Top Rated Firm 2026
328 reviews | 3 verified advisers
Review for Paul Jenkins
What could they have done better?
Don’t know
What were the circumstances that caused you to initially look for a financial adviser?
Death of husband
How has Paul helped you?
Invested wisely
Have you seen the outcome you were hoping for?
Yes
Review for Paul Jenkins
What could they have done better?
I was happy with events and advice given me.
What were the circumstances that caused you to initially look for a financial adviser?
My original advisors are no longer in business.
How has Paul helped you?
Paul gave me clear advise in language that I understood and assured me I could contact him when I felt necessary.
Have you seen the outcome you were hoping for?
Yes I have been happy with the service Paul has given me.
Review for Chloe McCormick
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Revue of pensions
How has Chloe helped you?
Very clear and understand able
Have you seen the outcome you were hoping for?
Yes
Review for Mark Fletcher
What could they have done better?
Can't really think of anything, I contact mark if I have any concerns, and he always responds quickly and advises accordingly.
What were the circumstances that caused you to initially look for a financial adviser?
The need to collate various pensions from the past together and provide better benefits for the future.
How has Mark helped you?
Mark has been excellent in delivering both myself and my spouses pensions, and deliver more than our expectations as we have reached retirement and continues to deliver.
Have you seen the outcome you were hoping for?
Yes over many years Mark has advised us and we have gained from his knowledge, advise and expertise. We are very pleased with the outcomes and are pleased to continue with his service for many years to come.
Review for Chloe McCormick
What could they have done better?
N/a...all good
What were the circumstances that caused you to initially look for a financial adviser?
Initial need to consolidate savings / pensions and thereafter understand how best to draw down from savings to provide an income as we progress towards retirement.
How has Chloe helped you?
Clear, professional and knowlidgable advise provided with good humour and patience.
Have you seen the outcome you were hoping for?
Yes, very much so
