Top Rated Firm 2026
903 reviews | 11 verified advisers
Review for Tom Evans
What could they have done better?
Nothing happy with advise and help
What were the circumstances that caused you to initially look for a financial adviser?
Been with Tom for a number of years. First year I have been on my own since my husband passed away.
How has Tom helped you?
Always available to talk to.
Have you seen the outcome you were hoping for?
Yes
Review for Tom Olsak
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
We had £150K to invest!
How has Tom helped you?
Suggested investing with Parmenion. And later taking an income. Everything has exceeded our expectations.
Have you seen the outcome you were hoping for?
Yes and more!
Review for Alexander Munn
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Wealth management and future proofing.
How has Alexander helped you?
Excellent advice, clear understanding of my position and approach to spending and saving, including pensions.
Have you seen the outcome you were hoping for?
Yes.
Review for Gavin Smart
What could they have done better?
Not much
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning
How has Gavin helped you?
I inherited Gavin when my previous advisor at Forrester Boyd moved on. He has always been helpful and steered me in my financial decisions. Over the years i've always been happy with his advice and the outcomes
Have you seen the outcome you were hoping for?
Yes I've been retired 13 years and still feel financially secure
Review for Alexander Munn
What were the circumstances that caused you to initially look for a financial adviser?
Family circumstances
How has Alexander helped you?
Helped me understand my finances better
Have you seen the outcome you were hoping for?
Yes - clearer understanding and ability to plan ahead
