Top Rated Firm 2026
989 reviews | 12 verified advisers
Review for Tom Evans
What were the circumstances that caused you to initially look for a financial adviser?
Needed some independent advice
How has Tom helped you?
Pensions & investments
Have you seen the outcome you were hoping for?
Yes
Review for Chris Gray
What could they have done better?
By and large the planned for outcomes have been and are being achieved.
What were the circumstances that caused you to initially look for a financial adviser?
The need to know the best way to invest savings and appreciate the changing complexities of the tax system.
How has Chris helped you?
Chris has always provided clear and helpful advice on the best way to invest our savings, kept us up to date with changes to the system and made us fully aware of the inheritance implications.
Have you seen the outcome you were hoping for?
Generally speaking yes but financial outcomes are dependent on so many external factors nothing can be guaranteed.
Review for Alexander Munn
What could they have done better?
Everything was done well.
What were the circumstances that caused you to initially look for a financial adviser?
Setting up my pension
How has Alexander helped you?
Alex sorted my pension and advised me on other financial matters.
Have you seen the outcome you were hoping for?
Yes
Review for Chris Gray
What could they have done better?
Nothing as far as I could see.
What were the circumstances that caused you to initially look for a financial adviser?
I needed advice as my husband had died and as he was practice manager there it made a great deal of sense.
How has Chris helped you?
He listened and was really helpful when I was at my lowest.
Have you seen the outcome you were hoping for?
So far yes
Review for Paul Roach
What could they have done better?
No problems .
What were the circumstances that caused you to initially look for a financial adviser?
Seeking advice on the above matters .
How has Paul helped you?
Efficient , confident and clear advice
Have you seen the outcome you were hoping for?
Yes
