Top Rated Firm 2024
3758 reviews | 51 verified advisers
Review for Tony Padgett
What could they have done better?
I know Tony is there if I need help or advice at anytime, so I feel they do as much as I want or need.
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to transfer my pension pot from another provider and wanted a company I could trust and feel comfortable with.
How has Tony helped you?
Yes, very much.
Have you seen the outcome you were hoping for?
The financial environment has fluctuated quite a lot since I became a client of TPO, but I feel they work very hard to get the best out of your money in difficult circumstances. So whilst the outcome may not be ideal, I do feel supported and confident things will improve.
Review for David Gruenstein
What could they have done better?
David knows this...it would have been good to hear earlier of the problems being encountered by Edge
What were the circumstances that caused you to initially look for a financial adviser?
Needed advice
How has David helped you?
With good advice
Have you seen the outcome you were hoping for?
Broadly yes
Review for George Hicks
What could they have done better?
Not applicable
What were the circumstances that caused you to initially look for a financial adviser?
Funds which were not immediately needed
How has George helped you?
Advice on all financial matters
Have you seen the outcome you were hoping for?
Yes
Review for Daniel Blandford
What could they have done better?
Nothing comes to mind
What were the circumstances that caused you to initially look for a financial adviser?
Needed to invest retirement lumpsum
How has Daniel helped you?
Recommended profitable investments
Have you seen the outcome you were hoping for?
Yes
Review for Alex Kyprianou
What were the circumstances that caused you to initially look for a financial adviser?
Investment of wealth for long term growth
How has Alex helped you?
Clear, concise advice and reassurance with regards to planning for retirement
Have you seen the outcome you were hoping for?
Our investments have done extremely well over the years and we feel confident in the forecasts for our retirement.
