Top Rated Firm 2026
959 reviews | 11 verified advisers
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.
Review for Alexander Munn
What could they have done better?
Nothing comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
I am approaching retirement and wanted to get sound professional advice on pension / retirement / financial planning plus also to start to plan for inheritance tax implications.
How has Alexander helped you?
Alex has provided advice in all the areas mentioned above. He has helped both my wife and I for c.4 years now and I have absolute trust in his his advice.
Have you seen the outcome you were hoping for?
Thanks to Alex, I now have all my financial 'ducks in a row'.
Review for Tom Olsak
What could they have done better?
In all honesty nothing Tom gave me confidence to know my pension will be looked after and monitored as well as it could be by his company
What were the circumstances that caused you to initially look for a financial adviser?
Tom was recommended by one of his colleagues who was moving to a different area of finance Upon meeting Tom l was greatly impressed by his professionalism , knowledge and friendly ness which put me at ease instantly .
How has Tom helped you?
Tom has explained the different options open to my pension as financial markets change and built the portfolio around our future expectations
Have you seen the outcome you were hoping for?
Yes very much so Tom explained things at a level l could understand and l provided him with the info he required to consider all the options open to me
Review for Alexander Munn
What could they have done better?
Personally I think they have done a great job
What were the circumstances that caused you to initially look for a financial adviser?
Approaching retirement
How has Alexander helped you?
By giving advice on pensions and investments
Have you seen the outcome you were hoping for?
Could always hope for better, but all in all a good outcome
