Top Rated Firm 2026
6697 reviews | 53 verified advisers
Review for Sam Curtis
What could they have done better?
Transfer of money out of pension can be slow but understand this is not Private Office issue directly
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Sam helped you?
Manages and advises on Pension and savings, always feel in safe hands with good access and regular reviews
Have you seen the outcome you were hoping for?
Yes as much as volatile markets allow but well managed with my needs in mind
Review for Sam Curtis
What could they have done better?
Keep doing what you’re doing! A big thank you.
What were the circumstances that caused you to initially look for a financial adviser?
Wanting a strategic direction and real expert advice to get a firm structure in place.
How has Sam helped you?
Advice and direction to build a more complete picture of assets, long term planning and providing an excellent footing to feel in control and have a view on the medium to long term requirements to work towards tangible and measurable financial outcomes. Pension advice, tax arrangements, ISA transfers and all sorts of adhoc questions. A real star and pleasure to have worming alongside me. A model professional.
Have you seen the outcome you were hoping for?
To date, absolutely. The comfort and confidence I’ve gained through our relationship has been excellent.
Review for Merve Oral
What could they have done better?
I don't think there is anything that Merv could of done better,
What were the circumstances that caused you to initially look for a financial adviser?
For my retirement and investment
How has Merve helped you?
Merv has looked into all my financial situations, and helped me with my planning for retirement.
Have you seen the outcome you were hoping for?
Yes I am more than happy
Review for George Hicks
What could they have done better?
Nothing! I am very grateful to have someone so trustworthy to help me with my finances.
What were the circumstances that caused you to initially look for a financial adviser?
TPO have looked after me for many years, and my husband as well before his death in 2010
How has George helped you?
George is very patient and helpful and I trust him totally. His advice is always considered and good, and I do feel he has my best interests, now, and for the future, as the basis for all his help, support and advice.
Have you seen the outcome you were hoping for?
Yes, definitely.
Review for Sam Curtis
What were the circumstances that caused you to initially look for a financial adviser?
Investment ideas
How has Sam helped you?
Investment advice
Have you seen the outcome you were hoping for?
Yes
