Top Rated Firm 2026
6827 reviews | 54 verified advisers
Long term family relationship
George is incredibly responsive, helpful and knowledgable. All interactions have been worthwhile and his help and guidance is hugely appreciated
Yes
Retirement planning following redundancy
Chris has provided a smooth transfer from my previous advisor who is retiring and continued to provide up to date advise in what has been a quickly changing environment.
So far so good
Very little could have been done better.
Rogan successfully took over from my previous advisor.
Rohan listened to my financial requirements and gave me valuable advice on diversifying my portfolio.
My portfolio of funds is doing well on a very difficult financial period.
Nothing
I had a monetary windfall and needed to ensure that this would grow in addition to receiving an income from it.
Paul has proven that he can not only keep my investment safe but also provide good growth. He has also been instrumental in helping me to fulfil my desire to help my family financially.
Yes, my investment has grown healthily, despite my taking a regular income from it.
Nothing
I was not happy with my existing adviser
I think my pension pot is well invested
Too soon to say