Top Rated Firm 2026
6365 reviews | 52 verified advisers
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?
Age and health conditions
How has Dean helped you?
Excellent advice
Have you seen the outcome you were hoping for?
Yes
Review for Grace Whalley
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Guidance on retirement consideration
How has Grace helped you?
Grace was involved with the original review sessions and has conducted a review with myself each following year.
Have you seen the outcome you were hoping for?
Yes
Review for Steffan Alemanno
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Pensions and Tax advice
How has Steffan helped you?
Retirement and Inheritance Tax Planning. Steffan has been my IFA for many years. I cannot recommend him highly enough. He is caring, thoughtful, trustworthy, highly knowledgeable and very dependable. I have never doubted that he has my best interests at heart and that he always offers the best advice that he can. I now have a clear roadmap to retirement and the peace of mind that brings is genuinely priceless. I have absolutely no hesitation in recommending Steffan to anyone seeking financial advice.
Have you seen the outcome you were hoping for?
Yes
Review for Jason Wood
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Started planning for retirement
How has Jason helped you?
I have a clear idea of my finances leading up to and after retirement. I feel more confident Anne knowledgeable too.
Have you seen the outcome you were hoping for?
Absolutely
Review for Paul Sanders
What could they have done better?
Nothing comes to mind
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning
How has Paul helped you?
Private pension investment delivering confidence to drawdown to secure retirement
Have you seen the outcome you were hoping for?
I have
