Top Rated Firm 2026
6875 reviews | 55 verified advisers
Review for Alex Shields
What could they have done better?
Nothing!
What were the circumstances that caused you to initially look for a financial adviser?
Early retirement
How has Alex helped you?
He initially advised me on what option to select when taking early retirement - since then he has consistently given me good advice on selecting good investments and tax-efficient ways of managing them.
Have you seen the outcome you were hoping for?
Yes, definitely.
Review for Dean McSloy
What could they have done better?
Nothing, he is always very professional and quick to deal with our needs.
What were the circumstances that caused you to initially look for a financial adviser?
Looking for advice on our finances going into retirement.
How has Dean helped you?
Explained what we needed and gave clear and precise information and what we could do.
Have you seen the outcome you were hoping for?
Absolutely, everything we wanted and more.
Review for Dean McSloy
What could they have done better?
Some back office support seems slow at times
What were the circumstances that caused you to initially look for a financial adviser?
Approaching retirement
How has Dean helped you?
Patient , considered guidance , all options explained well
Have you seen the outcome you were hoping for?
Yes
Review for George Hicks
What could they have done better?
No
What were the circumstances that caused you to initially look for a financial adviser?
Pension advice
How has George helped you?
Reassurance through modeling
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?
We have been working with Christie and TPO for over 25 years.
How has Christie helped you?
Christie has helped bring clarity to the affordability of our retirement.
Have you seen the outcome you were hoping for?
Yes
