Top Rated Firm 2025
757 reviews | 10 verified advisers
Nothing
Pension
Guided me through the pitfalls of which pension to take
Yet to be confirmed
Nothing so far. Very happy with Alex.
We were not doing enough with our savings and investments
Accurate support and advice. Very professional
So far yes
Tom’s been just brilliant in every way
At the stage where we wanted to more formally start retirement planning
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.
Yes, and more
Nothing
We have been with this company for a while.
Yes.
Depends on the economy.
Not a lot!
On retirement continued with the firm my company had dealt with
General financial advice especially at our annual meeting.
Generally yes considering events in the last few years.