Top Rated Firm 2026
6635 reviews | 53 verified advisers
Review for Alex Hatfield
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
My late husband and I initially contacted Alex for advice concerning his pension and savings options
How has Alex helped you?
Alex has been fantastic all the way, particularly since my husband's death when I needed a lot of help navigating the seemingly overwhelming process of sorting our affairs. He is approachable, straight talking and I have every confidence that he is always acting in my best interests.
Have you seen the outcome you were hoping for?
Yes I am very satisfied with the outcomes that Alex has achieved for me.
Review for Julian Frere
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Following the death of my husband, I needed guidance and help with financial planning
How has Julian helped you?
Julian Frere has helped me with all aspects of my finances and planning for the future
Have you seen the outcome you were hoping for?
Definitely
Review for Emily Brear
What could they have done better?
Nothing comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
Originally I wanted my money to be invested into ESG funds as I am passionate about the state of nature, climate change and biodiversity. Emily has been my advisor for a couple of years now after the resignation of my previous financial advisor.
How has Emily helped you?
She has made recommendations regarding my personal investments and for the monies invested in a Trust which I am in the process of setting up for my grandchildren. She is very professional and knowledgeable.
Have you seen the outcome you were hoping for?
I have been very pleased with the growth of my investments to date.
Review for Dean McSloy
What could they have done better?
Nothing obvious to report here.
What were the circumstances that caused you to initially look for a financial adviser?
On taking up my UCAS pension, I was required to speak to a financial advisor. After some research, I settled on The Private Office and they put me in contact with Dean.
How has Dean helped you?
For me personally, good advice about how to deal with inheritance tax, my state pension, my university pension, and my salary (I still work full time). After discussions and online financial planning for my (and my wife's) future financial needs, I bought a second home and will now give regular monthly sums to my adult son. For my wife, consolidation of a number of pensions that she has acquired after moving jobs multiple times. The sums are now, thanks to Dean, well-invested.
Have you seen the outcome you were hoping for?
Yes, I am glad I bought the second home - I feel it was financially sensible. Also, my wife is very pleased with her pension arrangements.
Review for Edward Tudor
What could they have done better?
Genuinely, nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Wanting to ensure I was receiving the best value possible, for the money I am able to invest.
How has Edward helped you?
Ed has listened and fully understood my circumstances and offered clear advice, explaining details as needed and offering options where relevant.
Have you seen the outcome you were hoping for?
Yes - though funds have only been invested for a relatively short period of time, in highly unstable global contexts, I am very satisfied with my current ROI.
