Top Rated Firm 2023
2667 reviews | 50 verified advisers
Review for Donna Buffham
What were the circumstances that caused you to initially look for a financial adviser?
I required professional management of my investment and pension portfolio.
Have you seen the outcome you were hoping for?
Performance of my portfolio over the last two years has been disappointing but this is in line with the market. We are taking a longer term view so it is too early to assess outcomes.
How has Donna helped you?
Donna has provided sound advice on investment selection to meet our risk profile and future income needs.
What could they have done better?
I would like to have more regular reviews to ensure any decisions on potential changes to our portfolio can be made in a timely fashion.
Review for Josh Farmer
What were the circumstances that caused you to initially look for a financial adviser?
My existing IFA was retiring and I took the opportunity to research what alternatives were available.
Have you seen the outcome you were hoping for?
I'm delighted with the outcome.
How has Josh helped you?
Josh is knowledgeable, easy to talk to and has worked with me to understand both my short term and longer term requirements.
What could they have done better?
Nothing.
Review for Dean McSloy
What were the circumstances that caused you to initially look for a financial adviser?
Pension planning
Have you seen the outcome you were hoping for?
Yes
How has Dean helped you?
Good quality advice in transferring my pension into a SIPP
Review for Roger Clarke
What were the circumstances that caused you to initially look for a financial adviser?
Need to monitor my SIPP
Have you seen the outcome you were hoping for?
Yes
How has Roger helped you?
He has given relevant advice and shows he understands my and my wife's requirements, all provided in a friendly and effective way
What could they have done better?
Nothing springs to mind
Review for Dean McSloy
What were the circumstances that caused you to initially look for a financial adviser?
To sort my pensions
Have you seen the outcome you were hoping for?
Yes
How has Dean helped you?
Great so helpful. Would definitely recommend Dean
What could they have done better?
Nothing
