Top Rated Firm 2026
6859 reviews | 56 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?
We needed professional guidance to ensure our finances would provide support to our family when needed and a comfortable retirement.
How has Dan helped you?
Dan has guided us through some turbulent times. His advice has always been tailored appropriately to our short terms needs and long term goals.
Have you seen the outcome you were hoping for?
Our risk threshold is low, so we’ve generally been pleased with how Dan’s recommended funds have performed. With Dan’s advice and guidance we are in a strong position to achieve our goals.
Review for David Dodgson
What could they have done better?
Sometimes the enactment of instructions is a little slower than I would expect.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to consolidate pensions and plan for the future.
How has David helped you?
Fully console my pensions, allowed me to make some specific plans and consider a range of options for the future.
Have you seen the outcome you were hoping for?
Yes
Review for Daniel Blandford
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Nearing retirement age, I decided to appoint an IFA to look after my pension and investments. The Private Office reviews were very good and I was appointed Daniel to look after my account. His knowledge and service are exceptional, I have no hesitation recommending him.
How has Daniel helped you?
Retirement planning
Have you seen the outcome you were hoping for?
So far, yes.
Review for Abigail Banks
What could they have done better?
They have been superb
What were the circumstances that caused you to initially look for a financial adviser?
Retirement and estate planning
How has Abigail helped you?
Expert friendly well informed advice
Have you seen the outcome you were hoping for?
Yes all good so far!
Review for Dan Alder
What could they have done better?
Nothing, very pleased
What were the circumstances that caused you to initially look for a financial adviser?
Several years ago we wanted to set up a couple of SIPPs and get independent financial advice on the best options for our circumstances
How has Dan helped you?
Dan has provided timely calculations and advice regarding feasibility of taking one pension early to allow me to reduce my job workload, and planning ahead for me to be able to access my other pensions at the right time personally and financially.
Have you seen the outcome you were hoping for?
Yes, I've been able to reduce my workload and manage a planned reduction in job income by accessing one pension early while still working. The decision has meant a better work life balance without losing much monthly income. I also understand what the next stages and years should look like. Dan's financial advice and forecasting has been crucial in helping me make decisions.
