Top Rated Firm 2026
6890 reviews | 54 verified advisers
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
Review for Sarah Beall
What could they have done better?
I can't think of anything particular.
What were the circumstances that caused you to initially look for a financial adviser?
I don't have the expertise and time to monitor my investments.
How has Sarah helped you?
She clarifies the current situation and advises on how we can improve the spread of our investments profitably.
Have you seen the outcome you were hoping for?
Yes, performance has been good.
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?
I had reached the stage in life where I felt I need expert advice
How has Robert helped you?
Clear advice and guidance
Have you seen the outcome you were hoping for?
Yes
Review for Robert Morse
What were the circumstances that caused you to initially look for a financial adviser?
We sold our business and needed assistance with financial planning.
How has Robert helped you?
Robert has supported and guided us through all manner of financial planning. We have frequently discussed our financial path with Robert and he has helped us to invest in a way we are comfortable with as well as planning for our future. He has listened to our needs and acted accordingly. He has been invaluable over the past few years.
Have you seen the outcome you were hoping for?
We feel happy and comfortable with the investment decisions we’ve made. With Robert and the team at TPO we feel we are listened to. There’s a warmth in the service offered along with acres of professionalism. We are extremely happy with this relationship.
Review for Robert Morse
What were the circumstances that caused you to initially look for a financial adviser?
I needed someone to advise me on the best investment profile and to help with issues of estate planning
How has Robert helped you?
Over a long period of time Rob had helped me optimise my portfolio in terms of tax wrapper and asset allocation. He has also taken the time to explore whether I can better organise my financial affairs even when there is no direct benefit to him.
Have you seen the outcome you were hoping for?
Yes.
