Top Rated Firm 2025
4378 reviews | 50 verified advisers
Review for Abby Ivison
What could they have done better?
It was all done very well.
What were the circumstances that caused you to initially look for a financial adviser?
I was looking for advice in managing my pension.
How has Abby helped you?
Abby explained the options and then the best ways to proceed.
Have you seen the outcome you were hoping for?
Yes and with her help it made the process run very smoothly.
Review for Abby Ivison
What could they have done better?
Knowledge on finer points of proposed inheritance tax relating to spouse
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning
How has Abby helped you?
Initial advice on pension options Ongoing advice on account options
Have you seen the outcome you were hoping for?
In general yes pleased with outcomes to date and advice explaining economic environment and its impact on my savings
Review for Tony Padgett
What were the circumstances that caused you to initially look for a financial adviser?
Advice on inheritance tax and planning and retirement planning
How has Tony helped you?
Tony has advised us on several financial related matters over the years, including inheritance tax planning, retirement planning and investments. He is always available at the end of the phone/email and is quick to respond to offer his advice. He's also extremely patient, explaining the processes, and answering any questions we may have. We highly recommend his services.
Have you seen the outcome you were hoping for?
As a result of our annual meetings and calls through the year, we have been able to plan for our early retirement.
Review for Sarah Nesbitt
What could they have done better?
I cannot see any way which Sarah's advice could be improved upon.
What were the circumstances that caused you to initially look for a financial adviser?
When we sold our family home in 2004, we had a surplus of cash to invest and needed professional advice on how best to invest.
How has Sarah helped you?
Sarah has given me the confidence to book expensive holidays and enjoy a standard of living which otherwise I might have felt was too extravagant.
Have you seen the outcome you were hoping for?
Yes, I have. If I should ever need long-term care, Sarah has confirmed that I would have sufficient funds to pay for it.
Review for Steffan Alemanno
What could they have done better?
I’m pleased with the relationship
What were the circumstances that caused you to initially look for a financial adviser?
Approaching retirement and needing to have advise on financial security
How has Steffan helped you?
Reviewed all mine and my wife’s pensions / savings versus current expenditure to forecast our ability to continue in our current lifestyle
Have you seen the outcome you were hoping for?
Yes
