Top Rated Firm 2026
6802 reviews | 53 verified advisers
Nothing
I was not happy with my existing adviser
I think my pension pot is well invested
Too soon to say
I was about to retire and was seeking advice on my existing workplace pension plans to provide financial security for my future
Chris has in the last year taken over from one of his colleagues who is retiring
The most recent results are encouraging and we continue to review options
We cannot think of anything that Alex could have done better
We initially looked for a financial advisor nearly 3 years ago, to help with planning for retirement
Alex has consistently provided clear and helpful advice. His initial analysis and advice gave us the confidence to proceed with our retirement plans. This has subsequently been reinforced through our subsequent regular interactions, and the strong performance of the investments and savings that Alex recommended.
So far, all outcomes that we were hoping for have been achieved.
.Nothing could have been better.
I inherited the sipp and advisors from my husband.
Provided me with a monthly income and extra monies when I asked. He has listened to my needs and given me solutions.
The proposed plan is exactly what I hoped for
Nothing could have been done better.
I inherited this sipp from my husband
He has given clear, professional advice. He has listened to my needs and again understood them . I am extremely happy with the financial plan that he proposed.
The outcome of the meeting was very satisfactory.