Top Rated Firm 2026
942 reviews | 11 verified advisers
Review for Sophie Wilde
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I am useless at such things!
How has Sophie helped you?
By reasoning the advice behind the investments made on my behalf
Have you seen the outcome you were hoping for?
Growth has been good and looks healthy
Review for Alexander Munn
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Beginning to invest.
How has Alexander helped you?
By understanding our circumstances and recommending the most sensible way to proceed.
Have you seen the outcome you were hoping for?
Yes.
Review for Alexander Munn
What were the circumstances that caused you to initially look for a financial adviser?
I had lots of investment pots that needed consolidation & needed general financial guidance.
How has Alexander helped you?
He arranged a suitable company for my portfolio, to ensure I could maintain a monthly income.
Have you seen the outcome you were hoping for?
Yes
Review for Chris Gray
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Planning finances pre early retirement
How has Chris helped you?
Advised best investments for my current situation
Have you seen the outcome you were hoping for?
Yes. Investments ate doing ok
Review for Phil Jones
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
To support the management and oversight of my family's financial affairs.
How has Phil helped you?
Phil is simplified and structured my pensions and ISAs efficiently and effectively
Have you seen the outcome you were hoping for?
Yes - strong retiurns, aligned to risk appetite.
