Top Rated Firm 2026
6454 reviews | 53 verified advisers
Review for Jason Wood
What could they have done better?
Not sure if this is in TPO's power , but perhaps advise exactly how to notify HRMC when first starting a Pension withdrawal. It seems to be a very common problem where HRMC put an individual on an emergency tax . The Tax Office then assume that the annual drawdown sum received is a monthly payment , remove the tax allowance and charge the full amount at 20%
What were the circumstances that caused you to initially look for a financial adviser?
Having been lucky enough to have worked throughout my life since I was 16 and regularly put money way for a pension , I decided I wanted to retire by age 60. At the age of 55 , after reading many reviews decided to seek expert advice on how to achieve this goal.
How has Jason helped you?
Jason Wood expertly reviewed what I had as pension savings , advised on how they should be invested long term and built a realistic planner of what I could afford to spend once I retired. The Investment funds chosen by The Private Office (TPO) have performed well over the time I have been with TPO and as a result I was able to retire even earlier at age 59. Thank you Jason and TPO
Have you seen the outcome you were hoping for?
Yes absolutely
Review for Mark Chicken
What could they have done better?
We haven't had cause for complaint and everything has been explained clearly so I don't think there is anything specific that I would look to change
What were the circumstances that caused you to initially look for a financial adviser?
I needed to amalgamate a number of pension pots and establish whether I could afford to retire
How has Mark helped you?
He arranged for the pension pots to be merged into one pension fund and provided the confidence that I was able to retire
Have you seen the outcome you were hoping for?
It's only been a couple of years but so far it is going better than predicted
Review for Emily Brear
What could they have done better?
Nothing in particular.
What were the circumstances that caused you to initially look for a financial adviser?
Emily has been my advisor for the past three years, every time she has excelled in her service and professional advice.
How has Emily helped you?
Emily demonstrated a thorough understanding of my financial position and provided clear, considered advice that left me feeling genuinely confident about my pension planning. Her professionalism and attention to detail were exemplary, and it was deeply reassuring to know that my long-term financial health is in such capable hands.
Have you seen the outcome you were hoping for?
Yes, the detailed presentation has been backed by relevant documents providing all details that was discussed during the review meeting.
Review for David Gruenstein
What were the circumstances that caused you to initially look for a financial adviser?
On retirement from full time work
How has David helped you?
David has been extremely helpful and clear in his advice. balancin my risk appetite against performance need
Have you seen the outcome you were hoping for?
Very much so
Review for George Hicks
What could they have done better?
Not a lot, George delivered!
What were the circumstances that caused you to initially look for a financial adviser?
I was looking for a holistic approach to managing investments/pension fund following a change in personal circumstances.
How has George helped you?
George has given sensible advice, looking across a broad range of investment options and suggesting a strategy for maximising future income.
Have you seen the outcome you were hoping for?
Very much so.
