Top Rated Firm 2025
5425 reviews | 52 verified advisers
Review for Laura McLean
What could they have done better?
Maybe we could have talked about annuities at our last call. But we did discuss during followup emails. All good.
What were the circumstances that caused you to initially look for a financial adviser?
I had to transfer IFA due to retirement. Another firm was recommended but I decided to talk to some others. I was immediately impressed with Laura and Alex with their knowledge and advice. It immediately felt like a good fit and what I was looking for.
How has Laura helped you?
Understanding my financial and pension options.
Have you seen the outcome you were hoping for?
Yes. All meetings with Laura and Alex have been great. Their advice has been invaluable.
Review for Grace Whalley
What could they have done better?
Nothing that I was aware of.
What were the circumstances that caused you to initially look for a financial adviser?
I have been a client of the Private Office for many years
How has Grace helped you?
Yes we had a face to face meeting and Grace was able to explain things clearly and answer any questions that I had.
Have you seen the outcome you were hoping for?
Yes I so far as I was expecting any outcome.
Review for George Hicks
What could they have done better?
Influenced government policy
What were the circumstances that caused you to initially look for a financial adviser?
Inheritance tax efficiency
How has George helped you?
Excellent analysis of our situation and options for the way forward
Have you seen the outcome you were hoping for?
Not yet
Review for Clare McCarthy
What could they have done better?
Nothing she is great
What were the circumstances that caused you to initially look for a financial adviser?
I needed help organising my finances
How has Clare helped you?
She has been brilliant explains things really well without being patronising
Have you seen the outcome you were hoping for?
Better than I would have hoped
Review for David Gruenstein
What were the circumstances that caused you to initially look for a financial adviser?
Ongoing relationship
How has David helped you?
Advised on platform transfer and portfolio adjustment
Have you seen the outcome you were hoping for?
Yes
