Top Rated Firm 2026
5878 reviews | 52 verified advisers
Review for Jason Wood
What could they have done better?
Nothing leaps to mind. The SIPP used the wrong tax code for my drawdown which means I am paying HMRC back for a few months but I dont think this was anything down to Jason.
What were the circumstances that caused you to initially look for a financial adviser?
I was considering retirement. I just needed to be sure that I was in a good position to do so. I felt I probably was but needed someone who could confirm it was a good idea.
How has Jason helped you?
Jason confirmed my plan was workable and set up the transfers and investment buckets needed. I would have had no idea how to do this. I would probably opted for an annuity and this would be an expensive and not very tax efficient option. I also needed to make sure my wife has a sufficient pension if anything happened to me.
Have you seen the outcome you were hoping for?
The plan seems to be working. I feel comfortable with how it’s progressing.
Review for Edward Tudor
What could they have done better?
Bearing in mind that I have only been introduced to Ed over the last couple of months or so , which have been perfectly satisfactory, I have not had enough time to formulate any further judgements.
What were the circumstances that caused you to initially look for a financial adviser?
I have been a client and, I hope, friend of Roger Clarke for the last thirty years or so. He is retiring at the end of this year. I need someone else to carry on the good work.
How has Edward helped you?
I hope that Ed will continue to handle my affairs in exactly the same way as Roger Clarke has
Have you seen the outcome you were hoping for?
So far yes I have.
Review for Mark Chicken
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I was coming up to retirement age , and I had about 6 work place pensions and 2 private pensions and wanted to bring them together in one pot
How has Mark helped you?
He brought all the pension together in one pot and explained the pros and cons
Have you seen the outcome you were hoping for?
Yes so far
Review for Katie Jackson
What could they have done better?
Nothing springs to mind
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Katie helped you?
By offering advice on our SIPP investment and investments outside our SIPP
Have you seen the outcome you were hoping for?
So far so good
Review for Pippa Vick
What could they have done better?
Nothing springs to mind. My various pensions are combined and I am now fully retired using my pension to provide the income required.
What were the circumstances that caused you to initially look for a financial adviser?
Combining my various pension pots and financial review to see at what age I could retire.
How has Pippa helped you?
My pension pots are now combined and I am now fully retired using my pension as my income
Have you seen the outcome you were hoping for?
Yes !
