Top Rated Firm 2026
6197 reviews | 52 verified advisers
Review for Matthew Cole
What were the circumstances that caused you to initially look for a financial adviser?
I didn't want to put the responsibilty of choosing my investments on to my partner
How has Matthew helped you?
Matthew is very good at explaining and listening.
Have you seen the outcome you were hoping for?
Yes
Review for Donna Buffham
What could they have done better?
Made more gains
What were the circumstances that caused you to initially look for a financial adviser?
Once we had unallocated monthly money
How has Donna helped you?
Sensible managable plans
Have you seen the outcome you were hoping for?
Yes
Review for Steffan Alemanno
What were the circumstances that caused you to initially look for a financial adviser?
pension planning
How has Steffan helped you?
great advice
Have you seen the outcome you were hoping for?
yes, very happy
Review for Matthew Cole
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
I was paid a sum of money that I wanted to invest to secure my future retirement.
How has Matthew helped you?
He has helped to invest the money I received as well as provide guidance and advice for my retirement plans. He has also given good advice about how to invest my income in regards to tax efficiency and long term planning.
Have you seen the outcome you were hoping for?
I have
Review for Steffan Alemanno
What could they have done better?
Cannot think of anything
What were the circumstances that caused you to initially look for a financial adviser?
Need to manage funds on retirement
How has Steffan helped you?
Given advice on best types of investment for our needs and how to deal with issues of inheritance tax
Have you seen the outcome you were hoping for?
Yes we have been very satisfied with the outcomes following Steffan’s advice
