Top Rated Firm 2025
5347 reviews | 52 verified advisers
Review for David Gruenstein
What could they have done better?
Nothing springs to mind.
What were the circumstances that caused you to initially look for a financial adviser?
I have been receiving financial advice for many years. I felt that I was receiving disparate advice with no one looking at the complete picture.
How has David helped you?
David has provided a comprehensive overview and offered strategic planning.
Have you seen the outcome you were hoping for?
Yes or at least I feel that it is in the process of being sorted.
Review for Laura McLean
What could they have done better?
Like any business there is always room for improvement.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement.
How has Laura helped you?
She has guided me through this complex process with great patience and sound knowledge giving unbias advice when required.
Have you seen the outcome you were hoping for?
Not yet.
Review for Chris Merry
What could they have done better?
Don't know
What were the circumstances that caused you to initially look for a financial adviser?
No longer happy with my previous investors and recommended to contact TPO
How has Chris helped you?
Working with you team to achieve good financial returns. Understanding my financial position and approach to risk
Have you seen the outcome you were hoping for?
Overall yes
Review for Sam Curtis
What could they have done better?
Happy with everything they suggested
What were the circumstances that caused you to initially look for a financial adviser?
Lack of contact with my previous advisor and recommendation from my accountant
How has Sam helped you?
Financial planning and pension planning
Have you seen the outcome you were hoping for?
Yes
Review for Chris Merry
What could they have done better?
Very little
What were the circumstances that caused you to initially look for a financial adviser?
Pension consolidation
How has Chris helped you?
Chris has in depth knowledge of the investment world, and his advice is carefully considered and appropriate for my personal needs and circumstances.
Have you seen the outcome you were hoping for?
The managed funds are outperforming the benchmarks
