Top Rated Firm 2026
332 reviews | 5 verified advisers
Review for Connor Lovatt
What could they have done better?
I don't have any financial background - Connor Lovatt, has always taken the time and been available to talk with, even out of office hours, and has explained each stage and process very clearly to me.
What were the circumstances that caused you to initially look for a financial adviser?
A close friend recommended that my husband and myself speak to an adviser with a view to savings and investing our money for the future.
How has Connor helped you?
Connor Lovatt has been brilliant in helping with personalised financial (ensuring regulated guild lines are adhered), advice on managing our money. Connor has advised on our best options for retirement planning, as well as investment strategies, and ensuring the best tax efficiency method, in which to do this. Since the passing of my beloved husband, I'm having to adapt to major life changes and, Connor has shown great empathy as well as advising on various financial products, the risks involved but also helping me with my long-term financial goal settings.
Have you seen the outcome you were hoping for?
Yes.
Review for Paul Jenkins
What could they have done better?
No Paul has done a brilliant job
What were the circumstances that caused you to initially look for a financial adviser?
To help me with my pension
How has Paul helped you?
Paul has been excellent on advising me with my pension, and was also very helping me with my Royal mail pension
Have you seen the outcome you were hoping for?
Yes
Review for Mark Fletcher
What could they have done better?
Nothing currently.
What were the circumstances that caused you to initially look for a financial adviser?
Support amalgamating several pensions.
How has Mark helped you?
Mark has kept us updated on investment platforms and rates.
Have you seen the outcome you were hoping for?
Yes we are happy with the performance of our investments.
Review for Mark Fletcher
What could they have done better?
Nothing, very satisfied with advice given and overall outcome of investments etc
What were the circumstances that caused you to initially look for a financial adviser?
Needed financial assistance
How has Mark helped you?
Investment planning i.e Isas and savings accounts, inheritance tax, current financial needs etc
Have you seen the outcome you were hoping for?
Yes
Review for Mark Fletcher
What could they have done better?
That's difficult to comment on. He could have made me more money but anyone could say that.
What were the circumstances that caused you to initially look for a financial adviser?
Mark was recommended by Martin Lear.
How has Mark helped you?
Guide me through my financial decisions.
Have you seen the outcome you were hoping for?
At these moment I am very pleased with the outcome.
