712 reviews | 5 verified advisers

Selection of recent reviews. Read all reviews

Review for Gerard Barrientos

January 2026

What could they have done better?

Not much

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

Not understanding pensions

How has Gerard helped you?

He has helped my self and my wife with our pensions

Have you seen the outcome you were hoping for?

Yes

Review for Gerard Barrientos

December 2025

What could they have done better?

Not sure

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

Uncertainty

How has Gerard helped you?

Gave confidence

Have you seen the outcome you were hoping for?

Yes

Review for Daniel Mole

December 2025

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

Needed help with my finance planning

How has Daniel helped you?

He and his team have been helpful.

Have you seen the outcome you were hoping for?

?

Review for Sarah Priestley

December 2025

What could they have done better?

Don't know, what could Sarah have done? Keep it up

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

Sarah's company has been looking after our pensions for dome time now. Not had a problem yet.

How has Sarah helped you?

Goes without saying. Sarah knows her stuff, s whole lot more than me.

Have you seen the outcome you were hoping for?

Not yet, still working but I do know the value is going up.

Review for Gerard Barrientos

December 2025

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

Approaching retirement age

How has Gerard helped you?

Amalgamated various pension pots in to one and advised the best provider based on my personal value of risk.

Have you seen the outcome you were hoping for?

Early days, but hoping for good growth in the future.