Top Rated Firm 2026
5909 reviews | 52 verified advisers
Review for Matthew Cole
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Wishing to change my portfolio to a different Financial Advisor.
How has Matthew helped you?
With all aspects of my portfolio, financial planning and pension advice in my retirement years.
Have you seen the outcome you were hoping for?
Yes
Review for Christie Tillett
What could they have done better?
Nothing of note.
What were the circumstances that caused you to initially look for a financial adviser?
Pension advice
How has Christie helped you?
Advised and assisted with pension consolidation and transfers.
Have you seen the outcome you were hoping for?
So far yes.
Review for Pippa Vick
What could they have done better?
Nothing I can think of, tip top advice and service.
What were the circumstances that caused you to initially look for a financial adviser?
I had a private pension pot, built up during my years of self employment, which I needed proactive investment management of and help with drawdown during my retirement.
How has Pippa helped you?
Pippa listened and understood my financial circumstances and retirement plans. After a thorough assessment of my attitude to risk, Pippa then advised a suitable investment plan for my pension and tax efficient drawdown therefrom.
Have you seen the outcome you were hoping for?
Yes very much so, I feel confident that my pension pot is being well managed during both stable and volatile times.
Review for Matthew Cole
What could they have done better?
I am not aware of anything.
What were the circumstances that caused you to initially look for a financial adviser?
The need to invest my pension pot at retirement age.
How has Matthew helped you?
He advised on the initial investment platform and how to use the tax-free amount, on the performance during the years, on how to provide for grandchildren and he actioned my first drawdown, whilst suggesting future use of funds.
Have you seen the outcome you were hoping for?
Yes, I feel confident that my funds are being well managed and accessible when needed.
Review for Julian Frere
What could they have done better?
Pretty much nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Approaching retirement and needed advice on rationalising my portfolion
How has Julian helped you?
He provided clear advice based on my current portfolio and set out various models for the future
Have you seen the outcome you were hoping for?
Very much so
