Top Rated Firm 2026
962 reviews | 11 verified advisers
Review for Alexander Munn
What could they have done better?
Gave clear and helpful advice which I am happy with.
What were the circumstances that caused you to initially look for a financial adviser?
Required advice about Inheritance tax.
How has Alexander helped you?
He gave information about options.
Have you seen the outcome you were hoping for?
Ongoing.
Review for Alexander Munn
What could they have done better?
Don't know
What were the circumstances that caused you to initially look for a financial adviser?
Inheritance
How has Alexander helped you?
By explanation and advice on financial future
Have you seen the outcome you were hoping for?
Early days to comment
Review for Joe Rogers
What could they have done better?
I’m not sure he could have done any better for us
What were the circumstances that caused you to initially look for a financial adviser?
I needed to get my pensions all under one company
How has Joe helped you?
Over the years Joe has provided good solid advice and actions
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?
Getting close to retirement
How has Oliver helped you?
Helped planning my retirement re finances . Was easy to understand and gave great advice to help me achieve my goals.
Have you seen the outcome you were hoping for?
Yes
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?
Retiring and needing advice.
How has Alexander helped you?
Long term planning, understanding my own risk appetite, tailoring my investment portfolio to my needs.
Have you seen the outcome you were hoping for?
Yes, growing slowly and steadily after an indifferent start.
