Top Rated Firm 2024
4082 reviews | 54 verified advisers
Review for David Gruenstein
What could they have done better?
No idea. M
What were the circumstances that caused you to initially look for a financial adviser?
Don’t remember
How has David helped you?
With advice and support
Have you seen the outcome you were hoping for?
More or less
Review for Emily Brear
What were the circumstances that caused you to initially look for a financial adviser?
We wanted to make our pensions simpler to understand and keep an eye on
How has Emily helped you?
She has done the above. She listens and understands what we are trying to achieve.
Have you seen the outcome you were hoping for?
Happy so far. Only been 6 months.
Review for Grace Whalley
What could they have done better?
I was very satisfied with the service, so for me, nothing could have been done better.
What were the circumstances that caused you to initially look for a financial adviser?
Financial planning re. pension savings and retirement planning
How has Grace helped you?
Retirement scenarios and financial modelling.
Have you seen the outcome you were hoping for?
Yes - accurate financial models that helped plan my retirement.
Review for Dean McSloy
What could they have done better?
I have had to chase on a couple of occasions, but other than this I can’t think of anything!
What were the circumstances that caused you to initially look for a financial adviser?
Money left to us as an inheritance, and also withdrawing a pension from employer scheme.
How has Dean helped you?
I was looking to move my work pension from my employer as other colleagues were doing this at the time. We also had money left to us from an inheritance. He gave us advice on both of these areas.
Have you seen the outcome you were hoping for?
Yes definitely, both of soon and incentives are doing well.
Review for Julian Frere
What were the circumstances that caused you to initially look for a financial adviser?
Multiple pensions and investments needed consolidating
How has Julian helped you?
Numerous ways
Have you seen the outcome you were hoping for?
So far, so good
