Top Rated Firm 2026
6388 reviews | 52 verified advisers
Review for Dean McSloy
What were the circumstances that caused you to initially look for a financial adviser?
Dean has been our advisor for several years now and I cannot recall the specific circumstances that led us to seek advice.
How has Dean helped you?
Dean provides very clear advice and explanations about various investment strategies allowing us to consider and choose which options to follow. He has always been very approachable and responsive to any requests or questions regarding our investments and strategies. I have recommended Dean to a number of friends and contacts.
Have you seen the outcome you were hoping for?
Overall, yes. The portfolio is growing in a tax efficient way.
Review for Steffan Alemanno
What could they have done better?
I am happy with all aspects of of advice & discussions that I have with Steffan
What were the circumstances that caused you to initially look for a financial adviser?
I was getting plenty of information as I approached retirement .But decided I wanted advice for my self
How has Steffan helped you?
Steffens had given clear advice on areas of pension , savings, gifting & future planning.
Have you seen the outcome you were hoping for?
I am aware it is an ongoing process with advice given as objectives & circumstances may change
Review for Steffan Alemanno
What were the circumstances that caused you to initially look for a financial adviser?
Annual review
How has Steffan helped you?
Understanding of my financial situation in an easy to understand way
Have you seen the outcome you were hoping for?
Yes
Review for Rohan Sandhu
What could they have done better?
Rohan's advice has been great and timely. We can't think of anything which could be done better.
What were the circumstances that caused you to initially look for a financial adviser?
We first looked for an advisor as I was coming up for retirement and wanted to understand what the best options were.
How has Rohan helped you?
He has helped us understand our options, explaining the implications and benefits. We feel we are in good financial shape with the advice Rohan has provided and feel confident about the future.
Have you seen the outcome you were hoping for?
Yes. We feel out pensions are in a good state and we understand the financial plan for the coming years.
Review for Paul Sanders
What could they have done better?
Nothing other than crystal ball for market predictions
What were the circumstances that caused you to initially look for a financial adviser?
Work Pension provider, but soon expanded into pooling/grouping of pensions and financial planning
How has Paul helped you?
Personal confidant on all matters financial and supportive on discussions on risk profile
Have you seen the outcome you were hoping for?
absolutely
