Top Rated Firm 2026
6449 reviews | 53 verified advisers
Review for Emily Brear
What could they have done better?
Nothing in particular.
What were the circumstances that caused you to initially look for a financial adviser?
Emily has been my advisor for the past three years, every time she has excelled in her service and professional advice.
How has Emily helped you?
Emily demonstrated a thorough understanding of my financial position and provided clear, considered advice that left me feeling genuinely confident about my pension planning. Her professionalism and attention to detail were exemplary, and it was deeply reassuring to know that my long-term financial health is in such capable hands.
Have you seen the outcome you were hoping for?
Yes, the detailed presentation has been backed by relevant documents providing all details that was discussed during the review meeting.
Review for David Gruenstein
What were the circumstances that caused you to initially look for a financial adviser?
On retirement from full time work
How has David helped you?
David has been extremely helpful and clear in his advice. balancin my risk appetite against performance need
Have you seen the outcome you were hoping for?
Very much so
Review for George Hicks
What could they have done better?
Not a lot, George delivered!
What were the circumstances that caused you to initially look for a financial adviser?
I was looking for a holistic approach to managing investments/pension fund following a change in personal circumstances.
How has George helped you?
George has given sensible advice, looking across a broad range of investment options and suggesting a strategy for maximising future income.
Have you seen the outcome you were hoping for?
Very much so.
Review for Dean McSloy
What could they have done better?
Can’t think of anything.
What were the circumstances that caused you to initially look for a financial adviser?
I was a few months off my retirement and wanted a review of my various pension schemes with advice on the different options.
How has Dean helped you?
He helped assess our financial needs and options and also with the mechanics of arranging the regular payments from my DB schemes and transfer of DC schemes into a SIPP with TPO.
Have you seen the outcome you were hoping for?
Yes. Dean gave us sound advice that was in our interest (not my experience with another investment advisor a few years back). We feel much more financially secure now plus see that the pension fund monies have performed v well since being placed with TPO. (I appreciate that it may go down in the future of course). Dean has a really nice way of communicating.
Review for Paul Sanders
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to make more from my investments/savings
How has Paul helped you?
Helped me generate a better return on my savings/investments and financially plan for my future
Have you seen the outcome you were hoping for?
Yes
