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Top Rated Firm 2024

3651 reviews | 51 verified advisers

Selection of recent reviews. Read all reviews

Review for Dean McSloy

June 2024

What were the circumstances that caused you to initially look for a financial adviser?

Best use of numerous work pensions for both my wife & I

How has Dean helped you?

Pensions successfully transferred to Private Office and managed well ever since

Have you seen the outcome you were hoping for?

Yes, very pleased

What could they have done better?

Process was drawn out but largely all out of Dean's control

Review for Emily Brear

June 2024

What were the circumstances that caused you to initially look for a financial adviser?

We wanted to work out if we could afford private school fees for our children, whilst also balancing pension & lifestyle requirements.

How has Emily helped you?

Emily has helped us analyse our financial position and make good decisions about how to invest our money.

Have you seen the outcome you were hoping for?

Yes, Emily has given very clear advice which has helped us make decisions for the future.

Review for Abigail Banks

June 2024

What were the circumstances that caused you to initially look for a financial adviser?

Impending retirement.

How has Abigail helped you?

I am self confessed as uninformed about investments and pensions. Abigail has provided clear, reliable advice to me, she is quick to answer my questions and patient with my naive enquiries.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I am not aware of any improvements being needed.

Review for Chris Merry

June 2024

What were the circumstances that caused you to initially look for a financial adviser?

Prior to retiring

How has Chris helped you?

Chris has been helpful since retirement

Have you seen the outcome you were hoping for?

Not yet, but that is due to things outside of Chris’s control

What could they have done better?

Nil

Review for Donna Buffham

June 2024

What were the circumstances that caused you to initially look for a financial adviser?

To discuss if equity release is an option to finance a divorce settlement

How has Donna helped you?

She will look at the equity release market and advise me on suitable products

Have you seen the outcome you were hoping for?

Not yet, Donna indicated it would take a few days

What could they have done better?

All advise so far has been useful so not sure if she could have done more