Top Rated Firm 2025
5481 reviews | 52 verified advisers
Review for Jack Barratt
What could they have done better?
I can't think of anything.
What were the circumstances that caused you to initially look for a financial adviser?
To gather our pension pots that were not defined benefit employment and put to them into a SIPP.
How has Jack helped you?
Jack is extremely knowlegable not just about pensions and how to deal with them appropriately but he has also given us advice on savings, the best way to find good business accounts, Inheritance tax advice and has been able to deal with any financial question we threw at him. He is very personable and articulate and explains everything in a clear and simple manner. He is a real pleasure to deal with.
Have you seen the outcome you were hoping for?
Yes.
Review for Katie Jackson
What could they have done better?
The only difficulty I have had has been my own difficulty mentioned above in now needing to manage my financial life on the internet in this increasingly digital world. But there is no going back on that one!
What were the circumstances that caused you to initially look for a financial adviser?
Katie is currently an Associate Financial Adviser in TPO, and I met her as an associate of Roger Clarke who is a Partner in TPO. I have known Katie herself a comparatively short time but Roger Clarke has been my Financial Adviser for nearly 30years, and before that the adviser to my husband. When my husband died, I was most grateful for the very helpful and sound financial advice Roger provided then and ever since. I therefore have full confidence in his now including Katie in our meetings to discuss and advise me on my financial affairs both now and in the future.
How has Katie helped you?
Katie has provided me with sound, full and prompt answers to my questions when I have contacted her by phone. Such questions have included, for example, some of the figures I have needed for completing my HMRC Income Tax Return. In particular this has been helpful when I have had difficulty seeking the right information for myself on the internet.
Have you seen the outcome you were hoping for?
Yes, I have, and have valued the clarity and patience with which the guidance has been given.
Review for Alex Shields
What could they have done better?
Nothing!
What were the circumstances that caused you to initially look for a financial adviser?
Adive on savings and investments as I retired from work.
How has Alex helped you?
By providing consistently excellent advice on a range of issues in a friendly and easy to understand way.
Have you seen the outcome you were hoping for?
Yes. His advice has been has been of the highest calibre and kept the savings safe and growing.
Review for Sarah Beall
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Seeking advice onnpension planning
How has Sarah helped you?
Monitoring my plan and advising.
Have you seen the outcome you were hoping for?
Yes
Review for Steffan Alemanno
What could they have done better?
Not having had personalised advice before I am unable to compare specifically ,but with our communications & his prompt replies on anything I have asked I think TPo & Steffan offer a high level of service
What were the circumstances that caused you to initially look for a financial adviser?
I was considering retirement & was reading a great deal of information but getting no specific advice.So through pension wise I contacted TPO & had a number of meetings with Steffan .And then deciding to ask him to be my financial advisor.
How has Steffan helped you?
Steffan has given me advice that helps me make decisions that are right for my circumstances & financial goals I wish to achieve .Steffan also makes me think ahead financially.
Have you seen the outcome you were hoping for?
To date I am very happy with the performance of my investments & I am also comfortable with the advice & suggestions he makes .
