Top Rated Firm 2024
3494 reviews | 51 verified advisers
Review for Abigail Banks
What were the circumstances that caused you to initially look for a financial adviser?
Divorce settlement
How has Abigail helped you?
Abigail has always explained everything very clearly to me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review for Emily Brear
What were the circumstances that caused you to initially look for a financial adviser?
I realised that my investments needed a comprehensive review which I know is way beyond my capabilities. It was time to hand over to experts.
How has Emily helped you?
She has taken over nearly everything I had in ways that make me feel both relieved of the responsibility and confident in the new set up.
Have you seen the outcome you were hoping for?
Pretty much.
Review for Sarah Beall
What were the circumstances that caused you to initially look for a financial adviser?
Two reasons: (1) Wanting to retire and needing independent expertise with financial planning to model long-term inflation adjusted income and expenditure projections incorporating lifestyle plans. (2) Needing to unravel a number of differing pension schemes to establish what was the best strategy for each.
How has Sarah helped you?
I describe it as three key things: (1) Expertise: The peace of mind of very quickly feeling that I could trust Sarah's skill, guidance, advice and professionalism. (2) Affiliation: Never once sensing that Sarah did not understand my priorities or that she had a conflict of interest or bias. (3) Tone: Naturally, one might expect the first two, but the tonal approach taken by Sarah was exceptional. I always felt that Sarah would provide whatever time was necessary through whatever medium suited me. I never felt hurried or unsupported. Notwithstanding all of that, it was great too that I never felt over-charged; the value for the fees was very good.
Have you seen the outcome you were hoping for?
Yes. I am retired with complete peace of mind.
What could they have done better?
Nothing.
Review for Abigail Banks
What were the circumstances that caused you to initially look for a financial adviser?
She is part of the management of my funds, and is who I go to for general financial advice.
How has Abigail helped you?
She has advised me on my pension plans, my investment plans, and how to best prepare for the future in general. She has also helped with the financial side of buying a house and other big life events.
Have you seen the outcome you were hoping for?
At every stage, her advice has been spot on and incredibly helpful.
Review for George Hicks
What were the circumstances that caused you to initially look for a financial adviser?
Wanting to move our saving "up the risk curve" a little. Also developing the best structure and strategy for my personal pensions.
How has George helped you?
With information and suggestions. I would say that the advice is predominantly reactive - to specific questions that I may have although there he has fed in information and suggestions about and in response to legislative and market developments.
Have you seen the outcome you were hoping for?
No but not George's fault - a series of world events (markets, Covid and Ukraine) have meant that my move from high-street savings into investments has left me worse off than I was.
What could they have done better?
Hard to say.
