Top Rated Firm 2026
6146 reviews | 51 verified advisers
Review for Tony Padgett
What were the circumstances that caused you to initially look for a financial adviser?
Complex issues with inheritance .
How has Tony helped you?
Tony has always explained our investment issues clearly, and has outlined possible courses of action.
Have you seen the outcome you were hoping for?
Yes, we are very happy with our investments, and the advice given.
Review for Tony Padgett
What could they have done better?
Can’t think of anything
What were the circumstances that caused you to initially look for a financial adviser?
To understand my pension situation and how to transition into retirement
How has Tony helped you?
Answered all questions, presented a plan and allowed me to move forward with confidence
Have you seen the outcome you were hoping for?
Yes
Review for Jason Wood
What could they have done better?
Nothing of note so far.
What were the circumstances that caused you to initially look for a financial adviser?
We needed assistance in looking after our savings and investments
How has Jason helped you?
Jason has been open, honest and friendly and has given us great confidence in our future planning
Have you seen the outcome you were hoping for?
Early days yet, previously we did not have a plan but now we do!
Review for Tony Padgett
What could they have done better?
Nothing that I am aware of
What were the circumstances that caused you to initially look for a financial adviser?
Retired age 55 not knowing how to achieve the best long term income
How has Tony helped you?
We have achieved the required long term goals
Have you seen the outcome you were hoping for?
Yes
Review for Jason Wood
What could they have done better?
Hard to say
What were the circumstances that caused you to initially look for a financial adviser?
Managing wealth in retirement
How has Jason helped you?
With investments and future planning, including gifting and inheritance planning
Have you seen the outcome you were hoping for?
Yes
