Top Rated Firm 2026
977 reviews | 12 verified advisers
Review for Gavin Smart
What could they have done better?
nothing really⁹.
What were the circumstances that caused you to initially look for a financial adviser?
the use of my employer's advisor was part of my employment package. When I retired I continued with the same firm
How has Gavin helped you?
Annualy review my finances with me, revirwd my risks and suggested any changes
Have you seen the outcome you were hoping for?
generally yes p
Review for Paul Roach
What could they have done better?
We was happy with the advice given so nothing could of been done better .
What were the circumstances that caused you to initially look for a financial adviser?
My partner and I are retired my partner through choice but myself due to health issues.
How has Paul helped you?
Paul gave us good advice on planning our monthly income .
Have you seen the outcome you were hoping for?
Yes.
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
