Top Rated Firm 2026
937 reviews | 11 verified advisers
Review for Tom Evans
What could they have done better?
not in my opinion
What were the circumstances that caused you to initially look for a financial adviser?
Pension transfer
How has Tom helped you?
Sorted the transfer and has been my advisor since.
Have you seen the outcome you were hoping for?
yes and more than expected .
Review for Tom Olsak
What could they have done better?
Not sure
What were the circumstances that caused you to initially look for a financial adviser?
My pension needs
How has Tom helped you?
Looking after my pension
Have you seen the outcome you were hoping for?
Yes
Review for Tom Evans
What could they have done better?
More understanding on financial outlooks and what may occur in the future and market crash understanding
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Tom helped you?
Having a level headed approach to long term finance’s.
Have you seen the outcome you were hoping for?
My investments are aligning to my expectations at this moment.
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?
Help with finances
How has Tom helped you?
Explaining all the facts and figures
Have you seen the outcome you were hoping for?
Yes
Review for Paul Roach
What could they have done better?
if i had more commitment to risk would maybe would have gained more, but at present i am quite happy with the risk it took.
What were the circumstances that caused you to initially look for a financial adviser?
it was offered when we started in business
How has Paul helped you?
Paul explains what my pension is doing an all other financial items like savings, isa's and insurance to cover one of my pensions.
Have you seen the outcome you were hoping for?
yes my pension is increasing each year
