Top Rated Firm 2025
757 reviews | 10 verified advisers
Review for Tom Saleh
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Pension
How has Tom helped you?
Guided me through the pitfalls of which pension to take
Have you seen the outcome you were hoping for?
Yet to be confirmed
Review for Alexander Munn
What could they have done better?
Nothing so far. Very happy with Alex.
What were the circumstances that caused you to initially look for a financial adviser?
We were not doing enough with our savings and investments
How has Alexander helped you?
Accurate support and advice. Very professional
Have you seen the outcome you were hoping for?
So far yes
Review for Tom Evans
What could they have done better?
Tom’s been just brilliant in every way
What were the circumstances that caused you to initially look for a financial adviser?
At the stage where we wanted to more formally start retirement planning
How has Tom helped you?
Having Tom takes the stress out of financial decisions. To know that someone is taking care of our situation and independently able to give us pragmatic advice about what we can afford to spend is great.
Have you seen the outcome you were hoping for?
Yes, and more
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?
We have been with this company for a while.
How has Joe helped you?
Yes.
Have you seen the outcome you were hoping for?
Depends on the economy.
Review for Gavin Smart
What could they have done better?
Not a lot!
What were the circumstances that caused you to initially look for a financial adviser?
On retirement continued with the firm my company had dealt with
How has Gavin helped you?
General financial advice especially at our annual meeting.
Have you seen the outcome you were hoping for?
Generally yes considering events in the last few years.
