Top Rated Firm 2026
6889 reviews | 55 verified advisers
Review for Jay Rose
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Changed FA as very unhappy with one I'd had fro n umber of years. TPO was chosen after considerable research. I was passed onto Jay this year as the previous FA left TPO.
How has Jay helped you?
Review pensions and investments, explaining those and offering suggestions for future.
Have you seen the outcome you were hoping for?
Too soon.
Review for Susan Tait
What could they have done better?
Nothing, we are happy with the service we have received
What were the circumstances that caused you to initially look for a financial adviser?
Received inheritance and Susan was recommended to us
How has Susan helped you?
Susan has given guidance on the best way to make the most of our savings, set up ISAs and is now looking into pensions with us.
Have you seen the outcome you were hoping for?
Yes
Review for Julian Frere
What could they have done better?
Nothing, we have listened to the advice given and acted where appropriate,
What were the circumstances that caused you to initially look for a financial adviser?
Mainly down to my timings around our circumstances,
How has Julian helped you?
Julian has guided us through, given great advice and clearly explained the ups and downs of investing, his pension advice has also been well considered,
Have you seen the outcome you were hoping for?
It's an ongoing process,
Review for Rohan Sandhu
What could they have done better?
Honestly, we're in a good state and don't think there could be any improvement.
What were the circumstances that caused you to initially look for a financial adviser?
To consolidate my several :portable' Pensions from previous employments, and to draw up a retirement plan, with built in milestone drawdown options.
How has Rohan helped you?
Rohan brings a wealth of experience and demonstrates a strong desire to keep this updated. He is scrupulous in understanding our needs for myself, my wife and my family. He is very professional, keen to get the best solution for my/our needs and willing to go to lengths to make this happen. Our recent 'face-to-face' was to complete the documentation for our current milestone drawdown on the successful completion of my youngest's first home purchase. He had prepared this in advance of our meeting, talked us through the essentials, and offered the option to take home and review. As we have come to know and appreciate Rohan's efforts I was happy to quickly run through and sign during our meeting. We are arranging another 'electronic' meeting before the year end to review the year, and I and my wife are very pleased with this.
Have you seen the outcome you were hoping for?
Yes! Value of my investments is increasing despite the year's global turmoil, and the drawdown is in progress, being taken from a cash allocation for easier management, arranged during the early days of our planning. Great insight from Rohan!
Review for Freddie Fitton
How has Freddie helped you since your last review?
Comprehensive Annual Review and general advice during the year
