Top Rated Firm 2026
6250 reviews | 52 verified advisers
Review for Donna Buffham
What could they have done better?
Nothing that I can think of.
What were the circumstances that caused you to initially look for a financial adviser?
A family friend recommended Donna to my late father, who wanted to sort out his financial affairs for me to inherit. After his death I decided to continue with Donna as my financial advisor.
How has Donna helped you?
Donna helped both my father and I invest in suitable portfolios for our needs and risk preferences, which were slightly different. She helped with the smooth transfer of my father’s investments to me on his death. Donna also provided a report showing roughly what income could be generated from my assets on retirement, which is useful.
Have you seen the outcome you were hoping for?
Yes. I had an annual meeting with Donna this week (March 2026), and my investments are still on-track during this time of global upheaval.
Review for Sarah Beall
What could they have done better?
Not sure I could have done anything
What were the circumstances that caused you to initially look for a financial adviser?
I wanted someone I could trust
How has Sarah helped you?
Sarah has given me so much good advice and steered me on the right path
Have you seen the outcome you were hoping for?
Yes totally
Review for Jason Wood
What could they have done better?
Not sure.
What were the circumstances that caused you to initially look for a financial adviser?
Wanted information if my money could be better managed.
How has Jason helped you?
Advised how my the value of my pension would increase quicker.
Have you seen the outcome you were hoping for?
Yes.
Review for Sarah Beall
What could they have done better?
Nothing that I am aware of.
What were the circumstances that caused you to initially look for a financial adviser?
I was very unhappy with the service, or lack of it, provided by my previous adviser and sought advice from The Private Office.
How has Sarah helped you?
Sarah has given me a thorough understanding of my financial situation and has been proactive in her advice concerning legislative changes that effect my situation. She has completely understood my situation and therefore her advice has been second to none.
Have you seen the outcome you were hoping for?
I have far more confidence in my situation that I have ever had and I trust her completely to steer me through the minefield of finance, pensions and investment changes that our government chooses to throw at us.
Review for Jake De La Cour
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Pool a number of pensions.
How has Jake helped you?
Gave us good advice on financial planning in these troubled times.
Have you seen the outcome you were hoping for?
Still early days.
