Top Rated Firm 2026
6000 reviews | 52 verified advisers
Review for Dan Alder
What could they have done better?
I am happy with the service Dan has provided.
What were the circumstances that caused you to initially look for a financial adviser?
I needed to better understand on how to manage my finances.
How has Dan helped you?
Dan has helped me to understand the quality of my investment.
Have you seen the outcome you were hoping for?
Right now I am happy with the performance of my investments
Review for Alex Shields
What were the circumstances that caused you to initially look for a financial adviser?
Tecognising need for professional advice rather than taking an amateur view of things.
How has Alex helped you?
Brought clarity to situations, asviswd in aspects of law/taxation that I wasn’t familiar with
Have you seen the outcome you were hoping for?
More or less, always difficult to know what to expect and what tye causes are but generally pleased.
Review for Emily Brear
What were the circumstances that caused you to initially look for a financial adviser?
I was approaching retirement and wanted to ensure I optimised my income via annuity.
How has Emily helped you?
Emily did a review of my finances confirmed the wisdom of the annuity route and obtained the best annuity deal for me.
Have you seen the outcome you were hoping for?
Yes, 100%
Review for Dan Alder
What could they have done better?
Perhaps showing a best case, median and worse case scenarios of what could happen to investments. When anyone invests the advice always given is they can go down as well as up.
What were the circumstances that caused you to initially look for a financial adviser?
The original reason was to see when I could plan for my retirement, and, had I accumulated sufficient funds to retire comfortably. Now I am retired I have regular meetings to consider my finances, health and whatifs of future years.
How has Dan helped you?
Dan has provided advice on what my finances look like for the future years in retirement, plus arranging life insurance and assists in providing advice on drawing down from my SIPP.
Have you seen the outcome you were hoping for?
I have seen my portfolio grow steadily, even after drawing down for financing holidays and other requirements to assist me until I received my state pension. Therefore, yes outcomes I have been shown were proven and just what I hoped for.
Review for Roger Clarke
What could they have done better?
Historically, there were some administrative issues with switching investment platforms but these appear to have been resolved.
What were the circumstances that caused you to initially look for a financial adviser?
I began making contributions to personal pension arrangements in the 1980s and required advice.
How has Roger helped you?
Roger inherited the appointment on the retirement of my previous advisor. He has helped me in converting my pension arrangements into a self invested personal pension, planning for future pension withdrawals and investment strategy (both for pensions and ISAs).
Have you seen the outcome you were hoping for?
Yes
