Top Rated Firm 2026
6088 reviews | 52 verified advisers
Review for Chris Merry
What could they have done better?
Nothing i can think of
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Chris helped you?
Chris advised on the best way to invest/drawdown my pensions to ensure I maximised both interest and tax allowances ensuring I had sufficient funds to maintain my lifestyle.
Have you seen the outcome you were hoping for?
The outcome so far has been greater than I expected
Review for Rohan Sandhu
What could they have done better?
Nothing comes to mind so far
What were the circumstances that caused you to initially look for a financial adviser?
Consideration of retirement
How has Rohan helped you?
Positioned my assets and saving for retirement
Have you seen the outcome you were hoping for?
Indeed, so far
Review for David Dodgson
What could they have done better?
Making one-off withdrawals can seem bureaucratic and can take some time
What were the circumstances that caused you to initially look for a financial adviser?
Upcoming retirement
How has David helped you?
David has helped me prepare and invest for my retirement and in retirement income (drawdown) and investments
Have you seen the outcome you were hoping for?
Yes
Review for Edward Tudor
What were the circumstances that caused you to initially look for a financial adviser?
Inheritance that meant we wanted advice on how best to invest/save
How has Edward helped you?
By listening, most of all. We've discussed a range of issues and he listens and advises carefully and clearly, built around our needs.
Have you seen the outcome you were hoping for?
Yes
Review for Dan Alder
What could they have done better?
Not sure
What were the circumstances that caused you to initially look for a financial adviser?
I needed help with my pension options
How has Dan helped you?
Very informative
Have you seen the outcome you were hoping for?
Yes
