Top Rated Firm 2025
738 reviews | 10 verified advisers
Review for Alexander Munn
What could they have done better?
happy with everything
What were the circumstances that caused you to initially look for a financial adviser?
pensions
How has Alexander helped you?
helped me sort the right pension for me and changed it as and when needed
Have you seen the outcome you were hoping for?
yes
Review for Tom Olsak
What could they have done better?
Absolutely nothing,the way Tom handled my account is totally spot on.
What were the circumstances that caused you to initially look for a financial adviser?
I was already 55 and decided it was time to check the position of my pensions.
How has Tom helped you?
Tom has transformed my financial future, transferring pensions that were under performing into a new pension scheme that is absolutely fantastic.
Have you seen the outcome you were hoping for?
Absolutely, in fact ten times as good as i could have imagined.The transformation to the strength of my pensions is utterly amazing.
Review for Joe Rogers
What could they have done better?
Nothing that comes to mind
What were the circumstances that caused you to initially look for a financial adviser?
Long term retirement
How has Joe helped you?
Very clear and precise
Have you seen the outcome you were hoping for?
Definitely
Review for Tom Saleh
What could they have done better?
Not sure!
What were the circumstances that caused you to initially look for a financial adviser?
Bringing several pension pots together Need to find a Financial Advisor (firm/Individual) i can trust and have a personal relationship with, unlike large organiations
How has Tom helped you?
Provided a sounding board for my ideas Provided sound advice on pension investment strategy Provided sound advice on Drawdown v Annuity
Have you seen the outcome you were hoping for?
So far, so good, but a lot depends on market performance
Review for Phil Jones
What could they have done better?
I can’t think of anything else Phil could have done better
What were the circumstances that caused you to initially look for a financial adviser?
Mainly inheritance planning
How has Phil helped you?
With friendly and understandable explanations
Have you seen the outcome you were hoping for?
Yes very much so
