Top Rated Firm 2026
929 reviews | 11 verified advisers
Review for Paul Roach
What could they have done better?
Don't know
What were the circumstances that caused you to initially look for a financial adviser?
Sold a large house. But Forrester Boyd were already the accountants for my husband's firmGiven
How has Paul helped you?
He has given me the confidence to continue my way of life Yes
Have you seen the outcome you were hoping for?
YesDont
Review for Phil Jones
What could they have done better?
Nothing really
What were the circumstances that caused you to initially look for a financial adviser?
General financial planning & investment
How has Phil helped you?
Extensively with investments & advice for pensions.
Have you seen the outcome you were hoping for?
Yes
Review for Joe Rogers
What could they have done better?
Nothing Joe could do nothing to expedite transfer of money - the time lag is & has been a feature of dealings with investment firms for years.
What were the circumstances that caused you to initially look for a financial adviser?
Savings management.
How has Joe helped you?
Distilling thoughts on gifting to our children.
Have you seen the outcome you were hoping for?
In progress, awaiting monies.
Review for Paul Roach
What could they have done better?
I was happy with his input
What were the circumstances that caused you to initially look for a financial adviser?
He was working for the Wealth Management company I have used for a number of years
How has Paul helped you?
Advice about managing my family’s financial affairs in my retirement
Have you seen the outcome you were hoping for?
It is early in the process but I am happy with the advice given. He seemed to be well versed in the finial areas I wished to discuss and provided a confident. friendly approach
Review for Alexander Munn
What could they have done better?
I can’t think of anything he could have done better
What were the circumstances that caused you to initially look for a financial adviser?
Needed advice on investing for the future & our family
How has Alexander helped you?
Given us good advice & information
Have you seen the outcome you were hoping for?
So far it has
