Top Rated Firm 2026
6014 reviews | 52 verified advisers
Review for Jack Barratt
What could they have done better?
I'm frustrated by the demands for proof of source of funds given that TPO has been managing my portfolio for many years. Would like more help with the technical problems of providing it.
What were the circumstances that caused you to initially look for a financial adviser?
Fortunate in having some savings but don't have the knowledge to manage them for myself.
How has Jack helped you?
Understanding my priorities, making appropriate recommendations and executing the agreed plan.
Have you seen the outcome you were hoping for?
In that it's taken the task off my shoulders - yes.
Review for Mark Chicken
What could they have done better?
Nothing springs to mind.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning and pensions consolidation.
How has Mark helped you?
Over the last 12 months and more he has given me excellent pensions advice, helping me to understand the reasoning and logic behind my decision making without ever sounding patronising. Friendly and utterly professional, he made the entire process painless and I cannot praise him too highly. He gave me sound advice based on my projected requirements for both the long and short term.
Have you seen the outcome you were hoping for?
Yes, the fund is performing well and we have separate provision for short term requirements. I wholeheartedly recommend Mark as a trusted expert in his field. I look forward to a secure and worry-free financial future.
Review for Katie Jackson
What could they have done better?
Advise and planning still on going so difficult to comment fully on this but to date nothing
What were the circumstances that caused you to initially look for a financial adviser?
Annual review
How has Katie helped you?
Advise and planning plus illustration of potential next steps
Have you seen the outcome you were hoping for?
Yes
Review for Daniel Lea
What were the circumstances that caused you to initially look for a financial adviser?
Bad advice from previous advisor.
How has Daniel helped you?
Set up my investments and given solid advice for the short, near and long term.
Have you seen the outcome you were hoping for?
Yes
Review for Dean McSloy
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Needed to move my pension out of an old work scheme
How has Dean helped you?
Dean has done me proud over the last few years with excellent advice and my pension has grown year on year even with drawing a healthy monthly income and a reasonable bonus lump sum this year
Have you seen the outcome you were hoping for?
Over and above any of my expectations
