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Top Rated Firm 2022

1423 reviews | 46 verified advisers

Selection of recent reviews. Read all reviews

Review for April Leeson

May 2022

What were the circumstances that caused you to look for a financial adviser?

April recently became my IFA after my previous contact moved on - she helps me with pension planning and investments.

How has April helped you?

April was extremely friendly and attentive, explaining the current situation regarding my pension and investments. She modelled future income and expenditure to predict cash flows and give peace of mind. Further investment alternatives were discussed to provide a more appropriate solution. Very engaging, knowledgeable and personable.

Have you seen the outcome you were hoping for?

Yes - more confident about future planning and investment solutions

Review for Jasmine Somefun

May 2022

What were the circumstances that caused you to look for a financial adviser?

I kept receiving reminders in the post about my Pension, and also spoke to friends of the same age about there plans for retirement. I did not know what the best option would be so I typed Financial planning into Google and TPO came out on top.

How has Jasmine helped you?

Jasmine has given me clear help and advice, and also put my mind at ease with some of the cost involved. Always helpful and understanding.

Have you seen the outcome you were hoping for?

Not as yet. I would hope to see some change in the next 1 to 2 years. But the goal is not due for about 10 years.

What could they have done better?

That is a difficult question as I came to TPO for help and not to look at what they could do better.

Review for Christopher Abel

May 2022

What were the circumstances that caused you to look for a financial adviser?

Currently savings are in very low-interest accounts

How has Christopher helped you?

Having reviewed our situation we jointly came to the conclusion that his services were not relevant to us at this stage an that we should use their Savings Champion service instead.

Have you seen the outcome you were hoping for?

No but that is in no way Chris's fault.

What could they have done better?

Nothing really - Chris was very straightforward and honest which we appreciate.

Review for Edward Tudor

May 2022

What were the circumstances that caused you to look for a financial adviser?

Pension transfer

How has Edward helped you?

Edward has been very helpful, he is clear, precise and understanding. He is always happy to go over and over the little details that I have not understood or missed.

Have you seen the outcome you were hoping for?

Yes indeed I have.

What could they have done better?

Nothing comes to mind.

Review for Edward Tudor

May 2022

What were the circumstances that caused you to look for a financial adviser?

My wife and I needed advice as we are taking early retirement. We needed to find the best way to use our pensions to facilitate this

How has Edward helped you?

Sound advice with clarity and professionalism. Always helpful and available. With him managing our affairs we are still confident to carry out our plans even in these uncertain times.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Predicted a war in Europe...(joke)