Top Rated Firm 2024
3960 reviews | 54 verified advisers
Review for Harry Donoghue
What could they have done better?
Nothing in particular. I am happy with the service I receive from Harry.
What were the circumstances that caused you to initially look for a financial adviser?
I had a money purchase scheme with my employer at the time and I wanted a more appropriate scheme and to know when I could retire.
How has Harry helped you?
I had a different advisor when first joining TPO but when she moved on Harry and I "inherited" one another. I find Harry very easy to deal with and I have been more than happy with the advice I have received from him. In particular he helped me to place my funds in more appropriate investment strategies for my wants and needs.
Have you seen the outcome you were hoping for?
So far, yes.
Review for Abigail Banks
What were the circumstances that caused you to initially look for a financial adviser?
To create a trust for my granddaughter
How has Abigail helped you?
She has helped me understand my financial situation and options
Have you seen the outcome you were hoping for?
Yes, she gave very good advice on recommending a solicitor to create the Trust as well as managing the investments in the Trust.
Review for Abigail Banks
What were the circumstances that caused you to initially look for a financial adviser?
To review and plan for retirement.
How has Abigail helped you?
Provided a clear plan for retirement,
Have you seen the outcome you were hoping for?
I am well on the way
Review for George Hicks
What could they have done better?
We were happy with how things were done.
What were the circumstances that caused you to initially look for a financial adviser?
We needed help with investments and pensions. Most of this advice was given prior to the last 12 months but is reviewed regularly.
How has George helped you?
George is very approachable and spends time going through the general market conditions and possible outcomes in detail. He explains clearly how these relate to our circumstances and suggests any changes that he thinks will be to our advantage.
Have you seen the outcome you were hoping for?
Yes
Review for Daniel Lea
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Dissatisfied with previous advisor
How has Daniel helped you?
Clear advice,
Have you seen the outcome you were hoping for?
So far very good
