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Top Rated Firm 2025

793 reviews | 3 verified advisers

Selection of recent reviews. Read all reviews

Review for Kendra Selzer

March 2025

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

I was a beneficiary of a death in service payment.

How has Kendra helped you?

Kendra provided me with information concerning my pension forecast which is very reassuring.

Have you seen the outcome you were hoping for?

Yes

Review for Philip Hanley

March 2025

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

Annual review

How has Philip helped you?

Yes. Positive review of pensions and insurance with actions agreed.

Have you seen the outcome you were hoping for?

Yes

Review for Kendra Selzer

February 2025

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

This was our yearly review

How has Kendra helped you?

Advice on what to do with our savings

Have you seen the outcome you were hoping for?

Yes

Review for Philip Hanley

February 2025

What could they have done better?

Orgnise a large win on the Premium Bonds he recommended!

What were the circumstances that caused you to initially look for a financial adviser?

The need for finacial advise.

How has Philip helped you?

He has given us friendly and sound advise over many years.

Have you seen the outcome you were hoping for?

Yes.

Review for Philip Hanley

February 2025

What were the circumstances that caused you to initially look for a financial adviser?

Our previous advisor was retiring

How has Philip helped you?

Great advice and support. I am confident that the investments are safe and will grow.

Have you seen the outcome you were hoping for?

Absolutely