Top Rated Firm 2026
5982 reviews | 52 verified advisers
Review for David Gruenstein
What could they have done better?
nothing
What were the circumstances that caused you to initially look for a financial adviser?
Inheritance
How has David helped you?
Organised our finances and gives us on going advice.
Have you seen the outcome you were hoping for?
yes
Review for Sam Curtis
What could they have done better?
Some computer issues have been frustrating
What were the circumstances that caused you to initially look for a financial adviser?
Has been a long term relationship with the Private office..always provide good advice
How has Sam helped you?
Reassurance over our SIPP and our ability to use our investment to provide an excellent income
Have you seen the outcome you were hoping for?
Yes..it has exceeded our expectations.
Review for Emily Brear
What were the circumstances that caused you to initially look for a financial adviser?
Early retirement
How has Emily helped you?
Annual financial review planning, investment management
Have you seen the outcome you were hoping for?
Yes. Excellent service
Review for Edward Tudor
What could they have done better?
At this time I cannot say that Ed could of done anything better
What were the circumstances that caused you to initially look for a financial adviser?
Received some inheritance
How has Edward helped you?
Ed helped me plan for my retirement in regards to financial income
Have you seen the outcome you were hoping for?
To date yes after the drop during COVID
Review for Dean McSloy
What could they have done better?
I’m not sure if they could have done anything better
What were the circumstances that caused you to initially look for a financial adviser?
I needed advice on planning for my future especially retirement
How has Dean helped you?
He has helped me with my financial matters
Have you seen the outcome you were hoping for?
Yes i have
