Top Rated Firm 2025
247 reviews | 3 verified advisers
Review for Mark Fletcher
What could they have done better?
Not much
What were the circumstances that caused you to initially look for a financial adviser?
Recommended by others
How has Mark helped you?
He has maintained an active watching brief on my investments and advised where changes would be beneficial
Have you seen the outcome you were hoping for?
Yes
Review for Mark Fletcher
What were the circumstances that caused you to initially look for a financial adviser?
Previous adviser retired.
How has Mark helped you?
Helped explain ways of investing and transfer of pension funds.
Have you seen the outcome you were hoping for?
Generally though global investment situation has affected this year.
Review for Connor Lovatt
What could they have done better?
Nothing, very happy
What were the circumstances that caused you to initially look for a financial adviser?
I was approached by an adviser many years ago
How has Connor helped you?
He explained everything clearly
Have you seen the outcome you were hoping for?
Yes
Review for Connor Lovatt
What could they have done better?
Nothing really
What were the circumstances that caused you to initially look for a financial adviser?
Future retirement planning Financial Planning
How has Connor helped you?
Professional advise when offering guidance on pension and investment.
Have you seen the outcome you were hoping for?
So So - Donald Trump isn't helping with the tariffs.
Review for Connor Lovatt
What were the circumstances that caused you to initially look for a financial adviser?
I had different pensions which I wanted to amalgamate.
How has Connor helped you?
Connor has helped with my projected pension income to reassure me that I will be able to continue with my current lifestyle for the foreseeable future.
Have you seen the outcome you were hoping for?
Current market forces dictate this. I am hopeful that things will settle down soon.
