Top Rated Firm 2026
6393 reviews | 52 verified advisers
Review for Matthew Cole
What could they have done better?
Really very pleased so cannot think of anything more he could have done
What were the circumstances that caused you to initially look for a financial adviser?
To consolidate and ongoing management of pensions
How has Matthew helped you?
He provided advice on a pension scheme best suited my needs including initially contributions coming from abroad, risk level for investment based on personal circumstances, and ongoing financial planning
Have you seen the outcome you were hoping for?
Yes very pleased especially given current market conditions
Review for George Hicks
What were the circumstances that caused you to initially look for a financial adviser?
IHT planning, Wills and provision for retirement and care
How has George helped you?
strategy for the above, tips for wills, pensions and IHT planning. Knowledge on aspects that we did not have ourselves
Have you seen the outcome you were hoping for?
Yes but all still in progress too
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
