Top Rated Firm 2026
6900 reviews | 52 verified advisers
Review for Francine Kelly
What could they have done better?
I would like greater transparency over my fees. I know TPO are at the higher end of the market and this advice does not come free. It may be an idea to just have an annual fee balance which collates the quarterly figures rather than having to perform a manual summation (we are ll doing it anyway so make it easier for us)
What were the circumstances that caused you to initially look for a financial adviser?
My retirement planning was becoming more complex for me to manage (even though it is relatively simple). It seemed obvious to seek specialist advice and care to ensure my long term goals were achievable.
How has Francine helped you?
Fran has been excellent as a sounding board and also extremely supportive in protecting me from myself and my bad decisions. Her patient explanation and navigation of the complexity of the UK taxation landscape has been perfect for me and every time we meet I am left reassured that I made the correct choice in moving my investments to The Private Office.
Have you seen the outcome you were hoping for?
Even with recent volatility I have been very pleased with my returns since working with TPO. Beyond the commercial returns I have been reassured that I am in the hands of a professional organisation who can nurture me along a path to financial freedom and Fran has been pivotal in that journey.
Review for Christie Tillett
What could they have done better?
A few minor delays and issues were encountered with some pension transfers but these have now been resolved.
What were the circumstances that caused you to initially look for a financial adviser?
I was recently retired and seeking advice on how best to manage and drawdown on my various pensions and investments.
How has Christie helped you?
Christie has been very helpful in consolidating my various pensions and providing advice on how best to manage our finances during the early stages of our retirement.
Have you seen the outcome you were hoping for?
Yes.
Review for Francine Kelly
What could they have done better?
Nothing could have been done better in my opinion.
What were the circumstances that caused you to initially look for a financial adviser?
I needed an advisor to assist with mine and my partner's retirement planning.
How has Francine helped you?
Fran has managed our retirement planning from concept to implementation, ncluding multiple defined contribution pension scheme transfers into managed funds and drawdown arrangements.
Have you seen the outcome you were hoping for?
We are nearing the first year of full retirement and our outcomes have been fully achieved.
Review for David Gruenstein
What could they have done better?
Nothing comes to mind
What were the circumstances that caused you to initially look for a financial adviser?
He has been advising me for years
How has David helped you?
Great understanding of my requirements
Have you seen the outcome you were hoping for?
Yes
Review for Jay Rose
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Joined up 20 years ago , needed money advice.
How has Jay helped you?
Concentrated our thinking .
Have you seen the outcome you were hoping for?
More or less.
