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Top Rated Firm 2026

6804 reviews | 52 verified advisers

Selection of recent reviews. Read all reviews

Review for Paul Sanders

November 2026

What could they have done better?

Have a crystal ball

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

To obtain expert advice on my pensions and other assets

How has Paul helped you?

He has given the expert advice I sought in very economically challenging times

Have you seen the outcome you were hoping for?

Yes in so far as the circumstances have permitted

Review for Paul Sanders

November 2026

What could they have done better?

N/A

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

Retirement plannimg in early 50's

How has Paul helped you?

Advice on investment of pensions savings

Have you seen the outcome you were hoping for?

Yes, significant growth in our investment portfolio allowed us to retire in early 60's

Review for Chris Merry

November 2026

What could they have done better?

Nothing

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

Unhappy with the financial return on my investment with another company

How has Chris helped you?

His advice has improved the financial return on my savings

Have you seen the outcome you were hoping for?

yes

Review for George Hicks

November 2026

What could they have done better?

Nothing so far as we can see

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

Previous advice from another firm cost me money

How has George helped you?

General advice on all my financial needs

Have you seen the outcome you were hoping for?

Yes

Review for Sarah Beall

November 2026

What could they have done better?

Nothing in respect to Sarah personally. The amount of documentation post review is always a little daunting but relevant.

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

I had to find a management company for a pension pot

How has Sarah helped you?

Given sound, unbiased financial advice in a professional, friendly manner.

Have you seen the outcome you were hoping for?

Ye