Top Rated Firm 2025
5596 reviews | 52 verified advisers
Review for Abigail Banks
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Divorce
How has Abigail helped you?
Abigail is very kind and helpful and explains things very clearly to me I know that I can always contact her if I need help or advice
Have you seen the outcome you were hoping for?
My divorce settlement is being managed well
Review for Francine Kelly
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning.
How has Francine helped you?
Francine explained exactly how our investment was working and gave us lots of advice.
Have you seen the outcome you were hoping for?
So far, yes.
Review for Dean McSloy
What could they have done better?
Nothing I can think of.
What were the circumstances that caused you to initially look for a financial adviser?
We had a complicated financial situation and needed professional independent advice.
How has Dean helped you?
Dean has been very professional, thorough and knowledgeable and happy to take on board our preferences.
Have you seen the outcome you were hoping for?
Yes definitely!
Review for George Hicks
What could they have done better?
No
What were the circumstances that caused you to initially look for a financial adviser?
Bad advice from previous advisors
How has George helped you?
Down to earth advice and puts advice in easy language to understand
Have you seen the outcome you were hoping for?
Yes
Review for Grace Whalley
What could they have done better?
No.
What were the circumstances that caused you to initially look for a financial adviser?
I had no need to initially look for an adviser, Grace Whalley was always most attentive to keeping an eye on my finances. This was especially good of her I feel when the amount invested is not a large one. At my last meeting, which my son and a daughter also attended too, they were most appreciative of her sincere concern for me.
How has Grace helped you?
In every way to gain as much as is possible. I had the best advice
Have you seen the outcome you were hoping for?
On the advice given, yes.
