Top Rated Firm 2026
6761 reviews | 55 verified advisers
Review for Katy Gordon
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Investing retirement lump sum
How has Katy helped you?
Katy explained the current financial markets, and the investment strategy behind our portfolio
Have you seen the outcome you were hoping for?
Yes
Review for Clare McCarthy
What could they have done better?
Nothing comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
Entering retirement and looking to ensure appropriate balance of growing investment, managing risk in my portfolio and ensuring appropriate income level for the remaining decades.
How has Clare helped you?
Made appropriate recommendation to protect and maximise my portfolio. The results so far have been excellent.
Have you seen the outcome you were hoping for?
As above, yes absolutely. A very satisfying growth in my portfolio.
Review for Francine Kelly
What could they have done better?
Nothinh
What were the circumstances that caused you to initially look for a financial adviser?
I'm not an expert and realise I need help; to give me confidence
How has Francine helped you?
Clear advice. Very good explanations. Reassuring.
Have you seen the outcome you were hoping for?
Not yet; early days
Review for Edward Tudor
What could they have done better?
So far there is nothing else I need but if there is I am sure he will respond in a timely and friendly manner.
What were the circumstances that caused you to initially look for a financial adviser?
I was dissatisfied with the service I was receiving from Hargreaves Lansdown.
How has Edward helped you?
He is approachable, always responds to requests for a Teams meeting and is willing to explain even quite basic things to me and I don't feel embarrassed about raising my concerns , however trivial.
Have you seen the outcome you were hoping for?
Yes
Review for Edward Tudor
What could they have done better?
No
What were the circumstances that caused you to initially look for a financial adviser?
I decided to retire early and needed advice
How has Edward helped you?
He and his colleagues spoke to my wife and I and clarified our position.
Have you seen the outcome you were hoping for?
Absolutely
