Top Rated Firm 2025
4841 reviews | 50 verified advisers
Review for George Hicks
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Putting multiple pensions in one place.
How has George helped you?
George helped with all my pension needs and has always gave good advice.
Have you seen the outcome you were hoping for?
Pension a little bit slow this year but that was nothing to do with George.
Review for George Hicks
What were the circumstances that caused you to initially look for a financial adviser?
Inheritance
How has George helped you?
Advised on options for financial investment and inheritance planning
Have you seen the outcome you were hoping for?
Yes
Review for Christie Tillett
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement.
How has Christie helped you?
Christie pulled all our pensions together which is what we were looking for.
Have you seen the outcome you were hoping for?
Yes
Review for David Gruenstein
What could they have done better?
Nothing. They have taken time to understand my financial situation and objectives; identify efficiencies and other planning recommendations.
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to retire early and wanted reassurance about my situation and guidance on how best to achieve my retirement objective.
How has David helped you?
Assistance with transferring Defined Contribution pensions from different employers into a single "pot"; guidance on how best to draw on my pensions; cashflow planning; and broader guidance on managing my pension and non-pension assets.
Have you seen the outcome you were hoping for?
Yes.
Review for Alex Hatfield
What could they have done better?
Nothing, as far as I am aware.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted financial advice from an expert source to ensure that our assets, savings & investments were keeping pace with inflation at least and not exposed to undue risk.
How has Alex helped you?
Alex has helped us over many years with great investment advice, sound financial planning and excellent money management expertise.
Have you seen the outcome you were hoping for?
Yes, especially over recent years when the global economic and political situation has been very unpredictable and volatile. We are very pleased.
