Top Rated Firm 2026
6532 reviews | 53 verified advisers
Review for Ellie Jarvis
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Early retirement and a financial portfolio to support it in the short to long term
How has Ellie helped you?
Ellie advised a portfolio to support my early retirement, which supported my current income needs with planning and monitoring for the future
Have you seen the outcome you were hoping for?
Yes. The portfolio has performed very well in the markets
Review for Freddie Fitton
What were the circumstances that caused you to initially look for a financial adviser?
Pension Advice
How has Freddie helped you?
He has kept me up to date
Have you seen the outcome you were hoping for?
So far so good
Review for Matthew Cole
What could they have done better?
Nothing - Matthew is responsive when queries arise and is genuinely engaged to help with my retirement planning
What were the circumstances that caused you to initially look for a financial adviser?
Looking to proactively plan ahead towards retirement and wanted independent financial advice with a clear fee structure
How has Matthew helped you?
Practical and impactful advice on pension risk strategies in advance of retirement and financial planning post retirement
Have you seen the outcome you were hoping for?
So far, yes
Review for Alex Hatfield
What could they have done better?
There have previously been a few minor administrative issues (eg - the late provision of meeting records) but these have now been resolved.
What were the circumstances that caused you to initially look for a financial adviser?
Around 6 years ago I needed professional advice about the merits and risks of transferring out of a DB company pension scheme into a SIPP
How has Alex helped you?
Alex completed a detail financial analysis and long term forecast of several possible options, explored my attitude to risk, retirement expectations and time frame. He also gave very good answers and explanations to the many questions that I raised. At the conclusion, I felt that I was able to make a very well informed decision on transferring into a SIPP, which was then set up by The Private Office. Over the past 6 years Alex has continued to provide excellent advice about the investments within my SIPP and about my wider financial plans for the future.
Have you seen the outcome you were hoping for?
I have been delighted with the advice provided by Alex over the last 6 years and I have been very pleased with the performance of the portfolio of investments that he recommended.
Review for Paul Sanders
What could they have done better?
Would like more information on Inheritance Tax planning.
What were the circumstances that caused you to initially look for a financial adviser?
Investment of capital to ensure future security and inheritance planning.
How has Paul helped you?
Our investments have done extremely well and Paul has been personable and understanding of our appetite for low/medium risk. He has always responded to our requests to 'catch-up' when asked. He has given advice re Wills and Power of Attorney (Health and Finance). We are confident that TPO offers first class financial advice.
Have you seen the outcome you were hoping for?
Yes we have in terms of our investments.
