Top Rated Firm 2025
889 reviews | 12 verified advisers
Review for Paul Roach
What could they have done better?
Nothing that I can think of
What were the circumstances that caused you to initially look for a financial adviser?
Need to keep investments on track for my future plans
How has Paul helped you?
He gives clear advice and mentoring
Have you seen the outcome you were hoping for?
Yes
Review for Paul Roach
What were the circumstances that caused you to initially look for a financial adviser?
Needed advice on pension and savings after retirement .
How has Paul helped you?
keeping me on track for my future plans.
Have you seen the outcome you were hoping for?
yes
Review for Alexander Munn
What could they have done better?
Don't think so
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Alexander helped you?
Advice on pensions and investments
Have you seen the outcome you were hoping for?
Yes
Review for Gavin Smart
What could they have done better?
Nothing I’m satisfied
What were the circumstances that caused you to initially look for a financial adviser?
My late husband had been a client of FB for years
How has Gavin helped you?
Advised on best investments suitable for my financial situation
Have you seen the outcome you were hoping for?
Yes
Review for Howard Pykett
What could they have done better?
Nothing, Howard did whatever he could to help me best and explained the process thoroughly to ensure I was happy with were the money was going.
What were the circumstances that caused you to initially look for a financial adviser?
Inherited a large sum of money via insurance pay outs and pensions. Wanted to make sure that it was put into the correct areas for longevity and a small amount of profit via investments.
How has Howard helped you?
Howard has helped me to move the money into the correct and safest accounts including investments to gain a small profit and to overall keep the money safe.
Have you seen the outcome you were hoping for?
Yes, the money that was investment made a good profit and is available as and when I need it.
