Top Rated Firm 2025
879 reviews | 12 verified advisers
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?
Retirement
How has Joe helped you?
Provided financial asvice
Have you seen the outcome you were hoping for?
I am fully aware that financial performance can fluctuate in the short term but the long term is more important.
Review for Tom Saleh
What were the circumstances that caused you to initially look for a financial adviser?
Investing some savings
How has Tom helped you?
Updated me on the performance of my investment and discussed management of money following retirement
Have you seen the outcome you were hoping for?
Yes.
Review for Howard Pykett
What were the circumstances that caused you to initially look for a financial adviser?
Hi has always been my advisor
How has Howard helped you?
Yes
Have you seen the outcome you were hoping for?
Yes thank uoy
Review for Paul Roach
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Annual Financial Plan review
How has Paul helped you?
Confirmed pension plan.
Have you seen the outcome you were hoping for?
Yes
Review for Joe Rogers
What could they have done better?
There is nothing that he could have done better
What were the circumstances that caused you to initially look for a financial adviser?
I initially looked for an advisor to help with my investment portfolio and forward pkan
How has Joe helped you?
Joe has been extremely helpful and patient explaining fully areas of investment to me.
Have you seen the outcome you were hoping for?
Yes I gave
