Top Rated Firm 2026
897 reviews | 12 verified advisers
Review for Tom Evans
What could they have done better?
Nothing as far as I am aware
What were the circumstances that caused you to initially look for a financial adviser?
Bereavement
How has Tom helped you?
1 advice on investments 2 IHT advuce
Have you seen the outcome you were hoping for?
Yes
Review for Tom Evans
What were the circumstances that caused you to initially look for a financial adviser?
Needed financial advise approaching retirement years.
How has Tom helped you?
Tom has been incredibly helpful and patient advising and explaining financial queries.
Have you seen the outcome you were hoping for?
Yes
Review for Tom Evans
What could they have done better?
I honestly cannot think of anything.
What were the circumstances that caused you to initially look for a financial adviser?
Receiving a large sum of money in a matrimonial settlement.
How has Tom helped you?
Tom has been my financial rock . When he first met me I had absolutely no idea about financial matters and would have never had the confidence to make decisions. He was and still is patient and understanding, explaining everything simply and in ways I understand and trust. He has given me confidence in dealing with my finances.
Have you seen the outcome you were hoping for?
Absolutely yes.
Review for Gavin Smart
What could they have done better?
I really don’t think Gavin could have been more helpful.
What were the circumstances that caused you to initially look for a financial adviser?
Needed help on investment and retirement.
How has Gavin helped you?
Gavin was very helpful in explaining my retirement options on investments also pension drawdowns.
Have you seen the outcome you were hoping for?
Yes
Review for Joe Rogers
What were the circumstances that caused you to initially look for a financial adviser?
I needed advice and guidance to make my investments and pensions make sense, and work for me
How has Joe helped you?
Joe has applied a good strategy to my investments, so that the path forward is now clear. Changes to my circumstances have been incorporated into the planning
Have you seen the outcome you were hoping for?
Results have exceeded my expectations - my investments are performing far better than they were without management, and are more coherent and robust
