Top Rated Firm 2026
955 reviews | 11 verified advisers
Review for Alexander Munn
What could they have done better?
Personally I think they have done a great job
What were the circumstances that caused you to initially look for a financial adviser?
Approaching retirement
How has Alexander helped you?
By giving advice on pensions and investments
Have you seen the outcome you were hoping for?
Could always hope for better, but all in all a good outcome
Review for Paul Roach
What could they have done better?
Scrub the electronic digi-service thing for terms and conditions which has annoying repeat reminders. This is obviously a company-level decision but we are not able to make it work for us and don’t even want to.
What were the circumstances that caused you to initially look for a financial adviser?
In the years before retirement.
How has Paul helped you?
Clear explanation of our investment portfolio. Making us comfortable with our level of investment risk. Clear guidance on our options. Understanding of our current situation and future goals.
Have you seen the outcome you were hoping for?
Yes
Review for Alexander Munn
What were the circumstances that caused you to initially look for a financial adviser?
We were advised by the accountant to have a financial adviser.
How has Alexander helped you?
Alex has help me to identify where best to invest my money
Have you seen the outcome you were hoping for?
Yes, it's been a good investment.
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?
Accountant advice
How has Alexander helped you?
Identified where to invest my money
Have you seen the outcome you were hoping for?
Yes
Review for Paul Roach
What could they have done better?
Everything was excellent.
What were the circumstances that caused you to initially look for a financial adviser?
Needed specialist advice
How has Paul helped you?
Prepared investment advice. Discussed issues. Acted on agreed agenda.
Have you seen the outcome you were hoping for?
Yes
