Top Rated Firm 2025
884 reviews | 12 verified advisers
Review for Sophie Wilde
What were the circumstances that caused you to initially look for a financial adviser?
We are new to Sophie , so a catchup and update of our current financial affairs was required.
How has Sophie helped you?
Very clear an precise with the way all options were explained.
Have you seen the outcome you were hoping for?
Only our first initial meeting.
Review for Sophie Wilde
What could they have done better?
Nothing really, markets naturally fluctuate
What were the circumstances that caused you to initially look for a financial adviser?
A pension held by my husband
How has Sophie helped you?
Given advice on future investments, savings and pensions
Have you seen the outcome you were hoping for?
To some extent
Review for Sophie Wilde
What were the circumstances that caused you to initially look for a financial adviser?
Help with financial planning and a pension.
How has Sophie helped you?
She was very clear, concise and advised us clearly of our options.
Have you seen the outcome you were hoping for?
Unable to say as we have only just met her.
Review for Joe Rogers
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Joe helped you?
Provided financial asvice
Have you seen the outcome you were hoping for?
I am fully aware that financial performance can fluctuate in the short term but the long term is more important.
Review for Tom Saleh
What were the circumstances that caused you to initially look for a financial adviser?
Investing some savings
How has Tom helped you?
Updated me on the performance of my investment and discussed management of money following retirement
Have you seen the outcome you were hoping for?
Yes.
