Top Rated Firm 2025
5110 reviews | 53 verified advisers
Review for Tony Padgett
What could they have done better?
It aware of any shortcomings
What were the circumstances that caused you to initially look for a financial adviser?
Early retirement, in need of investment advice
How has Tony helped you?
Monitored investment and financial planning
Have you seen the outcome you were hoping for?
Over the longterm outcome has been good
Review for Steffan Alemanno
What were the circumstances that caused you to initially look for a financial adviser?
Confidence in comprehensive advice from a neutral 3rd party
How has Steffan helped you?
Steffan is extremely knowledgeable and gives me comprehensive advice and guidance on all my financial matters. He is very open and friendly and is a pleasure to work with. Steffan is always very well prepared for our meetings and I always look forward to talking to him.
Have you seen the outcome you were hoping for?
My investment portfolio performs to my expectations
Review for Emily Brear
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
When I moved house the profit realised on the sale was large enough for me to feel the need for advice on its investment and for the management of that investment
How has Emily helped you?
She has suggested moving the investment to a different platform
Have you seen the outcome you were hoping for?
The investment has yet to be moved but I hope it will produce better returns when it is
Review for Daniel Blandford
What could they have done better?
Nothing for me - maybe looking for help after the Chancellors 2025 Autumn Statement!
What were the circumstances that caused you to initially look for a financial adviser?
Retirement and help in investing 25% Pension drawdown
How has Daniel helped you?
Formal annual review always very informative and helps me understand TPO investment strategy Always available to help discuss options for further investments Useful discussions about managing impacts of IHT
Have you seen the outcome you were hoping for?
Yes, investments have always beaten FTSE 100 and provided a healthy return
Review for Alexander Law
What could they have done better?
Had a Crystal ball!
What were the circumstances that caused you to initially look for a financial adviser?
Because things are so very complicated nowadays and you don't know what to do for the best with the government shenanigans!
How has Alexander helped you?
Has helped us plan better for the future of our estate planning.
Have you seen the outcome you were hoping for?
Far too early to tell yet.
