Top Rated Firm 2026
6888 reviews | 56 verified advisers
Review for Sam Curtis
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?
Initially I wanted advice on my pensions and financial planning.
How has Sam helped you?
Sam has helped with my pensions and planning to enable me to leave a career job.
Have you seen the outcome you were hoping for?
Yes
Review for Clare McCarthy
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Clare helped you?
Mapping our pension plan
Have you seen the outcome you were hoping for?
Expectations exceeded
Review for Julian Frere
What could they have done better?
The data quality of how to look at and the classification of investments is sometimes off track.
What were the circumstances that caused you to initially look for a financial adviser?
Managing my pension pot.
How has Julian helped you?
Good advice and a regular coaching review of the strategy and actions. He is a great sounding board and is open and honest about his thoughts and ideas.
Have you seen the outcome you were hoping for?
Yes, fund is performing well. I feel confident in my strategy and financial position.
Review for Dan Alder
What could they have done better?
Put his out of office on when he goes away!!!
What were the circumstances that caused you to initially look for a financial adviser?
I was not satisfied with the advice I was receiving from my previous broker
How has Dan helped you?
Dan takes a considered approach after listening to short and long term goals and what the important goals are
Have you seen the outcome you were hoping for?
So far yes! Dan is responsive and guides me when I can’t decide the best course of action
Review for Tony Padgett
What could they have done better?
Can’t think of anything - all good for us!
What were the circumstances that caused you to initially look for a financial adviser?
Capital received from house sale/death of parent needed investing
How has Tony helped you?
He and his colleagues have given us a good return on our investment. He has ‘educated’ us as to the best ways to invest and to view our investments for our own needs and (hopefully not for some time) those of our family.
Have you seen the outcome you were hoping for?
Certainly
