Top Rated Firm 2026
975 reviews | 12 verified advisers
Review for Tom Evans
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Wealth management advice.
How has Tom helped you?
Helped with our financial planning and investments
Have you seen the outcome you were hoping for?
Yes our investments have grown
Review for Gavin Smart
What could they have done better?
Nothing as far as I am concerned.
What were the circumstances that caused you to initially look for a financial adviser?
Coming up to retirement I needed advice on pensions.
How has Gavin helped you?
He explained clearly all my options and keeps me updated on any changes necessary.
Have you seen the outcome you were hoping for?
Definitely!
Review for Tom Evans
What could they have done better?
Nothing - very happy with the service
What were the circumstances that caused you to initially look for a financial adviser?
I large cash windfall.
How has Tom helped you?
Guided us through our options and ensured tax efficiency with long term planning.
Have you seen the outcome you were hoping for?
Yes
Review for Tom Evans
What could they have done better?
Due to Tom’s advice my retirement 10 years ago could not have run any better.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement from Work.
How has Tom helped you?
I retired from work 10 years ago, and Tom has helped it run smoothly and enjoyable with his financial advice.
Have you seen the outcome you were hoping for?
Most definitely.
Review for Tom Evans
What could they have done better?
Nothing comes to mind presently
What were the circumstances that caused you to initially look for a financial adviser?
Initially because we had some money that we were wanting advice about
How has Tom helped you?
Advised on various options
Have you seen the outcome you were hoping for?
Yes we are happy with our investments to date
