Top Rated Firm 2025
5615 reviews | 52 verified advisers
Review for Steffan Alemanno
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Our previous financial advisor retired so following some extensive research and numerous meetings we engaged Steffan.
How has Steffan helped you?
Financial planning, pension advice and investment strategies.
Have you seen the outcome you were hoping for?
Much better than expected. Comprehensive updates during and following meetings, great platform to see how the portfolio is performing and to liaise securely with the TPO team.
Review for George Hicks
What could they have done better?
I am not sure. I receive regular updates and am aware I can contact George if I need to.
What were the circumstances that caused you to initially look for a financial adviser?
I wished to appoint professional representation.
How has George helped you?
He has managed my portfolio to my satisfaction for a number of years.
Have you seen the outcome you were hoping for?
Yes.
Review for Steffan Alemanno
What could they have done better?
Steffan is fastidious and does what he promises. I don't have the experience to appraise his work and he's not left any stone unturned.
What were the circumstances that caused you to initially look for a financial adviser?
My Prudential Pension Scheme was coming to an end and the investment rates would be dropping.
How has Steffan helped you?
He's advised us how to be prepared for future financial trends in our specific situation.
Have you seen the outcome you were hoping for?
Yes, my pension is continuing to grow and I have confidence that Steffan is taking care of it on our behalf.
Review for George Hicks
What could they have done better?
None.
What were the circumstances that caused you to initially look for a financial adviser?
George was recommended to us and he is a very genuine, honest person that always gives very good advice.
How has George helped you?
He has helped choose all our Investments which have always done well each year.
Have you seen the outcome you were hoping for?
Yes
Review for Dean McSloy
What could they have done better?
Nothing springs to mind
What were the circumstances that caused you to initially look for a financial adviser?
I was exploring my prospects of being able to comfortably retire.
How has Dean helped you?
Dean has helped me immensely with his knowledge and experience. He has provided some invaluable advice and recommendations. I have absolute confidence in him.
Have you seen the outcome you were hoping for?
Overall yes I have.
