Top Rated Firm 2026
5855 reviews | 52 verified advisers
Review for Abigail Banks
What could they have done better?
I can't think of anything that they could have done better.
What were the circumstances that caused you to initially look for a financial adviser?
I was approaching retirement and wanted independent advice concerning managing my private pension.
How has Abigail helped you?
She has completed a comprehensive review of our financial situation, current and forecast. With this, together with an appreciation of our aspirations and risk appetite, she has outlined to us the options for managing our finances. The systematic way in which she has gone about this has given us confidence in the decisions that we have made, based on information she has provided.
Have you seen the outcome you were hoping for?
In the short term, yes. The relationship is ongoing.
Review for George Hicks
What were the circumstances that caused you to initially look for a financial adviser?
I have been a client of The Private Office for 7 years having initially made enquiries regarding transferring my final salary pension. The advice received was in-depth and clear which allowed me to make an informed decision about my future.
How has George helped you?
George always listens and makes notes of my current circumstances when we meet and is able to offer advise based around my current needs. He is also fast to respond to any enquiries I make outside of our one to one meetings.
Have you seen the outcome you were hoping for?
Yes, based on my requirements the pension plan has provided what I required.
Review for Pippa Vick
What were the circumstances that caused you to initially look for a financial adviser?
I have had a financial advisor for many years.
How has Pippa helped you?
Pippa has offered me advice and reassurance about my financial circumstances.
Have you seen the outcome you were hoping for?
Yes, I am very satisfied.
Review for Pippa Vick
What could they have done better?
There was a delay in implementing the outcomes of my annual review.
What were the circumstances that caused you to initially look for a financial adviser?
Originally it was to invest my late husband's death in service pension.
How has Pippa helped you?
She has advised me on how to best invest my inheritance from my father and whether I was financially able to retire early. She made a point of understanding my needs and appetite for risk
Have you seen the outcome you were hoping for?
Yes. Everything is working well at the moment.
Review for Pippa Vick
What were the circumstances that caused you to initially look for a financial adviser?
Assuring that my retirement planning was sound
How has Pippa helped you?
tailored advice on my personal situations and expected retirement outcomes
Have you seen the outcome you were hoping for?
So far, so good
