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Top Rated Firm 2022

1434 reviews | 45 verified advisers

Selection of recent reviews. Read all reviews

Review for Edward Tudor

June 2022

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

Retirement from work

How has Edward helped you?

Financial advice to enhance our retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review for Jasmine Somefun

June 2022

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

I needed to know what tax i would need to pay if I took early retirement

How has Jasmine helped you?

Jasmine went through the tax implications I would encounter on retiring

Have you seen the outcome you were hoping for?

yes I did

What could they have done better?

nothing really, jasmine covered everything

Review for David Dodgson

June 2022

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

My beautiful wife has died

How has David helped you?

Just does what it says on the tin. Clearly explains my options.

Have you seen the outcome you were hoping for?

Understanding options going forward

What could they have done better?

Nothing ?

Review for Alex Kyprianou

June 2022

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

I was unhappy with my previous independent advisor

How has Alex helped you?

Guided me through my investment

Have you seen the outcome you were hoping for?

Yes I’m fine with proposition

What could they have done better?

Very professional and have put my son in law in touch with him for his family

Review for Daniel Blandford

May 2022

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

Inheritance

How has Daniel helped you?

Daniel is a good communicator and is always helpful and provides timely responses.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything