Top Rated Firm 2026
6118 reviews | 51 verified advisers
Review for Steffan Alemanno
What could they have done better?
No
What were the circumstances that caused you to initially look for a financial adviser?
Approaching age at which I was looking to retire
How has Steffan helped you?
Great advice making use of his extensive knowledge in this field
Have you seen the outcome you were hoping for?
Yes, so far
Review for Alex Hatfield
What were the circumstances that caused you to initially look for a financial adviser?
On approaching retirement I was looking for a complete financial review of my pensions and finances, and for confirmation that I could provide a comfortable life style in retirement. I also wanted to work with an independent advisor.
How has Alex helped you?
He has thoroughly understood my requirements, appetite for risk, concerns for IHT planning, providing sound advice and demonstrated that this life style could be achieved with cash flow modelling. We then developed and executed a more detailed plan for my pensions and investments.
Have you seen the outcome you were hoping for?
Very much so.
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
