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Top Rated Firm 2024

453 reviews | 11 verified advisers

Selection of recent reviews. Read all reviews

Review for Tom Atley

June 2024

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

Property Purchase

How has Tom helped you?

Securing a mortgage at a very good rate, being very responsive with any queries or questions

Have you seen the outcome you were hoping for?

yes, so far

Review for Stuart Best

June 2024

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

My last advisor was dismissed

How has Stuart helped you?

By offering his services at a reasonable rate. By offering financial advice on my pension.

Have you seen the outcome you were hoping for?

It's to early to say yet.

What could they have done better?

Nothing so far, it's early days.

Review for Tom Atley

June 2024

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

We were looking at buying a new house and wanted to borrow a little more than what most banks would lend us.

How has Tom helped you?

Tom was able to get us the mortgage we needed with a better rate than others had found for us. He advised us on different options and what he thought would be best for us.

Have you seen the outcome you were hoping for?

Yes we did

What could they have done better?

Honestly nothing, really happy with the service we received.

Review for Harry Coumas

June 2024

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

Mortgage

How has Harry helped you?

Getting an excellent deal for a mortgage.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review for Sonny Joannou

June 2024

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

Because I needed expert help.

How has Sonny helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing