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Top Rated Firm 2025

757 reviews | 10 verified advisers

Selection of recent reviews. Read all reviews

Review for Tom Saleh

May 2025

What could they have done better?

Nothing

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

Pension

How has Tom helped you?

Guided me through the pitfalls of which pension to take

Have you seen the outcome you were hoping for?

Yet to be confirmed

Review for Alexander Munn

May 2025

What could they have done better?

Nothing so far. Very happy with Alex.

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

We were not doing enough with our savings and investments

How has Alexander helped you?

Accurate support and advice. Very professional

Have you seen the outcome you were hoping for?

So far yes

Review for Tom Evans

May 2025

What could they have done better?

Tom’s been just brilliant in every way

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

At the stage where we wanted to more formally start retirement planning

How has Tom helped you?

Having Tom takes the stress out of financial decisions. To know that someone is taking care of our situation and independently able to give us pragmatic advice about what we can afford to spend is great.

Have you seen the outcome you were hoping for?

Yes, and more

Review for Joe Rogers

May 2025

What could they have done better?

Nothing

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

We have been with this company for a while.

How has Joe helped you?

Yes.

Have you seen the outcome you were hoping for?

Depends on the economy.

Review for Gavin Smart

May 2025

What could they have done better?

Not a lot!

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

On retirement continued with the firm my company had dealt with

How has Gavin helped you?

General financial advice especially at our annual meeting.

Have you seen the outcome you were hoping for?

Generally yes considering events in the last few years.