Top Rated Firm 2026
6819 reviews | 54 verified advisers
Nothing
I had a monetary windfall and needed to ensure that this would grow in addition to receiving an income from it.
Paul has proven that he can not only keep my investment safe but also provide good growth. He has also been instrumental in helping me to fulfil my desire to help my family financially.
Yes, my investment has grown healthily, despite my taking a regular income from it.
Nothing
I was not happy with my existing adviser
I think my pension pot is well invested
Too soon to say
Retirement
Management of investments, financial planning, annual reviews
Yes
I was about to retire and was seeking advice on my existing workplace pension plans to provide financial security for my future
Chris has in the last year taken over from one of his colleagues who is retiring
The most recent results are encouraging and we continue to review options
We cannot think of anything that Alex could have done better
We initially looked for a financial advisor nearly 3 years ago, to help with planning for retirement
Alex has consistently provided clear and helpful advice. His initial analysis and advice gave us the confidence to proceed with our retirement plans. This has subsequently been reinforced through our subsequent regular interactions, and the strong performance of the investments and savings that Alex recommended.
So far, all outcomes that we were hoping for have been achieved.