Top Rated Firm 2026
6832 reviews | 55 verified advisers
Review for Dan Alder
What could they have done better?
Nothing comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
I was planning on taking early retirement and wanted help to look at how I should take my personal pensions and how to simplify my investments.
How has Dan helped you?
Really clear advice and responds in a friendly and helpful manner if I’ve needed follow up on any point.
Have you seen the outcome you were hoping for?
Yes! I’m very happy with Dans advice. I feel listened to and understood. I trust Dans advice and intentions.
Review for Steffan Alemanno
What were the circumstances that caused you to initially look for a financial adviser?
I have had an adviser since first starting work
How has Steffan helped you?
Good knowledge of background, needs and aspirations
Have you seen the outcome you were hoping for?
Yes
Review for Chris Merry
What were the circumstances that caused you to initially look for a financial adviser?
Pension transfers
How has Chris helped you?
Assistance with transfers, investments and planning
Have you seen the outcome you were hoping for?
Yes. Pension situation simplified and clear plan in place.
Review for Clare McCarthy
What were the circumstances that caused you to initially look for a financial adviser?
We wanted to transfer our investments and Clare and her colleagues were highly recommended.
How has Clare helped you?
Sensible, relatable advice and very nice and professional to deal with! Very helpful and reassuring in dealing with a tricky pension transfer
Have you seen the outcome you were hoping for?
Good returns so far so yes.
Review for Freddie Fitton
How has Freddie helped you since your last review?
Proposed a drawdown of private pension to optimise taxable income. Changed investment portfolio to optimise returns but maintain ethical investment.
