Top Rated Firm 2025
5188 reviews | 52 verified advisers
Review for Rohan Sandhu
What could they have done better?
nothing
What were the circumstances that caused you to initially look for a financial adviser?
reccomended by accountant
How has Rohan helped you?
Financial planning
Have you seen the outcome you were hoping for?
Yes
Review for Ellie Jarvis
What could they have done better?
I only wish I had seen her earlier!
What were the circumstances that caused you to initially look for a financial adviser?
I wanted independent financial advice with regard to pensions & retirement planning.
How has Ellie helped you?
She navigated my husband & myself through the options for retirement planning & investments.
Have you seen the outcome you were hoping for?
Yes.
Review for Clare McCarthy
What could they have done better?
I don't know.
What were the circumstances that caused you to initially look for a financial adviser?
I inherited some money and was also nearing retirement.
How has Clare helped you?
Clare discusses options and the risks I'd be prepared to take, as well as different ways of investing, to strike a balance and hold some funds in more ethical investments.
Have you seen the outcome you were hoping for?
Yes, ups and downs as I'd expect, but overall better than expected.
Review for Ellie Jarvis
What could they have done better?
Quicker back office support for actioning some of her recommendations
What were the circumstances that caused you to initially look for a financial adviser?
Wanting a more accessible advisor - video appointments and online services
How has Ellie helped you?
Used the TPO tools to show us what we already had in a clearer way and helped us improve our savings approach.
Have you seen the outcome you were hoping for?
Yes
Review for Alex Hatfield
What could they have done better?
Nothing. Alex’s calm, considerate and reassuring manner has been of enormous benefit to us as we worked through our financial plans.
What were the circumstances that caused you to initially look for a financial adviser?
We were acutely conscious of our limited understanding of how best to financially plan for our retirement and knew we needed expert advice. TPO were recommended to us by one of the big accountancy firms.
How has Alex helped you?
In multiple ways. Alex provided us with a detailed analysis of our financial situation and detailed projections of how we could manage the future based on our desired spending levels in retirement.
Have you seen the outcome you were hoping for?
Absolutely. Alex has allowed us to move ahead confidently without day to day worries about our financial security.
