Top Rated Firm 2026
5962 reviews | 52 verified advisers
Review for Donna Buffham
What could they have done better?
I trust her judgment and think she is very good.
What were the circumstances that caused you to initially look for a financial adviser?
I had some money.
How has Donna helped you?
Donna has helped me invest and also arranged for me to have an income from my investments.
Have you seen the outcome you were hoping for?
Yes, but it is an ongoing exercise and Donna continues to advise me so the "outcome" is ongoing.
Review for Sam Curtis
What could they have done better?
Nothing I can think of.
What were the circumstances that caused you to initially look for a financial adviser?
I was nearing retirement and wanted expert advice on my pensions, and how to manage them when I did retire.
How has Sam helped you?
Sam has been excellent in advising me on how to structure my pension funds, so that they work for my wife and I in our retirement. This has always been done in a friendly and easy to understand way, making me extremely comfortable in his advice, and recommendations.
Have you seen the outcome you were hoping for?
Yes very much so, the funds are working extremely well.
Review for David Gruenstein
What could they have done better?
Nothing all processes & systems work
What were the circumstances that caused you to initially look for a financial adviser?
Pensions
How has David helped you?
Provided fact based advice with excellent analysis & structure
Have you seen the outcome you were hoping for?
Yes
Review for Paul Sanders
What could they have done better?
Nothing, good relationship
What were the circumstances that caused you to initially look for a financial adviser?
Annual review
How has Paul helped you?
Financial planning, tax advice
Have you seen the outcome you were hoping for?
Absolutely
Review for Alex Shields
What could they have done better?
Alex could not have done anything better
What were the circumstances that caused you to initially look for a financial adviser?
My wife and I wished to ensure that we could afford our plans for retirement
How has Alex helped you?
Alex has provided clear, helpful advice and demonstrated with cash flow modelling that we can afford our plans
Have you seen the outcome you were hoping for?
Yes. We have not yet retired but plans are in place to do so imminently
