Top Rated Firm 2026
6804 reviews | 52 verified advisers
Have a crystal ball
To obtain expert advice on my pensions and other assets
He has given the expert advice I sought in very economically challenging times
Yes in so far as the circumstances have permitted
N/A
Retirement plannimg in early 50's
Advice on investment of pensions savings
Yes, significant growth in our investment portfolio allowed us to retire in early 60's
Nothing
Unhappy with the financial return on my investment with another company
His advice has improved the financial return on my savings
yes
Nothing so far as we can see
Previous advice from another firm cost me money
General advice on all my financial needs
Yes
Nothing in respect to Sarah personally. The amount of documentation post review is always a little daunting but relevant.
I had to find a management company for a pension pot
Given sound, unbiased financial advice in a professional, friendly manner.
Ye