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Top Rated Firm 2026

396 reviews | 3 verified advisers

Selection of recent reviews. Read all reviews

Review for Rachael Childs

July 2026

What could they have done better?

nothing really

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

she asked me where i stood if i took big risk or low risk

How has Rachael helped you?

she wrote down what level risk my investment was in, which low and she gave me great insight

Have you seen the outcome you were hoping for?

yes

Review for Daren Wallbank

July 2026

What could they have done better?

Perfectly happy with the way I have been advised and with Daren and the people at Gingko.

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

Gingko took over my previous advisors business. However I previously worked in the financial services industry and was well aware of the need to utilise professional advisors

How has Daren helped you?

On this review the importance and relevance to me of inheritance planning with the current government’s attitude to pension taxation

Have you seen the outcome you were hoping for?

We are presently working with Gingko to set up the appropriate solution.

Review for Catriona Bryden

July 2026

What could they have done better?

Nothing

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

Transferring our pensions to SIP to enable us to purchase a commercial property and invest the remaining amount.

How has Catriona helped you?

Catriona has helped me purchase a commercial premises, which provides a healthy ROI, invested the balance of my pension which has delivered this year (26% increase) and advised me in other matters such as inheritance tax and insurance.

Have you seen the outcome you were hoping for?

Absolutely! Very pleased.

Review for Catriona Bryden

July 2026

What could they have done better?

Nothing

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

we had had unsatisfactory experiences with financial advisers in the past and were looking for someone to help us plan our retirement income and investments

How has Catriona helped you?

She has helped steer us through decisions we needed to make on our pensions and ISAs and also what we needed to bear in mind when thinking about implications such as inheritance tax

Have you seen the outcome you were hoping for?

Yes our pensions and ISAs have performed well and the advice we received was very helpful

Review for Catriona Bryden

July 2026

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

We were not receiving any support from our last adviser, and knew we both should be getting and needed it

How has Catriona helped you?

She's monitoring our investments and helping us to plan more for our financial future

Have you seen the outcome you were hoping for?

Yes - definitely