Top Rated Firm 2026
6330 reviews | 52 verified advisers
Review for Chris Merry
What could they have done better?
Nothing so far.
What were the circumstances that caused you to initially look for a financial adviser?
My wife and I were planning to retire, and felt our financial plan was not sufficiently solid.
How has Chris helped you?
Chris has calculated and demonstrated how to use our pension pot in combination with our final salary and state pensions to create cash flow plans for our retirement years. He has also recommended how to invest the money in a way to balance growth and safety.
Have you seen the outcome you were hoping for?
Yes, so far the use of the calculation tools has allowed us to take the monthly income we were expecting, and the investment has been growing better than predicted.
Review for Jason Wood
What could they have done better?
We have been modifying our approach given the current headwinds and my future retirement plans
What were the circumstances that caused you to initially look for a financial adviser?
I had multiple pensions and wanted independent advice on how to consolidate in best way and low fees
How has Jason helped you?
Jason has provided sound advice and helped me prepare for retirement by prudent financial planning and retirement model
Have you seen the outcome you were hoping for?
Good returns at present subject to global economic pressure
Review for Jack Barratt
What could they have done better?
Nothing to note
What were the circumstances that caused you to initially look for a financial adviser?
My wife & I were planning to retire and we wanted to ensure that our financial position was in a good place to support our plans moving forward.
How has Jack helped you?
We hold periodic review calls to discuss our current financial position, our short-term & longer-term plans that could impact this and to create a plan for the year ahead (including withdrawals, dipping into company pension pots, etc). Jack comes to the calls well prepared (based on my pre-call summary email of our plans and his review of our current holdings) and we always have a very productive call - out of which we have a series of recommendations to consider moving forward.
Have you seen the outcome you were hoping for?
Yes - both in terms of the financial performance of our portfolio and the guidance and advice that Jack has provided.
Review for Daniel Schofield
What could they have done better?
Cannot think of anything
What were the circumstances that caused you to initially look for a financial adviser?
Daniel was recommended to me by a work colleague in 1997 - I was looking for an independent advisor with a totally holistic approach to my financial affairs
How has Daniel helped you?
He has successfully managed my financial affairs since 1997 - His advice has been outstanding
Have you seen the outcome you were hoping for?
Yes
Review for David Dodgson
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to retire and wanted to explore a specialist pensions transfer to draw down
How has David helped you?
David helped me to convert my pension to a drawdown and continues to advise annually on investments and drawdown
Have you seen the outcome you were hoping for?
Absolutely yes. I retired and the financial planning means I can comfortably enjoy it.
