Top Rated Firm 2026
941 reviews | 12 verified advisers
Review for Sophie Wilde
What could they have done better?
Not much really.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Sophie helped you?
Beinging me up to date on my pensions. Advise on future financial planning.
Have you seen the outcome you were hoping for?
Not yet but I should when retire.
Review for Sophie Wilde
What could they have done better?
I'm happy with the wat things are. Nothing is broken.
What were the circumstances that caused you to initially look for a financial adviser?
Sophie has taken over managing my Pension - I have been with Forrster Boyd.
How has Sophie helped you?
Everything that I ticked
Have you seen the outcome you were hoping for?
We haven't change much
Review for Sophie Wilde
What could they have done better?
Not much
What were the circumstances that caused you to initially look for a financial adviser?
We needed investment advice
How has Sophie helped you?
Confirmed previous assessments
Have you seen the outcome you were hoping for?
Yes
Review for Joe Rogers
What could they have done better?
He always does everything he can to help, a very nice approachable person.
What were the circumstances that caused you to initially look for a financial adviser?
Attorney for a relative who was a client if Forrester Boyd.
How has Joe helped you?
5 years approximately
Have you seen the outcome you were hoping for?
Yes
Review for Joe Rogers
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
I inherited a large sum of money.
How has Joe helped you?
He has advised on investments and pensions.
Have you seen the outcome you were hoping for?
Yes.
