Top Rated Firm 2026
6113 reviews | 51 verified advisers
Review for Ellie Jarvis
What could they have done better?
Sightly quicker responses to my emails. Pre-arrange a time for telephone conversations, I was not prepared before our last conversation
What were the circumstances that caused you to initially look for a financial adviser?
Dissatisfied by generic advice of refocus financial adviser
How has Ellie helped you?
Assured me that I have sufficient sources of income for my needs
Have you seen the outcome you were hoping for?
Yes
Review for Rowan Hedley
What could they have done better?
nothing
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning
How has Rowan helped you?
discussing options and advising on investment
Have you seen the outcome you were hoping for?
there has been a steady growth in my investment
Review for Susan Tait
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
The need to invest for the long term for health reasons
How has Susan helped you?
Provided unbiased advice specifically designed towards my needs and requirements.
Have you seen the outcome you were hoping for?
Yes
Review for Alex Shields
What could they have done better?
Nothing coming to mind!
What were the circumstances that caused you to initially look for a financial adviser?
Looking to understand and manage our investments and financial planning with professional expert advice and support
How has Alex helped you?
Alex has been/is absolutely excellent, first rate with all his wide ranging advice helping us hugely with our financial planning - great listener, experienced and balanced - a real pleasure to deal with him and his colleagues, my wife/I can’t recommend him highly enough, thank you!
Have you seen the outcome you were hoping for?
Yes very much so
Review for Emily Brear
What could they have done better?
Happy as things are
What were the circumstances that caused you to initially look for a financial adviser?
Has done what was asked
How has Emily helped you?
Clearly explained my pension forecast
Have you seen the outcome you were hoping for?
Yes
