badge

Top Rated Firm 2026

6827 reviews | 54 verified advisers

Selection of recent reviews. Read all reviews

Review for George Hicks

September 2026

What were the circumstances that caused you to initially look for a financial adviser?

Long term family relationship

How has George helped you?

George is incredibly responsive, helpful and knowledgable. All interactions have been worthwhile and his help and guidance is hugely appreciated

Have you seen the outcome you were hoping for?

Yes

Review for Chris Merry

September 2026

What were the circumstances that caused you to initially look for a financial adviser?

Retirement planning following redundancy

How has Chris helped you?

Chris has provided a smooth transfer from my previous advisor who is retiring and continued to provide up to date advise in what has been a quickly changing environment.

Have you seen the outcome you were hoping for?

So far so good

Review for Rohan Sandhu

September 2026

What could they have done better?

Very little could have been done better.

What were the circumstances that caused you to initially look for a financial adviser?

Rogan successfully took over from my previous advisor.

How has Rohan helped you?

Rohan listened to my financial requirements and gave me valuable advice on diversifying my portfolio.

Have you seen the outcome you were hoping for?

My portfolio of funds is doing well on a very difficult financial period.

Review for Paul Sanders

September 2026

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

I had a monetary windfall and needed to ensure that this would grow in addition to receiving an income from it.

How has Paul helped you?

Paul has proven that he can not only keep my investment safe but also provide good growth. He has also been instrumental in helping me to fulfil my desire to help my family financially.

Have you seen the outcome you were hoping for?

Yes, my investment has grown healthily, despite my taking a regular income from it.

Review for Alexander Law

September 2026

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

I was not happy with my existing adviser

How has Alexander helped you?

I think my pension pot is well invested

Have you seen the outcome you were hoping for?

Too soon to say