Top Rated Firm 2026
6575 reviews | 53 verified advisers
Review for Francine Kelly
What were the circumstances that caused you to initially look for a financial adviser?
I was already a customer of TPO
How has Francine helped you?
Efficient and friendly, good communicator.
Have you seen the outcome you were hoping for?
Yes
Review for Tony Padgett
What were the circumstances that caused you to initially look for a financial adviser?
Consolidating pensions.
How has Tony helped you?
Friendly, easy to understand no nonsense advice.
Have you seen the outcome you were hoping for?
Yes, in general terms I have.
Review for Daniel Lea
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Future planning with expert advice
How has Daniel helped you?
Daniel has advised me in areas where I did not have a good understanding taking time to explain and ensure I understood.
Have you seen the outcome you were hoping for?
Yes very impressed with the results in the last 12 months. My investments continue to track above.
Review for Daniel Lea
What were the circumstances that caused you to initially look for a financial adviser?
To ensure our savings were invested correctly and would provide for us in retirement.
How has Daniel helped you?
He has kept us updated with the current market advice and helped us plan for the future with all our options explained.
Have you seen the outcome you were hoping for?
Yes, with the long term gains passing out expectations.
Review for Mat Clark
What could they have done better?
I think my ratings speak for themselves...
What were the circumstances that caused you to initially look for a financial adviser?
Having resources to invest but not having the time nor expertise of investing soundly in financial markets.
How has Mat helped you?
Mat has always understood my objectives, concerns and aspirations, and has provided relevant and sound advice with specific recommendations.
Have you seen the outcome you were hoping for?
Yes!
