Top Rated Firm 2026
6745 reviews | 55 verified advisers
Review for Matthew Cole
What could they have done better?
Been more upfront with their fees. I have no idea what they are but that’s my fault for never having asked
What were the circumstances that caused you to initially look for a financial adviser?
I have always for 50 years used a pensions advisor My original advisor merged his business with Matt and TPO. I have no regrets and greatly value Matts wise council.
How has Matthew helped you?
See above
Have you seen the outcome you were hoping for?
Yes
Review for George Hicks
What could they have done better?
All seems ok.
What were the circumstances that caused you to initially look for a financial adviser?
When approaching retirement and requiring support.
How has George helped you?
By setting up my pension scheme and managing it with me. He pulled in money from two pension pots that I had and advised me to leave a third one separate.
Have you seen the outcome you were hoping for?
Yes. The pension investment appears to be performing ok.
Review for Grace Whalley
What could they have done better?
It would be nice if the financial model used was available to me in Excel format.
What were the circumstances that caused you to initially look for a financial adviser?
I had no advisor and felt exposed with the financial impacts of Covid in 2020.
How has Grace helped you?
Grace produces a financial plan/forecast based on financial data provided by me and using current tax legislation and assumptions on inflation. This enables me to plan the future with confidence.
Have you seen the outcome you were hoping for?
Too early to tell!!
Review for Sam Curtis
What could they have done better?
Transfer of money out of pension can be slow but understand this is not Private Office issue directly
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Sam helped you?
Manages and advises on Pension and savings, always feel in safe hands with good access and regular reviews
Have you seen the outcome you were hoping for?
Yes as much as volatile markets allow but well managed with my needs in mind
Review for Sam Curtis
What could they have done better?
Keep doing what you’re doing! A big thank you.
What were the circumstances that caused you to initially look for a financial adviser?
Wanting a strategic direction and real expert advice to get a firm structure in place.
How has Sam helped you?
Advice and direction to build a more complete picture of assets, long term planning and providing an excellent footing to feel in control and have a view on the medium to long term requirements to work towards tangible and measurable financial outcomes. Pension advice, tax arrangements, ISA transfers and all sorts of adhoc questions. A real star and pleasure to have worming alongside me. A model professional.
Have you seen the outcome you were hoping for?
To date, absolutely. The comfort and confidence I’ve gained through our relationship has been excellent.
