Top Rated Firm 2025
4625 reviews | 50 verified advisers
Review for Dean McSloy
What could they have done better?
Nothing identified
What were the circumstances that caused you to initially look for a financial adviser?
Planning for retirement and maximising return on investments
How has Dean helped you?
Provided a retirement plan and advice on how best to manage my investment portfolio
Have you seen the outcome you were hoping for?
Yes and now retired with planned income
Review for Alex Shields
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Alex has looked after my financial planning for many years. He’s immensely reassuring, practical and very experienced.
How has Alex helped you?
Absolutely everything to do with my pensions, associated tax planning and long term financial planning
Have you seen the outcome you were hoping for?
Yes- more than.
Review for Freddie Fitton
What could they have done better?
Nothing I can think of
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Freddie helped you?
Analysis of my pension income and investments vs planned expenditure
Have you seen the outcome you were hoping for?
So far …
Review for Susan Tait
What could they have done better?
Not qualified to say
What were the circumstances that caused you to initially look for a financial adviser?
Son injured in RTA. Had funds to invest on his behalf for continuous care
How has Susan helped you?
Advised how best to invest funds with limited risk
Have you seen the outcome you were hoping for?
Yes very satisfied. Capital has grown significantly since start
Review for Chris Merry
What were the circumstances that caused you to initially look for a financial adviser?
We had a different advisor in another company, but considered that advice expensive and opaque, and my trust the investment company was not high enough.
How has Chris helped you?
Chris gave clarity in terms of costs, and also in how the investments, cash flow, and pension drawdown process would work.
Have you seen the outcome you were hoping for?
We are very happy with everything so far.
