Top Rated Firm 2026
235 reviews | 5 verified advisers
Review for Chloe McCormick
What were the circumstances that caused you to initially look for a financial adviser?
Need to rationalise investments
How has Chloe helped you?
Clear explanations
Have you seen the outcome you were hoping for?
yes
Review for Paul Jenkins
What could they have done better?
I cannot think of anything.
What were the circumstances that caused you to initially look for a financial adviser?
transfer of works pension to stocks investments
How has Paul helped you?
Paul has continued my ongoing pension funds, Paul has offered open and transparent advice, while asking me certain questions to ensure I understand the process and options moving forward
Have you seen the outcome you were hoping for?
yes, I have been drawing down, and while I understand that's removing funds, my total pot is maintaining or exceeding the previous quarters levels.
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?
We took out a lifetime mortgage and invested money
How has Paul helped you?
Paul has been very helpful to me he always gives me good advice every time I speak to him and is so friendly
Have you seen the outcome you were hoping for?
Yes always happy with results
Review for Mark Fletcher
What could they have done better?
N/a
What were the circumstances that caused you to initially look for a financial adviser?
Long term advice stretching back many years.
How has Mark helped you?
Explaining my options
Have you seen the outcome you were hoping for?
Yes
Review for Jamie Reed
What could they have done better?
Perhaps this could have been done more quickly and with more personal contact..
What were the circumstances that caused you to initially look for a financial adviser?
Previous adviser was recommended by a colleague,and on his retirement he recommended Jamie.
How has Jamie helped you?
Mainly in setting up a trust in favour of our son and daughter.
Have you seen the outcome you were hoping for?
Not yet.
