Top Rated Firm 2026
6053 reviews | 52 verified advisers
Review for Sarah Nesbitt
What could they have done better?
In my case, nothing really. Sarah has listened carefully and reflected back on my wishes and concerns in a very informative manner.
What were the circumstances that caused you to initially look for a financial adviser?
I had not done any retirement planning and had pensions and funds distributed all over the place.
How has Sarah helped you?
Sarah has helped me think strategically about how I manage my pension fund.
Have you seen the outcome you were hoping for?
Yes
Review for Matthew Cole
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
My partner died leaving me with and estate and funds to manage
How has Matthew helped you?
Matthew has been fantastic in his communication, patience and most of all, his guidance through a difficult situation
Have you seen the outcome you were hoping for?
I have and still am
Review for Sam Curtis
What could they have done better?
Fees are high relative to some other advisors however at present it’s offering me value for money.
What were the circumstances that caused you to initially look for a financial adviser?
I have been TPO client for a number of years and Sam initially assisted a senior member to pride me with financial advise. However in the last two years he has been the primary contact and I have reached out to him for continued advise and management of pensions, current income sources and future financial health.
How has Sam helped you?
Sam has been very helpful in advising the most tax efficient way of managing pensions, income and other assets. He has performed a thorough review and modelling taking into consideration all my goals, investment risks and key milestones. Sam is always available to discuss or answer any questions as they arise during the year, although we always catch up during the annual review.
Have you seen the outcome you were hoping for?
The outcome has been very favourable and reassuring to know that overall I am getting a better return on my investments for the fees charged by TPO.
Review for Ellie Jarvis
What were the circumstances that caused you to initially look for a financial adviser?
Needed best investment that catered for my needs
How has Ellie helped you?
advice
Have you seen the outcome you were hoping for?
Yes so far
Review for Alexander Law
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
I needed help in pension and investments. I got the TPO details from the government recommendation.
How has Alexander helped you?
Alex explained all the questions that I had about the best way to invest and my pension so I can gave the option to retire early.
Have you seen the outcome you were hoping for?
Yes, and much more.
