Top Rated Firm 2026
213 reviews | 4 verified advisers
Review for Chloe McCormick
What could they have done better?
all fine
What were the circumstances that caused you to initially look for a financial adviser?
Pension advice
How has Chloe helped you?
confirmed my pension pot is performing
Have you seen the outcome you were hoping for?
yes
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?
Have been with the company for 20 plus years
How has Chloe helped you?
Yes went through my pension guided me explained everything from start to finish
Have you seen the outcome you were hoping for?
Yes
Review for Paul Jenkins
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Annual review
How has Paul helped you?
Reconfirming the advice from my previous advisor
Have you seen the outcome you were hoping for?
Not as yet
Review for Jamie Reed
What were the circumstances that caused you to initially look for a financial adviser?
My previous adviser unfortunately died, so I moved to Moneytree.
How has Jamie helped you?
Jamie has been very helpful; he has taken the time to understand my circumstances and goals and provided me with excellent advice.
Have you seen the outcome you were hoping for?
Yes, definitely.
Review for Chloe McCormick
What were the circumstances that caused you to initially look for a financial adviser?
Pensions advice for the future and in my current situation.
How has Chloe helped you?
Chloe has helped me by putting my mind a rest. Giving me the advice I needed in my current circumstances. Helping me plan for my future.
Have you seen the outcome you were hoping for?
Yes. It's an ongoing situation and I would welcome the advice given by Chloe. A reassuring process.
