Top Rated Firm 2025
763 reviews | 10 verified advisers
Review for Howard Pykett
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Pension and investment advise
How has Howard helped you?
Howard has helped with his in depth of knowledge in all aspects of Investments and Pensions
Have you seen the outcome you were hoping for?
Yes I have. Over the years we have seen excellent growth in our investments.
Review for Joe Rogers
What were the circumstances that caused you to initially look for a financial adviser?
Advice
How has Joe helped you?
Yep
Have you seen the outcome you were hoping for?
Yep
Review for Howard Pykett
What could they have done better?
Not sure if any improvements could have been in this climate ,but any changes have been pro active
What were the circumstances that caused you to initially look for a financial adviser?
Retirement pending so a good look at the finances was required
How has Howard helped you?
He has kept our finances on track
Have you seen the outcome you were hoping for?
Generally as we expected
Review for Joe Rogers
What could they have done better?
On going
What were the circumstances that caused you to initially look for a financial adviser?
Financial Planning
How has Joe helped you?
Given me help and advise
Have you seen the outcome you were hoping for?
On going
Review for Tom Evans
What could they have done better?
Nothing really. Tom is ALWAYS well prepared ready for our annual review , and when on occasions we have sought his advice on certain issues during the year, he is always very quick to come back with sound advice and views on the specific topic.
What were the circumstances that caused you to initially look for a financial adviser?
To get an INDEPENDENT view on what we were previously doing with our investments. We wanted confirmation of our own investment choices, but to also get a feel for what else was out there to consider.
How has Tom helped you?
Tom has helped us with long term financial planning for enjoyment in our retirement. His advice on inheritance tax planning has been vital. He has given us fresh ideas to consider for tax free savings too.
Have you seen the outcome you were hoping for?
Within reason yes. Often external factors beyond our control throws a curve ball to the financial investment world, ups and downs with your investments occur, but it’s all about riding them out and sticking to your retirement goals.
