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Top Rated Firm 2026

905 reviews | 12 verified advisers

Selection of recent reviews. Read all reviews

Review for Tom Evans

January 2026

What could they have done better?

Nothing.

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

Planning my financial future.

How has Tom helped you?

By advising me for my future.

Have you seen the outcome you were hoping for?

Yes.

Review for Tom Evans

January 2026

What could they have done better?

Nothing

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

A specialist in the financial field.

How has Tom helped you?

Given advice, recommendations and comfort in our situation.

Have you seen the outcome you were hoping for?

Absolutely

Review for Tom Olsak

January 2026

What could they have done better?

Nothing I know of

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

To search for retirement advice

How has Tom helped you?

He has helped to increase my capital

Have you seen the outcome you were hoping for?

Mostly depends on the market which can sometimes be volatile but over twelve months my capital usually increases by a reasonable amount

Review for Tom Evans

January 2026

What could they have done better?

I have been happy with the service throughout.

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

Historically I had dealings over many years with Forrester Boyd. Dealing with Tom was a natural extension .

How has Tom helped you?

Tom has helped us with retirement planning and has provided advice on future pension options.

Have you seen the outcome you were hoping for?

Yes

Review for Tom Evans

January 2026

What could they have done better?

A crystal ball.

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

Looking at the best ways of minimising tax liabilities and optimising savings returns, especially regarding inhertance taxes.

How has Tom helped you?

Enabled transfer of capital assets

Have you seen the outcome you were hoping for?

On some things no, but not the fault of advice given, caused by the current chancellor's taxation increases and changes to rules on previous government backed investments.