Top Rated Firm 2026
420 reviews | 3 verified advisers
Review for Catriona Bryden
What could they have done better?
Sometimes confidential information sent online is tricky to access due to digital platforms which we don’t necessarily sign up to.
What were the circumstances that caused you to initially look for a financial adviser?
Financial planning for retirement
How has Catriona helped you?
We were after a clear financial plan which is now in place. She has provided pension and investment advice
Have you seen the outcome you were hoping for?
Yes.
Review for Catriona Bryden
What could they have done better?
Catriona is excellent.
What were the circumstances that caused you to initially look for a financial adviser?
I didn't like my existing financial advisor (Close). The advisor did not seem to listen to me about what I want, and the funds did not seem to be performing well.
How has Catriona helped you?
The new funds are performing better. I also feel listened to, and give good practical advice taking into account not only what might be best financially on a neutral evaluation but what sits well with me.
Have you seen the outcome you were hoping for?
Yes. I am in more responsible funds with a better return.
Review for Daren Wallbank
What could they have done better?
Don't know
What were the circumstances that caused you to initially look for a financial adviser?
Personal
How has Daren helped you?
By covering the aspects of financial planning I think are relevant to me.
Have you seen the outcome you were hoping for?
Generally yes
Review for Rachael Childs
What could they have done better?
It was all ok and easy
What were the circumstances that caused you to initially look for a financial adviser?
Too much money in a current account just stagnating
How has Rachael helped you?
After a risk assessment we agreed a level.
Have you seen the outcome you were hoping for?
Yes, my investment has grown more than I expected especially pleasing given the current international turmoil
Review for Daren Wallbank
What were the circumstances that caused you to initially look for a financial adviser?
Preparing for life events and moving from a generic investment plan with my bank to a more tailored personal approach.
How has Daren helped you?
Moved my wife, my son and me onto a strongly performing investment platform. Great advice (through Rachael too) on life insurance, IHT and wills, ISA and GIA investments. He has kept me informed of performance and suggested changes, all helpful.
Have you seen the outcome you were hoping for?
Yes - based on the risk appetite we have.
