Top Rated Firm 2025
5655 reviews | 52 verified advisers
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?
Previous advisor retired
How has Steffan helped you?
Excellent review of our financial and sound advice on what to do with the portfolio
Have you seen the outcome you were hoping for?
Yes
Review for David Dodgson
What could they have done better?
I sometimes struggle with the IT. I suspect it’s an age thing ?
What were the circumstances that caused you to initially look for a financial adviser?
Lost my beautiful wife 4 years ago. I needed all kinds of advice to navigate probate and future pension planning.
How has David helped you?
David clearly lays out the options based on current market and regulatory conditions. He explains all the risks and possible advantages of each option. Most importantly he is keen to understand and work with my attitude to risk.
Have you seen the outcome you were hoping for?
Thus far I have not lost money with David in my corner.
Review for Jacob Jerome
What could they have done better?
At this stage of my retirement I am happy with the support I have received and I know that I can contact them if I have any concerns.
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to consolidate my defined contribution pensions and to achieve a better return
How has Jacob helped you?
My pensions have been consolidated and I am achieving a more than acceptable return.
Have you seen the outcome you were hoping for?
Yes
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?
was required
How has Daniel helped you?
very professional advice
Have you seen the outcome you were hoping for?
yes
Review for Daniel Lea
What could they have done better?
We are very happy with what Daniel has done for us.
What were the circumstances that caused you to initially look for a financial adviser?
Needing to consolidate savings into a discretionary managed package to provide capital growth and pension income.
How has Daniel helped you?
Daniel has listened to our objectives for retirement to design a package that fully meets these requirements taking account of our circumstances and need for a fully managed investment portfolio run by world class managers.
Have you seen the outcome you were hoping for?
Yes
