Top Rated Firm 2026
6788 reviews | 55 verified advisers
Review for Clare McCarthy
What could they have done better?
returns were poor in the first few years but i realise unprecedented world events messed things up, but i was still expecting better returns
What were the circumstances that caused you to initially look for a financial adviser?
retirement
How has Clare helped you?
good explanations for risk and returns and difference in funds
Have you seen the outcome you were hoping for?
lately yes, previously no
Review for Alex Shields
What could they have done better?
Not much. A quirk of the pensions and investment industry is that getting hold of a good adviser, out of the thousands that are out there, is luck of the draw stuff. I think I have been lucky! So getting a good adviser like Alex, given crystal balls are not available, is as good an outcome as can realistically be expected.
What were the circumstances that caused you to initially look for a financial adviser?
Pension planning and ongoing management needs
How has Alex helped you?
Alex is a very measured individual, has expert knowledge around pensions, planning, their ongoing management, retirement income and strategies around future considerations such as inheritance issues.
Have you seen the outcome you were hoping for?
its work in progress, there is no end game as the rules and regs are continually changing and therefore today's strategies and advice have to be constantly updated and adjusted/tailored to ongoing needs.
Review for Alex Hatfield
What were the circumstances that caused you to initially look for a financial adviser?
Loss of my husband.
How has Alex helped you?
Alex has been invaluable. Couldn't have managed without him.
Have you seen the outcome you were hoping for?
Above expectations.
Review for Susan Tait
What could they have done better?
Just continue. I must say that it is important that there is mutual communication on a periodic level so the 6th month reviews are important.
What were the circumstances that caused you to initially look for a financial adviser?
An inheritance after the death if my parents
How has Susan helped you?
Having an understanding of our past, she can tailor our financial needs to the present which needs are ever changing and never remain static.
Have you seen the outcome you were hoping for?
Yes
Review for Emily Brear
What could they have done better?
n/a
What were the circumstances that caused you to initially look for a financial adviser?
Roger Clarke has been my adviser for at least 25 years, and with this forthing retirement, he recommended Emily Brear, and I have full confidence in her.
How has Emily helped you?
We are discussing the pros and cons of moving my drawdown pension onto an annuity.
Have you seen the outcome you were hoping for?
We are working on it
