Top Rated Firm 2025
367 reviews | 6 verified advisers
Review for Paul Jenkins
What could they have done better?
I am very happy with the advice I have received
What were the circumstances that caused you to initially look for a financial adviser?
Having taken early retirement through illness I found it necessary to keep an eye on my finances,
How has Paul helped you?
Paul has helped me direct my savings in a very good manner which has given me a good return on my investments
Have you seen the outcome you were hoping for?
Yes I have seen a growth in my savings without taking too much risk.
Review for Mark Fletcher
What could they have done better?
As I am perfectly satisfied with the advice and guidance provided I cannot think of anything.
What were the circumstances that caused you to initially look for a financial adviser?
I don't have the necessary knowledge and background to successfully manage an investment portfolio.
How has Mark helped you?
Mark has understood my needs and attitude to risk and put forward good investments in line with both.
Have you seen the outcome you were hoping for?
More than.
Review for Arran Broad
What could they have done better?
Quite happy with advice given.
What were the circumstances that caused you to initially look for a financial adviser?
Having been in business for 60 years and now retired Advice on looking after our finances is important.
How has Arran helped you?
Arran has made every thing very clear and advised how we can best help our family whist still in a position to make our own decisions.
Have you seen the outcome you were hoping for?
We feel more aware of how to handle our finances.
Review for Arran Broad
What could they have done better?
Happy with review.
What were the circumstances that caused you to initially look for a financial adviser?
Investment and transfer if pension
How has Arran helped you?
Arran replaced previous advisor in the company
Have you seen the outcome you were hoping for?
Yes
Review for Arran Broad
What could they have done better?
Nothing, he is very helpful both at our annual review and throughout the year for any issues that we wish to discuss.
What were the circumstances that caused you to initially look for a financial adviser?
Have been with Money Tree for several years
How has Arran helped you?
He has helped us look realistically at what our priorities are.
Have you seen the outcome you were hoping for?
Our investment is stable, not performing very well because our ESG investment is currently not well aligned to the market. But that's our choice and Aaron has helped us reflect on this.
