Top Rated Firm 2026
961 reviews | 12 verified advisers
Review for Alexander Munn
What were the circumstances that caused you to initially look for a financial adviser?
Selling business
How has Alexander helped you?
Total management of my financial affairs
Have you seen the outcome you were hoping for?
Yes
Review for Howard Pykett
What could they have done better?
I am happy with the service.
What were the circumstances that caused you to initially look for a financial adviser?
When I was widowed
How has Howard helped you?
Helped me understand and tailor my finances to my needs.
Have you seen the outcome you were hoping for?
Yes.
Review for Gavin Smart
What could they have done better?
I cannot think of anything
What were the circumstances that caused you to initially look for a financial adviser?
We have been with Forrester Boyer for many years while we were self employed and after a brief encounter with a well known high street bank on retirement plans which were not really in our best interest we went with the Wealth Management team .
How has Gavin helped you?
He arrives with all the information about the performance of our pension for the last twelve months. He then goes through our financial plans for the year making sure we have enough income for our needs. He then goes through various options on inheritance tax. He is very knowledgeable on all aspects of the current government legislation.
Have you seen the outcome you were hoping for?
Yes
Review for Howard Pykett
What could they have done better?
6 monthly reviews/meetings would be preferable.
What were the circumstances that caused you to initially look for a financial adviser?
Forthcoming retirement.
How has Howard helped you?
Helped us ease into retirement without too much worry.
Have you seen the outcome you were hoping for?
Yes.
Review for Joe Rogers
What could they have done better?
Nothing that I know of.
What were the circumstances that caused you to initially look for a financial adviser?
Long term growth.
How has Joe helped you?
Overall financial advice as required.
Have you seen the outcome you were hoping for?
Yes.
