Top Rated Firm 2026
6828 reviews | 55 verified advisers
Review for Chris Merry
What were the circumstances that caused you to initially look for a financial adviser?
Pension transfers
How has Chris helped you?
Assistance with transfers, investments and planning
Have you seen the outcome you were hoping for?
Yes. Pension situation simplified and clear plan in place.
Review for Clare McCarthy
What were the circumstances that caused you to initially look for a financial adviser?
We wanted to transfer our investments and Clare and her colleagues were highly recommended.
How has Clare helped you?
Sensible, relatable advice and very nice and professional to deal with! Very helpful and reassuring in dealing with a tricky pension transfer
Have you seen the outcome you were hoping for?
Good returns so far so yes.
Review for Freddie Fitton
How has Freddie helped you since your last review?
Proposed a drawdown of private pension to optimise taxable income. Changed investment portfolio to optimise returns but maintain ethical investment.
Review for Rowan Hedley
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Required pension advice
How has Rowan helped you?
given the advice needed
Have you seen the outcome you were hoping for?
Yes
Review for Daniel Blandford
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement and advice required concerning pension funds and investment for retirement income.
How has Daniel helped you?
Daniel has been immensely helpful with clear advice on setting up investment funds, and transfer of pension to a SIPP. His forecasts and information on financial planning for our future have been very reassuring, and it is very useful to know that we can get in touch with Daniel at any stage with questions that arise. We have just had our annual in-person review and Daniel took time to explain various options ahead with plenty of time for questions and discussion. Happy to recommend.
Have you seen the outcome you were hoping for?
Yes.
