Top Rated Firm 2025
269 reviews | 3 verified advisers
Review for Connor Lovatt
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
To sortnout my money
How has Connor helped you?
In every way he is very knowledgeable about pensions etc
Have you seen the outcome you were hoping for?
Yes i have
Review for Mark Fletcher
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Aligning my various pensions
How has Mark helped you?
Mark took over my account from my previous advisor who retired. Since then, Mark has been on hand with good advice whenever I have needed it
Have you seen the outcome you were hoping for?
Yes
Review for Connor Lovatt
What were the circumstances that caused you to initially look for a financial adviser?
He was my late husbands advisor who I inherited.
How has Connor helped you?
Connor has helped with a couple of withdrawals, also helped me to get on track with my day to day finances. He has given me some peace of mind moving forward.
Have you seen the outcome you were hoping for?
Yes everything is falling into place for a better future.
Review for Connor Lovatt
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Divorce settlement
How has Connor helped you?
Also has sound advice and never steered me wrong
Have you seen the outcome you were hoping for?
Yes thanks to his knowledge and advise
Review for Mark Fletcher
What were the circumstances that caused you to initially look for a financial adviser?
To consolidate pensions and plan for future retirement
How has Mark helped you?
Mark provides easy-to-understand advice and commentary on the markets and how they affect our decisions
Have you seen the outcome you were hoping for?
Yes, so far!
