Top Rated Firm 2026
6280 reviews | 52 verified advisers
Review for Donna Buffham
What could they have done better?
I would have preferred 6 monthly reviews as my "later life" situation means that there are changes occurring at all times
What were the circumstances that caused you to initially look for a financial adviser?
I needed financial help and advice in my retirement years
How has Donna helped you?
Provided concise, clear financial advice and planning
Have you seen the outcome you were hoping for?
In general, yes.
Review for Tony Padgett
What could they have done better?
Second guessing the Chancellor ha!
What were the circumstances that caused you to initially look for a financial adviser?
When self employed my accountant recommended speaking to an advisor,
How has Tony helped you?
Talking about financial situation and how best to navigate tax burden that can change
Have you seen the outcome you were hoping for?
Having some knowledge of finance it can still be a difficult to navigate, we keep moving forward.
Review for Alex Shields
What could they have done better?
satisfied with the service offered
What were the circumstances that caused you to initially look for a financial adviser?
developing a long term plan towards retirement , whilst ensuring the investments were being monitored and reviewed as necessary
How has Alex helped you?
offering advice and knowledge , mainly pensions and investments
Have you seen the outcome you were hoping for?
broadly yes
Review for Sarah Beall
What could they have done better?
Nothing comes to mind
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Sarah helped you?
Financial planning
Have you seen the outcome you were hoping for?
Yes
Review for Dean McSloy
What could they have done better?
Nothing as far as we are aware.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning and inheritance to potentially invest.
How has Dean helped you?
Yes he was extremely knowledgeable and we were confident that all the advice he provided was excellent.
Have you seen the outcome you were hoping for?
Yes we now receive a monthly income from our investment.
