badge

Top Rated Firm 2024

429 reviews | 11 verified advisers

Selection of recent reviews. Read all reviews

Review for Stuart Best

April 2024

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

Retirement

How has Stuart helped you?

Made the path clearer

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at all

Review for Chris Evans

April 2024

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

my wife and i are just one of thousands whowere missold the endownment mortgage, consquently leavingus with a considerable short fall,which is something you dont need ,we did not want to go into equity release as we believed we would not have the control over our property we would be happy with ,so only by chance found chris evans. he has a way of making you relaxed and takes a lot of the stress out of the situation, professional attitude with no flannel.

How has Chris helped you?

see above comment.

Have you seen the outcome you were hoping for?

we nearly there, but it's a situation we wish we were not in , hopefully all will work out.

What could they have done better?

nothing ,

Review for Stephen Shaw

April 2024

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

I am a total novice and need a friendly competent adviser who I can trust.

How has Stephen helped you?

Explained options and advised when to invest and when to withdraw.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review for Laura Clarke

April 2024

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

I wanted to use a local advisor with a good knowledge of the current mortgage market.

How has Laura helped you?

Laura is a very friendly mortgage advisor who has really gone out of her way to help us in getting the best product available for us.

Have you seen the outcome you were hoping for?

The outcome we received from Laura's advice was exceptional. Tenet should be really proud to have Laura working on there behalf as she is a real asset.

What could they have done better?

Not alot!

Review for Laura Clarke

April 2024

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

Discuss mortgage options- ranging from buy to let, to residential.

How has Laura helped you?

Laura has spent a lot of time and effort answering our many questions, and once we decided on the right choice for us Laura was there to guide us through that. We are now buying a bigger family home and required a small mortgage for this. We have also discussed wills and life insurances.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

I can't think of anything Laura could improve on. She answers questions very timely and explains herself very well, very professional and very knowledgeable.