Top Rated Firm 2026
997 reviews | 12 verified advisers
Absolutely nothing Tom is the real deal and he just instantly clicked with me and our yearly meeting is always productive.
Starting to get all my pensions in order as i am now in the last year's of working.
Tom checked all my pensions and recommended combining some that were under performing into a New pension scheme.
The outcome has been absolutely astonishing and I am now actually thinking along the lines of retiring early as the scheme has far exceeded my expectations.
Nothing Im happy with the outcome so far.
I have always had one since I set up the pension with Allied Dunbar. Used different advisors as I moved location.
He has helped in a way to make my pension more accessible and make us feel at ease with our forthcoming retirement plans
Yes as above
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Inheritance Planning
Advised on IHT
Yes
No answer im happy with my portfolio
More options than a high street bank. Get to speak to the same person
To have confidence in making changes
Yes
N/A
Needed some advice regarding our pensions as had multiple
Sorted our pensions
Yes