Top Rated Firm 2026
6919 reviews | 56 verified advisers
Review for Ellie Jarvis
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to transfer my existing pension pots to an advisor who would help me plan for my retirement and explain options available to me, including cashflow planning.
How has Ellie helped you?
Ellie has been brilliant at advising me, organising transfers of pension pots, setting out very clearly the options, taking into account my specific cashflow needs and showing me my potential retirement income.
Have you seen the outcome you were hoping for?
Yes, I have been very happy with the advice given and with the returns achieved.
Review for Chris Merry
What could they have done better?
nothing at all - he has been completely fantiastic from start to end. Not only very professional but also a very good communicator ... and a very nice person.
What were the circumstances that caused you to initially look for a financial adviser?
planning for retirement
How has Chris helped you?
very clear in his explanation of things. Very calm and balanced in how he communicates. makes things easy to understand. Accomodates all our questions and helps us think it all through. Great advice on how to manage the pensions and what to do with them... we had several that needed consolidating.
Have you seen the outcome you were hoping for?
Yes - exactly what we wanted. Much easier to manage now and we can see what the paln is moving forwards - which takes a lot of anxiety away.
Review for Christie Tillett
What could they have done better?
Nothing to suggest.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement and the availability of funds to invest
How has Christie helped you?
By giving clear advice and by always being friendly/approachable when providing that advice
Have you seen the outcome you were hoping for?
Yes, the investments suggested have performed well.
Review for Emily Brear
What could they have done better?
Nothing really. I enjoy our yearly meeting .
What were the circumstances that caused you to initially look for a financial adviser?
A large sum released by a house sale which I wish to maintain in case of future need e.g. long term care
How has Emily helped you?
She has advised the investment of funds according to the criteria I wanted and moved those funds to get the best results. She has also advised on my other savings and spending with suggestions about how to spend it.
Have you seen the outcome you were hoping for?
Yes
Review for Jay Rose
What could they have done better?
Very little.
What were the circumstances that caused you to initially look for a financial adviser?
Receipt of funds from employer on retirement
How has Jay helped you?
TPO have guided our initial investment and subsequent contributions into our Pension fund with a carefully selected attitude towards risk and reward.
Have you seen the outcome you were hoping for?
Since 2024, we have seen returns in excess of that anticipated and significantly above the returns promoted by other Financial Advisers we approached.
