Top Rated Firm 2026
6913 reviews | 54 verified advisers
Review for Abby Ivison
What could they have done better?
None
What were the circumstances that caused you to initially look for a financial adviser?
I wanted professional advice for my private pension with long term financial planning and stability into my retirement years.
How has Abby helped you?
She has provided good advice and implemented financial stability for my pension, giving peace of mind.
Have you seen the outcome you were hoping for?
Yes so far the outcome has been successful and exceeded market conditions.
Review for Robert Morse
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Help with investments and pensions with very sound advice how
How has Robert helped you?
Face to face with sound advice
Have you seen the outcome you were hoping for?
Yes we were quite satisfied
Review for Sarah Beall
What were the circumstances that caused you to initially look for a financial adviser?
Retirement and the need for help to manage my pension.
How has Sarah helped you?
Clear, friendly, professional advice, nothing feels too much trouble and Sarah is interested and engaged in my financial future.
Have you seen the outcome you were hoping for?
Yes
Review for Steffan Alemanno
What could they have done better?
I do not want to take any risks, so I am happy with things as they are.
What were the circumstances that caused you to initially look for a financial adviser?
After retiring, I needed advice on what to do with my private pension.
How has Steffan helped you?
He is sincere, listened to my wishes and acted on what I wanted to do.
Have you seen the outcome you were hoping for?
Yes. I am cautious and told Steffan that I do not want to take any risks with my pension pot.
Review for Robert Morse
What could they have done better?
Not sure
What were the circumstances that caused you to initially look for a financial adviser?
I needed advice to invest money.
How has Robert helped you?
Robert has advised on a number of issues for me
Have you seen the outcome you were hoping for?
yes
