Top Rated Firm 2026
946 reviews | 11 verified advisers
Review for Alexander Munn
What could they have done better?
Nothing. Very happy with the situation.
What were the circumstances that caused you to initially look for a financial adviser?
How best to deal with financial affairs.
How has Alexander helped you?
General advice in handling financial affairs, especially with investments. Regular monitoring and reviewing.
Have you seen the outcome you were hoping for?
Yes.
Review for Tom Saleh
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I needed a pension advisor after going through a divorce
How has Tom helped you?
Tom has organised everything to do with my pension
Have you seen the outcome you were hoping for?
Yes
Review for Oliver Beckett
What were the circumstances that caused you to initially look for a financial adviser?
Looking to retire
How has Oliver helped you?
Yes, very much
Have you seen the outcome you were hoping for?
Yes
Review for Oliver Beckett
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Sort out my pensions
How has Oliver helped you?
Given advice on retirement options and overseen transfer of some pensions into a SIPP
Have you seen the outcome you were hoping for?
Yes
Review for Sophie Wilde
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I am useless at such things!
How has Sophie helped you?
By reasoning the advice behind the investments made on my behalf
Have you seen the outcome you were hoping for?
Growth has been good and looks healthy
