badge

Top Rated Firm 2024

3427 reviews | 49 verified advisers

Selection of recent reviews. Read all reviews

Review for Christopher Abel

April 2024

What were the circumstances that caused you to initially look for a financial adviser?

I was looking for some general guidance and information regarding our current pensions

How has Christopher helped you?

Christopher was able to give some insight to our current plans and offer recommendations on how he may be able to help either now or at a future date

Have you seen the outcome you were hoping for?

We have been given an outsiders perspective on our portfolio so far which is essential and what we were hoping for from talking to Christopher

What could they have done better?

He offered everything we were after for our 30mins discussion

Review for Alex Shields

April 2024

What were the circumstances that caused you to initially look for a financial adviser?

SIPP Planning

How has Alex helped you?

By giving advice and answering questions while supporting a younger colleague in his organisation acting as their mentor.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Some of the terminology sometimes used can be confusing, perhaps use fewer acronyms (not that very many were used) and remain cognisant that people "out there" are not finance specialists, and that what might be very obvious to someone who works in this industry might not be immediately clear to everyone.

Review for Ashley Thomas-Walsh

April 2024

What were the circumstances that caused you to initially look for a financial adviser?

2022 - wanted a professional assessment of our financial position at the point of retirement/part time working and to maximise cash savings.

How has Ashley helped you?

Comprehensive report provided which informed longer term investments and pension.

Have you seen the outcome you were hoping for?

In part - financial circumstances in Feb22 (Ukraine war) & subsequently have undermined a return that was hoped to exceed inflation.

What could they have done better?

Not sure they could - Ashley has indicated that action taken in that first year did minimise the losses that we may have experienced otherwise.

Review for David Dodgson

April 2024

What were the circumstances that caused you to initially look for a financial adviser?

To get professional investment guidance

How has David helped you?

Advised on investment portfolios and risk categories. Advised on investment options for uncrystallised parts of pension portfolio. Discussed and illustrated investment performance and future recommendations

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. All communication and management was excellent

Review for Matthew Cole

April 2024

What were the circumstances that caused you to initially look for a financial adviser?

A need to plan ahead for retirement and get a consolidated view of defined pension contributions.

How has Matthew helped you?

Good advice on strategies for retirement planning, pension structure / strategy and transfers.

Have you seen the outcome you were hoping for?

So far, a positive experience in terms of pension journey and investment returns, with clear information on charges.