Top Rated Firm 2025
5054 reviews | 52 verified advisers
Review for Matthew Cole
What could they have done better?
nothing
What were the circumstances that caused you to initially look for a financial adviser?
retirement
How has Matthew helped you?
Matthew is efficient, knowledgeable, strategic, forward thinking, sensitive to my personal situation, collegiate, good communicator, dependable, extremely helpful, personable, honest, realistic, fun to have a meeting with
Have you seen the outcome you were hoping for?
yes
Review for Ellie Jarvis
What were the circumstances that caused you to initially look for a financial adviser?
On retirement I had a significant sum and wanted the help of an adviser to invest it for me.
How has Ellie helped you?
Ellie looked not just at the sum but my wife and my overall financial position and our plans for the future. This allowed us a structured conversation regarding the best approach to the investment of the sum. The relationship is on-going and Ellie ensures that our investment strategy remains consistent with our wider lifestyle goals.
Have you seen the outcome you were hoping for?
Very much so. Growth has been very good.
Review for Abigail Banks
What could they have done better?
Don’t know
What were the circumstances that caused you to initially look for a financial adviser?
Received an inheritance
How has Abigail helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
Review for Alexander Law
What were the circumstances that caused you to initially look for a financial adviser?
My retirement in 2024
How has Alexander helped you?
He has explained everything to me in an "easy to understand " manner.
Have you seen the outcome you were hoping for?
I am happy with everything, so far
Review for Chris Merry
What could they have done better?
Nothing springs to mind.
What were the circumstances that caused you to initially look for a financial adviser?
I needed to have a concrete plan to achieve retirement, making best use of my defined contribution and defined benefit pensions (3 in all).
How has Chris helped you?
My previous TPO IFA, Roger Clarke, is retiring in 2026 and Chris has started the process taking over from Roger. I have now been retired approx 15 months. At an annual review meeting, Chris and Roger presented the performance of my SIPP over the past year. Performance exceeded my expectations. Subsequent to the meeting Chris has prepared several cashflow analyses modelling future income against 2 scenarios, which indicate that my plan remains robust.
Have you seen the outcome you were hoping for?
Outcome for the first year of retirement has exceeded expectation despite Trump-induced market volatility.
