Top Rated Firm 2026
6642 reviews | 53 verified advisers
Clare has done everything I hoped for
I was with a pension advisor who was not proactive or communicative and I found TPO on the martin lewis website
She has explained my pension plan in a way that I understand how everything works and gives me confidence in her advice
Yes I am pleased with the outcome this year
I am perfectly happy with the service
Retirement planning
He has produced a balanced portfolio which is perfectly suited to my requirements
Yes
Nothing
My late husband and I initially contacted Alex for advice concerning his pension and savings options
Alex has been fantastic all the way, particularly since my husband's death when I needed a lot of help navigating the seemingly overwhelming process of sorting our affairs. He is approachable, straight talking and I have every confidence that he is always acting in my best interests.
Yes I am very satisfied with the outcomes that Alex has achieved for me.
Nothing
Following the death of my husband, I needed guidance and help with financial planning
Julian Frere has helped me with all aspects of my finances and planning for the future
Definitely
Nothing comes to mind.
Originally I wanted my money to be invested into ESG funds as I am passionate about the state of nature, climate change and biodiversity. Emily has been my advisor for a couple of years now after the resignation of my previous financial advisor.
She has made recommendations regarding my personal investments and for the monies invested in a Trust which I am in the process of setting up for my grandchildren. She is very professional and knowledgeable.
I have been very pleased with the growth of my investments to date.