Top Rated Firm 2025
829 reviews | 10 verified advisers
Review for Alexander Munn
What could they have done better?
I’ve got nothing to say.
What were the circumstances that caused you to initially look for a financial adviser?
I had money that needed investing and I’m a trustee to a trust fund that needed advice on how best to invest.
How has Alexander helped you?
Advice on investing in stocks and shares, planning for the future and helping with trust fund.
Have you seen the outcome you were hoping for?
I think so. There are some long term investments so it’s hard to tell.
Review for Alexander Munn
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?
I needed advice and help with my financial situation.
How has Alexander helped you?
He has been fantastic at explaining everything in a straightforward way and very patient too!
Have you seen the outcome you were hoping for?
Absolutely.
Review for Tom Saleh
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to consolidate my pension savings and also to properly and realistically have a plan for retirement.
How has Tom helped you?
Tom managed the administration in relation to the consolidation of my pensions making it much simpler for me. Beforehand he did a thorough assessment and review of my appetite for risk thereby giving me confidence in his recommendations of the right savings vehicle and investments for me and my needs. During discussions he listened and thereby was able to pitch his level of advice at the right level for my understanding.
Have you seen the outcome you were hoping for?
Yes. I now feel confident in my retirement planning and that when I retire this will be done in the optimum way.
Review for Phil Jones
What could they have done better?
Maybe we needed prior warning that investments weren’t doing as well before the review meeting, and a course of action to turn things around.
What were the circumstances that caused you to initially look for a financial adviser?
Investment advice
How has Phil helped you?
Moved our investments into a manageable and more understandable umbrella
Have you seen the outcome you were hoping for?
Investments not performed as well as we would have liked
Review for Tom Saleh
What could they have done better?
.
What were the circumstances that caused you to initially look for a financial adviser?
.
How has Tom helped you?
.
Have you seen the outcome you were hoping for?
.
