Top Rated Firm 2025
5682 reviews | 52 verified advisers
Review for Tony Padgett
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Managing and inheritance
How has Tony helped you?
Tony has helped me to invest my assets in the most tax efficient position.
Have you seen the outcome you were hoping for?
Yes
Review for Robert Morse
What could they have done better?
I’m sure there will always be something that could have been done better but nothing comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to take a structured approach to investing for the long term
How has Robert helped you?
Robert has advised me for very many years and his advice has been invaluable, ensuring I take decisions based on excellent data and sound advice
Have you seen the outcome you were hoping for?
Yes, I have seen very positive outcomes
Review for Dean McSloy
What could they have done better?
Nothing at all!
What were the circumstances that caused you to initially look for a financial adviser?
Annual Review
How has Dean helped you?
Very much so
Have you seen the outcome you were hoping for?
Yes
Review for Jason Wood
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Planning for retirement
How has Jason helped you?
Providing me with excellent advice on investments and pensions
Have you seen the outcome you were hoping for?
Yes
Review for Chris Merry
What could they have done better?
Chris had only been my advisor for a few months so nothing at the moment.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement from Citigroup.
How has Chris helped you?
By going through each Pension investment explaining clearer how each is performing.
Have you seen the outcome you were hoping for?
Yes
