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Top Rated Firm 2024

620 reviews | 18 verified advisers

Selection of recent reviews. Read all reviews

Review for Andrea Riddell

February 2024

What were the circumstances that caused you to initially look for a financial adviser?

Remortgage

Have you seen the outcome you were hoping for?

Yes

How has Andrea helped you?

Andrea was able to source a remortgage suitable for our needs and always looked for the best deal

Review for Stephen Shaw

February 2024

What were the circumstances that caused you to initially look for a financial adviser?

Was looking to invest in an ISA

Have you seen the outcome you were hoping for?

Yes, the market has been a bit rocky the last few years, but Steve has been very reassuring through it and very helpful

How has Stephen helped you?

Yes, he’s put my mind at rest

What could they have done better?

No

Review for Laura Clarke

February 2024

What were the circumstances that caused you to initially look for a financial adviser?

Morgage renewal

Have you seen the outcome you were hoping for?

Yes

How has Laura helped you?

Explored different options on morgage's

What could they have done better?

N/A

Review for Michelle Ward

February 2024

What were the circumstances that caused you to initially look for a financial adviser?

looking to get the best value from a frozen company pension

Have you seen the outcome you were hoping for?

current economic world state makes this difficult

How has Michelle helped you?

by using her knowledgs and expertise

What could they have done better?

nothing

Review for Tom Atley

February 2024

What were the circumstances that caused you to initially look for a financial adviser?

Unable to obtain mortgage and Tom managed to do this for us, with great advice on the best value

Have you seen the outcome you were hoping for?

Yes

How has Tom helped you?

Managed to get a mortgage when proven difficult and adviced on the best outcome and affordability