Top Rated Firm 2026
6379 reviews | 52 verified advisers
Review for Steffan Alemanno
What were the circumstances that caused you to initially look for a financial adviser?
Annual review
How has Steffan helped you?
Understanding of my financial situation in an easy to understand way
Have you seen the outcome you were hoping for?
Yes
Review for Rohan Sandhu
What could they have done better?
Rohan's advice has been great and timely. We can't think of anything which could be done better.
What were the circumstances that caused you to initially look for a financial adviser?
We first looked for an advisor as I was coming up for retirement and wanted to understand what the best options were.
How has Rohan helped you?
He has helped us understand our options, explaining the implications and benefits. We feel we are in good financial shape with the advice Rohan has provided and feel confident about the future.
Have you seen the outcome you were hoping for?
Yes. We feel out pensions are in a good state and we understand the financial plan for the coming years.
Review for Paul Sanders
What could they have done better?
Nothing other than crystal ball for market predictions
What were the circumstances that caused you to initially look for a financial adviser?
Work Pension provider, but soon expanded into pooling/grouping of pensions and financial planning
How has Paul helped you?
Personal confidant on all matters financial and supportive on discussions on risk profile
Have you seen the outcome you were hoping for?
absolutely
Review for Rohan Sandhu
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
At the age of 59 I was looking for the best way of managing mortgages, pensions & property to fund our retirement
How has Rohan helped you?
We have spent a year working together to plan our proposed cash flows & retirement plan. With Rohan’s knowledge & projections, he showed us that actually we can bring our retirement forward by 2/3 years. His helpful advice regarding tax efficiency has basically funded the fees. After expecting to pay the fee for one off consultation we have decided to go for the regular ongoing fee structure. He is very personable & his knowledge & expertise immeasurable!
Have you seen the outcome you were hoping for?
The outcome has been above & beyond expectations
Review for George Hicks
What could they have done better?
Perhaps a little more written information regards the performance of our assets.
What were the circumstances that caused you to initially look for a financial adviser?
We came into a sum of money.
How has George helped you?
Solid and safe advice.
Have you seen the outcome you were hoping for?
Largely. Perhaps a little more
