Top Rated Firm 2026
942 reviews | 3 verified advisers
Nothing comes to mind at the moment.
Preparation for retirement
Clearly explained basis for advice and answers to our questions. Highlighted things we needed to consider and what the implications were of the decisions we made. Easy to engage with and trustworthy.
Yes.
We are completely satisfied with everything he has done for us as always
Advice from our accountant
Louis has helped us in many ways including savings and solid financial advice
Definitely
Keep doing what he has been doing for us in our retirement
Pension advice on our retirement
Being very professional and knowledgeable on the advice on our pension and future income
Yes definitely
Need for advice
2 years
Yes
Nothing I can think of.
I wanted to know how best to use my inheritance and whether I could retire early with an annuity.
He has explained various investment options and ascertained the level of risk I would be willing to take with my investments.
Yes. My investments have recovered well from the ups and downs of world events.