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Top Rated Firm 2023

479 reviews | 11 verified advisers

Selection of recent reviews. Read all reviews

Review for Tom Saleh

December 2023

What were the circumstances that caused you to initially look for a financial adviser?

To help plan funding our future retirement

Have you seen the outcome you were hoping for?

Not as yet still very early stages of investments

How has Tom helped you?

Sound and clear advice giving us the confidence to go forward

What could they have done better?

Nothing all good

Review for Neil Moore

December 2023

What were the circumstances that caused you to initially look for a financial adviser?

I needed support and advice regarding my pensions.

Have you seen the outcome you were hoping for?

Yes Neil was reliable, prompt and kept in touch with me all the way through the proccess..

How has Neil helped you?

By giving me impartial advice.

What could they have done better?

I feel Neil could have not done anything better.

Review for Neil Moore

December 2023

What were the circumstances that caused you to initially look for a financial adviser?

Took my British Airways Pension out of airline to invest

Have you seen the outcome you were hoping for?

Absolutely has achieved brilliant results

How has Neil helped you?

He provides an excellent service and is professional and efficient in his role . He keeps you updated on performance of your investment and offers processional advice

What could they have done better?

N/a

Review for Neil Moore

December 2023

What were the circumstances that caused you to initially look for a financial adviser?

Preparing for retirement

Have you seen the outcome you were hoping for?

Yes

How has Neil helped you?

Neil is highly knowledgeable and explains everything in a professional and easy to understand way and in a friendly manner

Review for Neil Moore

December 2023

What were the circumstances that caused you to initially look for a financial adviser?

I needed an advisor when I was consider retirement and was aware of the firm through my employer

Have you seen the outcome you were hoping for?

Yes

How has Neil helped you?

He was extremely helpful. Explained all our options and always happy to answer any questions I had .

What could they have done better?

Nothing