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Top Rated Firm 2026

6197 reviews | 52 verified advisers

Selection of recent reviews. Read all reviews

Review for Matthew Cole

March 2026

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

March 2026

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

March 2026

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

March 2026

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

March 2026

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