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Top Rated Firm 2026

6819 reviews | 54 verified advisers

Selection of recent reviews. Read all reviews

Review for Paul Sanders

September 2026

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

I had a monetary windfall and needed to ensure that this would grow in addition to receiving an income from it.

How has Paul helped you?

Paul has proven that he can not only keep my investment safe but also provide good growth. He has also been instrumental in helping me to fulfil my desire to help my family financially.

Have you seen the outcome you were hoping for?

Yes, my investment has grown healthily, despite my taking a regular income from it.

Review for Alexander Law

September 2026

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

I was not happy with my existing adviser

How has Alexander helped you?

I think my pension pot is well invested

Have you seen the outcome you were hoping for?

Too soon to say

Review for Dean McSloy

September 2026

What were the circumstances that caused you to initially look for a financial adviser?

Retirement

How has Dean helped you?

Management of investments, financial planning, annual reviews

Have you seen the outcome you were hoping for?

Yes

Review for Chris Merry

September 2026

What were the circumstances that caused you to initially look for a financial adviser?

I was about to retire and was seeking advice on my existing workplace pension plans to provide financial security for my future

How has Chris helped you?

Chris has in the last year taken over from one of his colleagues who is retiring

Have you seen the outcome you were hoping for?

The most recent results are encouraging and we continue to review options

Review for Alex Shields

September 2026

What could they have done better?

We cannot think of anything that Alex could have done better

What were the circumstances that caused you to initially look for a financial adviser?

We initially looked for a financial advisor nearly 3 years ago, to help with planning for retirement

How has Alex helped you?

Alex has consistently provided clear and helpful advice. His initial analysis and advice gave us the confidence to proceed with our retirement plans. This has subsequently been reinforced through our subsequent regular interactions, and the strong performance of the investments and savings that Alex recommended.

Have you seen the outcome you were hoping for?

So far, all outcomes that we were hoping for have been achieved.