Top Rated Firm 2026
6348 reviews | 52 verified advisers
Review for Clare McCarthy
What were the circumstances that caused you to initially look for a financial adviser?
Retirement c. 10 years away
How has Clare helped you?
Give an accurate view of future earnings, pensions consolidation and investment advice
Have you seen the outcome you were hoping for?
Yes
Review for Dean McSloy
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Initially I looked for an advisor to establish whether I was in a financial position to retire early and to set a plan for my future.
How has Dean helped you?
Dean has always been helpful and available to discuss any financial and pension concerns and queries I have. He explains situations and issues in a reasoned, practical and calm manner which often helps to make those situations and issues much clearer and easier to understand.
Have you seen the outcome you were hoping for?
Mostly yes.
Review for Rohan Sandhu
What could they have done better?
Not much
What were the circumstances that caused you to initially look for a financial adviser?
Retirement and some inheritances
How has Rohan helped you?
Very well. He listens carefully and then give clear advice that we can understand and that makes sense to us.
Have you seen the outcome you were hoping for?
So far we have.
Review for Christie Tillett
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
To ensure our money worked well for us
How has Christie helped you?
She has advised us about our investments in a professional and friendly way . This has given us confidence that we are being well cared for
Have you seen the outcome you were hoping for?
Yes
Review for Clare McCarthy
What were the circumstances that caused you to initially look for a financial adviser?
Initially wanting to consolidate various pension pots and understand what I should be doing re savings and investments at my age.
How has Clare helped you?
Clare has given me the confidence that I am doing what I should be doing, everything is taken care of, and I will be fully advised going forward.
Have you seen the outcome you were hoping for?
Absolutely.
