Top Rated Firm 2026
6853 reviews | 56 verified advisers
Review for Abigail Banks
What could they have done better?
They have been superb
What were the circumstances that caused you to initially look for a financial adviser?
Retirement and estate planning
How has Abigail helped you?
Expert friendly well informed advice
Have you seen the outcome you were hoping for?
Yes all good so far!
Review for Dan Alder
What could they have done better?
Nothing, very pleased
What were the circumstances that caused you to initially look for a financial adviser?
Several years ago we wanted to set up a couple of SIPPs and get independent financial advice on the best options for our circumstances
How has Dan helped you?
Dan has provided timely calculations and advice regarding feasibility of taking one pension early to allow me to reduce my job workload, and planning ahead for me to be able to access my other pensions at the right time personally and financially.
Have you seen the outcome you were hoping for?
Yes, I've been able to reduce my workload and manage a planned reduction in job income by accessing one pension early while still working. The decision has meant a better work life balance without losing much monthly income. I also understand what the next stages and years should look like. Dan's financial advice and forecasting has been crucial in helping me make decisions.
Review for Dan Alder
What were the circumstances that caused you to initially look for a financial adviser?
Planning towards retirement
How has Dan helped you?
Careful and simple breakdown of complex financial products, a general supporting hand, easy to discuss anything with, knowledgeable, professional and yet down to earth
Have you seen the outcome you were hoping for?
So far yes, but some way to go and hoping Dan will continue to help along the way
Review for Alex Shields
What could they have done better?
Offering lump sum investment advice or products would be helpful.
What were the circumstances that caused you to initially look for a financial adviser?
Recommendation from a colleague.
How has Alex helped you?
Managed investments and a move abroad.
Have you seen the outcome you were hoping for?
Yes.
Review for Abby Ivison
What could they have done better?
nothing, Abby and the team have always been available to answer any questions or concerns that I have raised
What were the circumstances that caused you to initially look for a financial adviser?
consolidation of pensions and advice on the best way forward
How has Abby helped you?
Accurate concise and sensible advice in understandable English not full of jargon
Have you seen the outcome you were hoping for?
Not yet but planning and maintenance is in place
