604 reviews | 3 verified advisers

Selection of recent reviews. Read all reviews

Review for Simon Davies

October 2026

How has Simon helped you since your last review?

He has made sure that my investment is working at the best rates and fits my changing needs

Review for Dean Fermie

October 2026

What could they have done better?

Reduced fees, although I’m sure this is outside of his control.

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

To review and consolidate multiple pensions

How has Dean helped you?

Always open, honest and efficient in the guidance and support offered.

Have you seen the outcome you were hoping for?

Yes, I have seen good returns on my consolidated pension.

Review for Dean Fermie

October 2026

What could they have done better?

Im not really sure, but it's doing well.

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

Setting up pension

How has Dean helped you?

Advising on pensions, levels of investment and risks.

Have you seen the outcome you were hoping for?

It's doing well

Review for Simon Davies

September 2026

How has Simon helped you since your last review?

Annual ongoing advice

Review for Simon Davies

September 2026

How has Simon helped you since your last review?

Excellent as always