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Top Rated Firm 2024

589 reviews | 10 verified advisers

Selection of recent reviews. Read all reviews

Review for Howard Pykett

July 2024

What were the circumstances that caused you to initially look for a financial adviser?

I have LPA over the financial affairs of an elderly lady with dementia who has lost mental capacity and now lives in a care home. Howard had advised the lady and also my late sister for a number of years and I saw no reason to change this.

How has Howard helped you?

Financial planning, wealth management and assisted with the financial and tax aspects of my duties as executor of my late sister's estate.

Have you seen the outcome you were hoping for?

Yes

Review for Gavin Smart

July 2024

What could they have done better?

Nothing that I am aware of

What were the circumstances that caused you to initially look for a financial adviser?

I have had a financial advisor within the company currently employing Gavin since earning a wage- over 50 years

How has Gavin helped you?

Sound and logical advice to keep investments simple with a very satisfying return

Have you seen the outcome you were hoping for?

Yes definitely satisfied with the outcome

Review for Chris Gray

July 2024

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

Retirement and inheritance

How has Chris helped you?

Listened to situation and worked to outcomes to be achieved

Have you seen the outcome you were hoping for?

Not yet

Review for Howard Pykett

July 2024

What were the circumstances that caused you to initially look for a financial adviser?

Referred via a solicitor.

How has Howard helped you?

He has helped me to manage my finances, and kept me up to date with developments regarding my investments, etc.

Have you seen the outcome you were hoping for?

Yes, Howard has ensured that my finances have been well managed.

Review for Tom Evans

July 2024

What could they have done better?

nothing have tried to carry out his advise

What were the circumstances that caused you to initially look for a financial adviser?

Needed an advisor when we started our own company

How has Tom helped you?

helped with transferring my pension to a better outcome, guiding myself re isa's and savings

Have you seen the outcome you were hoping for?

yes