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Top Rated Firm 2026

338 reviews | 5 verified advisers

Selection of recent reviews. Read all reviews

Review for Mark Fletcher

March 2026

What could they have done better?

Considering the uncertainty of things not a great deal

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

To help me make the right decisions with my investments and pension

How has Mark helped you?

He has guided me to maximise my pension and invest my cash interests to maximise teturns

Have you seen the outcome you were hoping for?

Yes, considering the turbulence of the world this past eighteen months things have been productive

Review for Arran Broad

March 2026

What could they have done better?

On the whole the service has been excellent.

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

Initially we were looking for genuine advice and support and later, due to my husband’s dementia diagnosis, I became more dependent on Aaron’ s expertise.

How has Arran helped you?

Aaron has been available to contact at any time and this has been very reassuring.

Have you seen the outcome you were hoping for?

It has been very satisfactory.

Review for Arran Broad

March 2026

What could they have done better?

Keep up good work

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

To discuss my retirement and plan my financial future

How has Arran helped you?

Aronn has been a great help with my retirement plans

Have you seen the outcome you were hoping for?

Yes, the outcome the outcome of my pension has been fantastic Work

Review for Jamie Reed

March 2026

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

Early retirement

How has Jamie helped you?

Focused us on adding value to several different pension schemes

Have you seen the outcome you were hoping for?

In progress

Review for Connor Lovatt

March 2026

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

In order to ensure my finances were secure for the future

How has Connor helped you?

Investments and retirement planning

Have you seen the outcome you were hoping for?

Early days but positive so far