Top Rated Firm 2026
6094 reviews | 51 verified advisers
Review for Donna Buffham
What could they have done better?
The ESG funds were disappointing, My current portfolio is much better.
What were the circumstances that caused you to initially look for a financial adviser?
Post-divorce
How has Donna helped you?
Donna is quick to respond to any requests. You feel she is always available to explain, advise or reassure. Her long shows.
Have you seen the outcome you were hoping for?
This year so far has made up for previous downturns
Review for David Gruenstein
What could they have done better?
Not sure I can think of anything to improve on, very pleased with the advice and progress with my Pension savings.
What were the circumstances that caused you to initially look for a financial adviser?
Looking for a professional and responsive company who could handle my pension savings and draw down plan.
How has David helped you?
David is extremely responsive and knowledgeable. He has helped and advised me through the process of drawing down and maintaining my funds for future years.
Have you seen the outcome you were hoping for?
Yes I have received excellent service.
Review for Daniel Blandford
What could they have done better?
Occasionally the back office is a bit clunky - sometimes the App is showing the wrong or out of date values and the messaging system is saying you have 85 messages when you have none. Also the monthly payments seem to be a bit chaotic and on a number of occasions have been delayed
What were the circumstances that caused you to initially look for a financial adviser?
Approaching retirement and wanting to know what lifestyle I could support post retirement based on my existing pensions and assets
How has Daniel helped you?
Extremely clear modelling of scenarios and clear advice on the options available to us.
Have you seen the outcome you were hoping for?
Yes - now retired and Daniel and Grace are managing our post retirement cash flow.
Review for Emily Brear
What could they have done better?
May be something, but I have not much to compare with.
What were the circumstances that caused you to initially look for a financial adviser?
Insignificant knowledge of financial planning
How has Emily helped you?
Going through options step by step, covering the reasons behind each step.
Have you seen the outcome you were hoping for?
Yes.
Review for Kirsty Stone
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
I got divorced and needed help with my finances.
How has Kirsty helped you?
Kirsty has calmly and professionally helped me to navigate this scary period and now my money is all working hard and is where it needs to be.
Have you seen the outcome you were hoping for?
Yes. So far so good!
