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Top Rated Firm 2026

6602 reviews | 53 verified advisers

Selection of recent reviews. Read all reviews

Review for Dean McSloy

June 2026

What could they have done better?

.

What were the circumstances that caused you to initially look for a financial adviser?

I wanted to manage my future

How has Dean helped you?

Good advice and helpful explanations

Have you seen the outcome you were hoping for?

Yes

Review for Steffan Alemanno

June 2026

What could they have done better?

I'm totally satisfied

What were the circumstances that caused you to initially look for a financial adviser?

My Exsisting pension was coming to a close at my age 60 and I wasn't ready to retire.

How has Steffan helped you?

Financial planning for the future and being able to (as much as you can) see shortfalls and events which effect my financial situation.

Have you seen the outcome you were hoping for?

Yes

Review for Edward Tudor

June 2026

What were the circumstances that caused you to initially look for a financial adviser?

I needed structure, guidance, and professional advice

How has Edward helped you?

Helping me plan for the long term and keeping me grounded on how I can best achieve my financial goals

Have you seen the outcome you were hoping for?

We are only two years in and I hope we will be partnering for much longer to see the outcomes

Review for George Hicks

June 2026

What could they have done better?

Nothing comes to mind (though I am slightly dismayed by his support for Yorkshire cricket!!)

What were the circumstances that caused you to initially look for a financial adviser?

I wanted to make the most of my pension / savings.

How has George helped you?

George has been a great ‘sounding-board’ and has listened extremely well to my wants and needs. His level of expertise and common sense are very re-assuring.

Have you seen the outcome you were hoping for?

George’s help has way exceeded the outcome I was looking for.

Review for Freddie Fitton

June 2026

What could they have done better?

N/A

What were the circumstances that caused you to initially look for a financial adviser?

To seek advice on investments.

How has Freddie helped you?

Helped with long and short term investment planning, IHT and options within my portfolio.

Have you seen the outcome you were hoping for?

Yes, over the longer term.