Top Rated Firm 2026
6842 reviews | 55 verified advisers
Review for Alex Shields
What could they have done better?
Offering lump sum investment advice or products would be helpful.
What were the circumstances that caused you to initially look for a financial adviser?
Recommendation from a colleague.
How has Alex helped you?
Managed investments and a move abroad.
Have you seen the outcome you were hoping for?
Yes.
Review for Abby Ivison
What could they have done better?
nothing, Abby and the team have always been available to answer any questions or concerns that I have raised
What were the circumstances that caused you to initially look for a financial adviser?
consolidation of pensions and advice on the best way forward
How has Abby helped you?
Accurate concise and sensible advice in understandable English not full of jargon
Have you seen the outcome you were hoping for?
Not yet but planning and maintenance is in place
Review for Christie Tillett
What could they have done better?
Nothing as far as i could see
What were the circumstances that caused you to initially look for a financial adviser?
We were advised by Prudential insurance
How has Christie helped you?
Christie has advised us where to invest our money and where to get the best benefits from ISA's
Have you seen the outcome you were hoping for?
yes the investments have proved profitable and we have gained good interest on the ISA's
Review for Grace Whalley
What could they have done better?
Nothing, we’ve been really happy with Grace and she’s very responsive to any questions or concerns we have
What were the circumstances that caused you to initially look for a financial adviser?
We had a number of pension plans and we confused with all on line information about how best manage our finances.
How has Grace helped you?
Simplifies information so that we fully understand our options and how our finances process
Have you seen the outcome you were hoping for?
Yes we think so
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?
Somewhere to have long term investments and long term planning for those investments having stopped earning.
How has Ellie helped you?
Ellie joined our advisory team after we had joined TPO and has helped ensure that we are invested in the right portfolios and that our ISAs and pensions are well managed.
Have you seen the outcome you were hoping for?
Absolutely
