Top Rated Firm 2026
6932 reviews | 56 verified advisers
Review for Dan Alder
What could they have done better?
nothing
What were the circumstances that caused you to initially look for a financial adviser?
Sale of a business
How has Dan helped you?
Dan has advised and assisted with the investment of our funds
Have you seen the outcome you were hoping for?
Absolutely
Review for Tony Padgett
What could they have done better?
Not aware of anything
What were the circumstances that caused you to initially look for a financial adviser?
Getting older and concerns over existing and potential taxation
How has Tony helped you?
Implementation of strategy to ameliorate risk
Have you seen the outcome you were hoping for?
Yes
Review for Tony Padgett
What were the circumstances that caused you to initially look for a financial adviser?
Early retirement
How has Tony helped you?
Giving us the confidence and security that our pension is in safe hands
Have you seen the outcome you were hoping for?
yes and exceeded our expectations
Review for April Leeson
What could they have done better?
Nothing. I am pleased with the service.
What were the circumstances that caused you to initially look for a financial adviser?
I was left a sum of money from My late husband and I was recommended to TPO and April looks after my finances. I find April knowledgeable and approachable and always has time to answer any questions.
How has April helped you?
April has helped me with my finances and also has given me very good advice.
Have you seen the outcome you were hoping for?
Yes but the state of the world makes my money rise and fall.
Review for Alex Shields
What could they have done better?
Alex has been excellent in his explanations, thorough and quick implementation of all the plans that was discussed. I could not ask for anything better in what he has done for me and my family.
What were the circumstances that caused you to initially look for a financial adviser?
Having recently retired, I needed advice on how to manage my pensions and advice on Inheritance Tax (IHT).
How has Alex helped you?
Alex helped in advising the pension investments, set up the Surplus Income to my children, which I had never heard of and a useful tool of saving taxes.
Have you seen the outcome you were hoping for?
Yes, I feel very confident in the management of my pensions, financial security for myself and the rest of the family.
