Top Rated Firm 2026
6485 reviews | 53 verified advisers
Review for Katy Gordon
What could they have done better?
No communication and platform has been excellent
What were the circumstances that caused you to initially look for a financial adviser?
Needed a company for financial advise looked at a lot of options before settling on TPO
How has Katy helped you?
Provided a sound base for decision making and has been very supportive and knowledgeable in all aspects
Have you seen the outcome you were hoping for?
Funds,have been. Invested wisely and fund is growing towards my retirement
Review for Edward Tudor
What could they have done better?
Not sure they could
What were the circumstances that caused you to initially look for a financial adviser?
Help with our investments and planning for the future eg pensions and inheritance tax.
How has Edward helped you?
He gave very clear advice re our investments. He listens to our concerns and addresses them.
Have you seen the outcome you were hoping for?
Yes. Considering the instability in the markets at the moment.
Review for Dean McSloy
What were the circumstances that caused you to initially look for a financial adviser?
For financial planning to ensure a comfortable retirement in the future.
How has Dean helped you?
Dean has helped my wife and I develop a financial plan and investment strategy to ensure a comfortable and sustainable retirement in the future. The plan and associated advice has helped us to be disciplined in our savings for the future as the plan requires. The annual reviews with Dean also gives us a means to check if we are on track and/or adjust if necessary - this plan and regular reviews give my wife and I peace of mind when it comes to retirement planning.
Have you seen the outcome you were hoping for?
Yes, so far we are on track vis-a-vis our retirement plan.
Review for Steffan Alemanno
What could they have done better?
Nothing could have been better, Steffan gave me the well considered information and factual advise/modelling needed for me to plan ahead.
What were the circumstances that caused you to initially look for a financial adviser?
I have access to an advisor as part of my employment. However, I would be seeking some advice if this were not the case.
How has Steffan helped you?
Steffan has helped me to model potential retirement income and consider how I should be best building my pension pot for the future. He has helped me to consider how to best allocate my earnings over the coming years to position me and my family positively for the future.
Have you seen the outcome you were hoping for?
The outcome from my consultation with Steffan answered all my questions and more.
Review for Clare McCarthy
What could they have done better?
2025's pension performance was well below the FTSE 100's but mitigated by the pension pot excluding certain sectors into which I preferred not to invest, e.g. armaments, preferring an element of sustainability instead.
What were the circumstances that caused you to initially look for a financial adviser?
Having reached retirement and needing to secure the best home for investing my pension pot for the long term future.
How has Clare helped you?
Provided guidance in investing my pension pot into various risk categories based primarily upon my personal preferences.
Have you seen the outcome you were hoping for?
Solid growth has been achieved.
