Top Rated Firm 2026
976 reviews | 11 verified advisers
Review for Joe Rogers
What were the circumstances that caused you to initially look for a financial adviser?
The death of my husband.
How has Joe helped you?
Helped me understand my financial situation. Pensions. Investments. Inheritance planning.
Have you seen the outcome you were hoping for?
Yes
Review for Paul Roach
What could they have done better?
It was all good and we received good advice and options to consider.
What were the circumstances that caused you to initially look for a financial adviser?
Redundancy and retirement
How has Paul helped you?
Paul has taken over from my previous advisor. I found him to be knowledgeable and having create options when planning tax efficient savings and investments.
Have you seen the outcome you were hoping for?
Not yet as it is very early days but I have confidence in Paul’s abilities over the mid to longer term.
Review for Sophie Wilde
What could they have done better?
Covered all I need to know
What were the circumstances that caused you to initially look for a financial adviser?
Business and pensions
How has Sophie helped you?
Yes
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?
Divorce
How has Alexander helped you?
Helped with Finances and advice
Have you seen the outcome you were hoping for?
Yes
Review for Gavin Smart
What could they have done better?
Nothing that has not already been done
What were the circumstances that caused you to initially look for a financial adviser?
Needed help consolidating various funds with a recommended provider
How has Gavin helped you?
Ensuring we maintain the correct balance on our portfolio with the correct risk
Have you seen the outcome you were hoping for?
Yes
