Top Rated Firm 2026
966 reviews | 12 verified advisers
Review for Joe Rogers
What could they have done better?
Very happy with the great service Joe gives
What were the circumstances that caused you to initially look for a financial adviser?
Needed to consolidate our pensions and asses our risk of investment
How has Joe helped you?
Joe has made the process easy to understand and always keeps in touch to help with market changes
Have you seen the outcome you were hoping for?
Yes
Review for Joe Rogers
What could they have done better?
Not sure he could do any better. He has given sound advice.
What were the circumstances that caused you to initially look for a financial adviser?
My husband and his Father before were already with this Company
How has Joe helped you?
To make the most of my investments.
Have you seen the outcome you were hoping for?
Yes
Review for Paul Roach
What could they have done better?
N/a
What were the circumstances that caused you to initially look for a financial adviser?
Need a financial plan
How has Paul helped you?
Built a financial plan
Have you seen the outcome you were hoping for?
In progress
Review for Alexander Munn
What could they have done better?
nothing
What were the circumstances that caused you to initially look for a financial adviser?
to look after my pension and get advise
How has Alexander helped you?
to understand the pension scheme systems
Have you seen the outcome you were hoping for?
yes
Review for Joe Rogers
What could they have done better?
To be entirely honest, nothing as Joe always goes above and beyond to answer all our questions.
What were the circumstances that caused you to initially look for a financial adviser?
To ensure we are fully informed for our retirement and to discuss any concerns we had.
How has Joe helped you?
Joe has been a tremendous help and always takes to explain everything in a way we understand. Nothing is too much trouble for Joe.
Have you seen the outcome you were hoping for?
Absolutely
