Top Rated Firm 2025
287 reviews | 5 verified advisers
Review for Connor Lovatt
What were the circumstances that caused you to initially look for a financial adviser?
I have always taken advice on my pension
How has Connor helped you?
Helped to consolidate key pensions, and plans for retirement
Have you seen the outcome you were hoping for?
Yes, exceeded expectations
Review for Paul Jenkins
What could they have done better?
Am perfectly satisfied
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning
How has Paul helped you?
I have continued to have contact with Paul on the retirement of my previous FA
Have you seen the outcome you were hoping for?
Yes
Review for Jamie Reed
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Money from retirement
How has Jamie helped you?
Given good advice
Have you seen the outcome you were hoping for?
Yes
Review for Mark Fletcher
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I have always had a financial advisor from an early age
How has Mark helped you?
Mark has been very professional and informative
Have you seen the outcome you were hoping for?
Yes
Review for Mark Fletcher
What could they have done better?
Not aware of anything.
What were the circumstances that caused you to initially look for a financial adviser?
I was close to retirement.
How has Mark helped you?
Provided advice prior to and following my retirement.
Have you seen the outcome you were hoping for?
Yes
