Top Rated Firm 2026
6022 reviews | 52 verified advisers
Review for Steffan Alemanno
What could they have done better?
No
What were the circumstances that caused you to initially look for a financial adviser?
Business sale
How has Steffan helped you?
Clear understandable advice
Have you seen the outcome you were hoping for?
Yes
Review for Edward Tudor
What were the circumstances that caused you to initially look for a financial adviser?
Looking to learn how to invest capital from a property sales.
How has Edward helped you?
As a financial novice, I valued his no-jargon and patient explanations of concepts of financial planning and investment products/categories.
Have you seen the outcome you were hoping for?
Yes
Review for Emily Brear
What could they have done better?
N/a
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Emily helped you?
Financial advice and Planning.
Have you seen the outcome you were hoping for?
Yes
Review for Sam Curtis
What could they have done better?
Nothing - I am very happy with Sam's advice and approach.
What were the circumstances that caused you to initially look for a financial adviser?
Consolidating pensions and future income planning
How has Sam helped you?
Sam has given me sound pragmatic advice, taking into account my income, savings, investments and personal situation. Sam looks at things holistically while keeping my more immediate needs in mind to provide balanced solutions and guidance.
Have you seen the outcome you were hoping for?
Yes, I have seen returns I am happy with, a plan/model for the future to work towards and I have someone I trust to discuss specific decisions with.
Review for Jack Barratt
What could they have done better?
I'm frustrated by the demands for proof of source of funds given that TPO has been managing my portfolio for many years. Would like more help with the technical problems of providing it.
What were the circumstances that caused you to initially look for a financial adviser?
Fortunate in having some savings but don't have the knowledge to manage them for myself.
How has Jack helped you?
Understanding my priorities, making appropriate recommendations and executing the agreed plan.
Have you seen the outcome you were hoping for?
In that it's taken the task off my shoulders - yes.
