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Top Rated Firm 2026

345 reviews | 3 verified advisers

Selection of recent reviews. Read all reviews

Review for Catriona Bryden

March 2026

What could they have done better?

Yes, kept the charges at the same rate I paid last year.

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

Had an avisor for years an he retired. He was brought in to assist with pension scheme.

How has Catriona helped you?

with advice on and around the pension scheme.

Have you seen the outcome you were hoping for?

She explains her advice well, if the advice is good I am not qualified to answer, this is why I employ her.

Review for Catriona Bryden

March 2026

What could they have done better?

Catriona has excelled in all areas so genuinely no improvement required.

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

Recommended by my father

How has Catriona helped you?

Catriona has helped myself and my two adult children to invest money to help towards building a financially sound future.

Have you seen the outcome you were hoping for?

Yes.

Review for Catriona Bryden

March 2026

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

I needed someone who understands finance to make the most of my money.

How has Catriona helped you?

She explains things so well.

Have you seen the outcome you were hoping for?

Yes.

Review for Catriona Bryden

March 2026

What could they have done better?

Nothing to report.

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

Used advisor for over 30 years. Advisor was a sole trader and moved me over to Ginkgo a few years ago. I was good to know I have more people looking after me. At was good decision. Ginkgo have been helpful, such as organizing "lasting power of attorney",

How has Catriona helped you?

Catriona, went through all my pension incomes in some detail and advised on the best level of risk with Quilter. We agree the minimum drawdown to meet my needs and keep the pension funds at a good level to continue growth.

Have you seen the outcome you were hoping for?

Much better than expected.

Review for Catriona Bryden

March 2026

What could they have done better?

Nothing

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

I was introduced by my previous Financial Adviser

How has Catriona helped you?

She has guided me with my financial affairs

Have you seen the outcome you were hoping for?

Yes