Top Rated Firm 2026
927 reviews | 11 verified advisers
Review for Joe Rogers
What could they have done better?
Nothing Joe could do nothing to expedite transfer of money - the time lag is & has been a feature of dealings with investment firms for years.
What were the circumstances that caused you to initially look for a financial adviser?
Savings management.
How has Joe helped you?
Distilling thoughts on gifting to our children.
Have you seen the outcome you were hoping for?
In progress, awaiting monies.
Review for Paul Roach
What could they have done better?
I was happy with his input
What were the circumstances that caused you to initially look for a financial adviser?
He was working for the Wealth Management company I have used for a number of years
How has Paul helped you?
Advice about managing my family’s financial affairs in my retirement
Have you seen the outcome you were hoping for?
It is early in the process but I am happy with the advice given. He seemed to be well versed in the finial areas I wished to discuss and provided a confident. friendly approach
Review for Alexander Munn
What could they have done better?
I can’t think of anything he could have done better
What were the circumstances that caused you to initially look for a financial adviser?
Needed advice on investing for the future & our family
How has Alexander helped you?
Given us good advice & information
Have you seen the outcome you were hoping for?
So far it has
Review for Gavin Smart
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Assurance of astute financial support with long term confidence
How has Gavin helped you?
Ongoing confidence
Have you seen the outcome you were hoping for?
Yes very satisfied
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?
To invest for our later life
How has Joe helped you?
Immensely. He has done more than we had hoped for.
Have you seen the outcome you were hoping for?
Yes and more
