Top Rated Firm 2025
5451 reviews | 52 verified advisers
Review for Clare McCarthy
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Early retirement
How has Clare helped you?
Helped us manage our finances/investments throughout our early retirement - allowing us to focus on a complex self build project.
Have you seen the outcome you were hoping for?
Yes
Review for Clare McCarthy
What could they have done better?
Everything has been done within my expectations so there is nothing Clare could have done better
What were the circumstances that caused you to initially look for a financial adviser?
Needed a better overview of my pension and investments.
How has Clare helped you?
Rearranged my investments with a better performing provider, and advised on the best strategy of investment within my pension, since doing so performance has increased significantly. When compared with my previous IFA.
Have you seen the outcome you were hoping for?
Yes very happy
Review for Pippa Vick
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Left SJP
How has Pippa helped you?
Pippa has provided a life time financial plan which covers all eventualties.
Have you seen the outcome you were hoping for?
Yes
Review for Matthew Cole
What could they have done better?
Matthew Cole has been an excellent advosir
What were the circumstances that caused you to initially look for a financial adviser?
Matthew was recommended by my accountant, as I had left my global role at a major music company and, having been ill with Parkinson's disease, I needed advice on drawing down tax free funds from my pension.
How has Matthew helped you?
Matthew combined both my pensions and we moved the fund under the TPO team. HE managed my pension tax free draw down and has maintained my pension in growth while under their control.
Have you seen the outcome you were hoping for?
I have had a great outcome and much more personal support, which with Parkinson's Disease really helps my stress levels. He arranged the tax-free pension draw down which kept me safe while I set up my own company and started working with a client.
Review for Paul Sanders
What were the circumstances that caused you to initially look for a financial adviser?
Had been looking for a suitable adviser for some time. Impressed by press mentions and transparent fees basis.
How has Paul helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
