Top Rated Firm 2026
6234 reviews | 52 verified advisers
Review for Dean McSloy
What could they have done better?
I cannot think of a particular occasion when I thought Dean could have done something better - he always available to contact and speak with when needed.
What were the circumstances that caused you to initially look for a financial adviser?
I had a Company pension and wanted to look at options as approached 55
How has Dean helped you?
Dean has assisted with the transfer of the pension which has given me the flexibility in my financial planning over the last 7 to 8 years
Have you seen the outcome you were hoping for?
Despite the unforeseen global financial challenges over the last 7 years I have been pleased with the outcomes and guidance received.
Review for Dean McSloy
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Approximately 9 years ago I was looking to accelerate my retirement and needed advice.
How has Dean helped you?
Dean enable me to accelerate my retirement by 5 years by reviewing my personal and pension details and providing me with clear and concise recommendations suitable to me circumstances. A full risk profile was undertaken, including a cashflow through to 99 years old which gave me peace of mind that his recommendations were fit for purpose.
Have you seen the outcome you were hoping for?
Yes, indeed. the Outcome has more than met my expectations
Review for Jack Barratt
What could they have done better?
Nothing. Jack was fantastic from start to finish. Can’t recommend highly enough!
What were the circumstances that caused you to initially look for a financial adviser?
Reached retirement age
How has Jack helped you?
Investigated my 3 company pensions and found me a suitable annuity for my retirement
Have you seen the outcome you were hoping for?
Absolutely!
Review for Dean McSloy
What were the circumstances that caused you to initially look for a financial adviser?
I needed financial advice
How has Dean helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
Review for Freddie Fitton
What were the circumstances that caused you to initially look for a financial adviser?
Wanted additional clarity and support on my financial situation and retirement planning.
How has Freddie helped you?
Working with Freddie has been a fantastic experience. He’s knowledgeable, responsive, and genuinely cares about helping me reach my financial goals. He explains everything clearly and always makes me feel confident in my decisions.
Have you seen the outcome you were hoping for?
The market is a bit all over the place due to global events but otherwise yes.
