Top Rated Firm 2026
6495 reviews | 53 verified advisers
Review for Dean McSloy
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 Dean helped you?
Dean has been a terrific help. Explained our options clearly and in detail. Reviews held regularly and in great depth. Always available.
Have you seen the outcome you were hoping for?
Yes, entirely happy with how things are going
Review for Dean McSloy
What could they have done better?
Nothing. More than satisfied with initial and ongoing management
What were the circumstances that caused you to initially look for a financial adviser?
Preparing for retirement and use of my pension pot
How has Dean helped you?
Facilitated lump sum pension drawdown and ongoing pro active management of pension pots for both my wife and I . Always available to discuss ongoing fluctuations and react positively to market conditions
Have you seen the outcome you were hoping for?
Yes, all very positive, and he continues to review regularly with proactive advice
Review for Christie Tillett
What could they have done better?
I can't think of anything.
What were the circumstances that caused you to initially look for a financial adviser?
I was getting older and wanted help to protect my capital to provide for my retirement.
How has Christie helped you?
I have been a TPO client for many years and with another adviser before Christie. She helps me understand financial matters that I need help to understand.
Have you seen the outcome you were hoping for?
Yes absolutely!
Review for Matthew Cole
What could they have done better?
Nothing - we are very happy
What were the circumstances that caused you to initially look for a financial adviser?
Advice on future financial planning which I didn.t feel I have the skills to do
How has Matthew helped you?
By advising us on future investments to keep us fiancially secure.
Have you seen the outcome you were hoping for?
This is a long term strategy but so far this is working for us
Review for Sam Curtis
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?
Retirement planning
How has Sam helped you?
Sam advised about possible investment options and helped me navigate the tricky technical aspects of investing. He was very helpful too in terms of tax advice and planning to help my children
Have you seen the outcome you were hoping for?
Yes
