Top Rated Firm 2026
6221 reviews | 52 verified advisers
Review for Jack Barratt
What could they have done better?
Nothing. Jack was fantastic from start to finish. Can’t recommend highly enough!
What were the circumstances that caused you to initially look for a financial adviser?
Reached retirement age
How has Jack helped you?
Investigated my 3 company pensions and found me a suitable annuity for my retirement
Have you seen the outcome you were hoping for?
Absolutely!
Review for Donna Buffham
What could they have done better?
I am not qualified to judge
What were the circumstances that caused you to initially look for a financial adviser?
Advice from my partner
How has Donna helped you?
I now feel my money is invested in a range of appropriate products, was a good yield for my chosen level of risk
Have you seen the outcome you were hoping for?
Yes, in most years
Review for Alex Shields
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to invest my money.
How has Alex helped you?
He was very knowledgeable and explained everything to me.
Have you seen the outcome you were hoping for?
Yes
Review for Dan Alder
What were the circumstances that caused you to initially look for a financial adviser?
I had been managing my investments and decided a professional would be better at it
How has Dan helped you?
By recommending levels of risk to expose my investments to against my circumstances and drawdown requirements. Helping me when deciding the level of drawdown both taxable and tax free
Have you seen the outcome you were hoping for?
Yes, my returns to date have been far higher than I achieved
Review for Freddie Fitton
What could they have done better?
No.
What were the circumstances that caused you to initially look for a financial adviser?
Lump sum awarded by life insurance.
How has Freddie helped you?
Annual advice on our portfolio and help and advice with withdrawals.
Have you seen the outcome you were hoping for?
Yes.
