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Top Rated Firm 2026

6441 reviews | 53 verified advisers

Selection of recent reviews. Read all reviews

Review for Paul Sanders

May 2026

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

I wanted to make more from my investments/savings

How has Paul helped you?

Helped me generate a better return on my savings/investments and financially plan for my future

Have you seen the outcome you were hoping for?

Yes

Review for Merve Oral

May 2026

What could they have done better?

Merve is great!

What were the circumstances that caused you to initially look for a financial adviser?

Our pensions were not enough

How has Merve helped you?

She helped us merge our pensions and invest them with a better plan.

Have you seen the outcome you were hoping for?

yes

Review for David Gruenstein

May 2026

What were the circumstances that caused you to initially look for a financial adviser?

Uncertain job situation which gave me concern on my financial independence.

How has David helped you?

I approached David and he gave me assurances having analysed my financial circumstances

Have you seen the outcome you were hoping for?

Yes, my pension and ISA have grown at rate higher than expected

Review for Jake De La Cour

May 2026

What could they have done better?

Given the current economic climate they have performed very well

What were the circumstances that caused you to initially look for a financial adviser?

Preparation for retirement

How has Jake helped you?

Monitoring our investments

Have you seen the outcome you were hoping for?

Yes

Review for Jack Barratt

May 2026

What could they have done better?

Not have Trump as president in US?

What were the circumstances that caused you to initially look for a financial adviser?

Approaching retirement

How has Jack helped you?

Reassurance and advice

Have you seen the outcome you were hoping for?

Mostly, but these are volatile times.