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Top Rated Firm 2026

6137 reviews | 51 verified advisers

Selection of recent reviews. Read all reviews

Review for Mark Chicken

March 2026

What could they have done better?

N/a

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

Advice needed on all the above after former adviser retired and takeover company did not live up to expectations

How has Mark helped you?

With absolutely everything I asked him, and is always patient, clear, courteous and very approachable x does not mind me asking stupid questions..

Have you seen the outcome you were hoping for?

Yes, always

Review for Christie Tillett

March 2026

What could they have done better?

Yeah - they could have found buried treasure in the garden! No, I think she’s done an amazing job.

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

I had to take early semi retirement

How has Christie helped you?

Christie has done a fabulous job pulling all the information about the pensions I have spread over a 40 years of work and designs a financial plan that fit the brief I created with Christie’s guidance and input

Have you seen the outcome you were hoping for?

I’m living it right now - and the future is projected and anticipated as far as one can

Review for Mat Clark

March 2026

What could they have done better?

Thats is good question which I don't have answer..!

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

To Consolidate my Pension.

How has Mat helped you?

Mat has been allocated to me as previous business adviser I had has left the company..

Have you seen the outcome you were hoping for?

Yes..

Review for Dean McSloy

March 2026

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

I was looking for an advice with regards to transferring my company pension pot.

How has Dean helped you?

Dean provides ongoing help and advice and this is not just at the annual review meeting.

Have you seen the outcome you were hoping for?

Yes, even during the turbulent times that we live in.

Review for George Hicks

March 2026

What could they have done better?

Nothing so farv

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

Need for advice on investing planning

How has George helped you?

Excellent and effective advice Sympathetic manner

Have you seen the outcome you were hoping for?

Very much so