Top Rated Firm 2025
4607 reviews | 50 verified advisers
Review for George Hicks
What were the circumstances that caused you to initially look for a financial adviser?
Following the death of my husband 10 years ago I needed support with financial planning. My Father was already using TPO and was happy with the service. Having initially worked with a different member of the TPO team we were introduced to George when the previous financial planner left.
How has George helped you?
George has been hugely helpful in supporting my understanding of how investments work, how to minimise tax liabilities and how to support growth over time. He is always available for advice and in regular email contact should I have any concerns or queries. As a family we've recently dealt with the loss of my Father and the management of his estate. George was hugely considerate and sensitive to our loss and Dad being a client of TPO definitely made the financial management of his estate easier. George has been thoughtful and considered in how best to invest and support our plans going forward. My two children are now TPO clients. Although the financial advice I've received from George has been great he has also reminded me that it is okay to spend as well as save. Advice we plan on taking several times on holiday in the near future.
Have you seen the outcome you were hoping for?
Yes.
Review for Freddie Fitton
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to take early retirement and needed to understand how to achieve that.
How has Freddie helped you?
Freddie has provided advice on how to manage my funds to allow me to retire, and how to invest my pension pot.
Have you seen the outcome you were hoping for?
I have been able to pay off my mortgage and take early retirement, and my money is being managed well.
Review for Alexander Law
What were the circumstances that caused you to initially look for a financial adviser?
Needed someone to handle transfer of my company pension and dealing with day to day advice
How has Alexander helped you?
Given me the right advice and is constantly making sure I understand how my pension will last and how its being managed.
Have you seen the outcome you were hoping for?
Managed better than I expected
Review for Daniel Lea
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
to help when I retired
How has Daniel helped you?
provided advice where required
Have you seen the outcome you were hoping for?
on going support
Review for Donna Buffham
What could they have done better?
Nothing that I am aware of at this time
What were the circumstances that caused you to initially look for a financial adviser?
Have been a client for many years.
How has Donna helped you?
Pensions planning. Options available, Securing best outcomes following effective research. Inheritance planning.
Have you seen the outcome you were hoping for?
yes
