Top Rated Firm 2026
6912 reviews | 56 verified advisers
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.
Review for Grace Whalley
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning
How has Grace helped you?
She helps with advice on how the market is doing and any changes needed with our goals in mind
Have you seen the outcome you were hoping for?
Yes
Review for Sam Curtis
What could they have done better?
I can't think of anything!
What were the circumstances that caused you to initially look for a financial adviser?
Initially I wanted advice on my pensions and financial planning.
How has Sam helped you?
Sam has helped with my pensions and planning to enable me to leave a career job.
Have you seen the outcome you were hoping for?
Yes
Review for Clare McCarthy
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Clare helped you?
Mapping our pension plan
Have you seen the outcome you were hoping for?
Expectations exceeded
