Top Rated Firm 2026
971 reviews | 11 verified advisers
Review for Phil Jones
What could they have done better?
Phil is always 10/10 whatever he does
What were the circumstances that caused you to initially look for a financial adviser?
Needed advice on investments
How has Phil helped you?
Helped in investments pension advice
Have you seen the outcome you were hoping for?
Yes
Review for Gavin Smart
What could they have done better?
No additional advice was required
What were the circumstances that caused you to initially look for a financial adviser?
Annual review
How has Gavin helped you?
Helps maintain our financial arrangements to ensure we are making the best choices for our current needs
Have you seen the outcome you were hoping for?
Yes
Review for Alexander Munn
What could they have done better?
They have always been fair and honest they couldn’t have done more
What were the circumstances that caused you to initially look for a financial adviser?
On selling family farm required advice about investments and how to proceed to secure future stability
How has Alexander helped you?
Alex has always been approachable helpful in all aspects of finance willing to listen and advise
Have you seen the outcome you were hoping for?
Yes happy with all aspects
Review for Alexander Munn
What could they have done better?
Not a lot
What were the circumstances that caused you to initially look for a financial adviser?
Having sold the farm we needed someone of financial knowledge who could advise us where to invest
How has Alexander helped you?
He has been excellent in his choice of funds
Have you seen the outcome you were hoping for?
Yes
Review for Alexander Munn
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning and family wealth management.
How has Alexander helped you?
In every way with honest advice.
Have you seen the outcome you were hoping for?
Yes.
