Top Rated Firm 2026
6857 reviews | 54 verified advisers
Review for Sarah Beall
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I decided I wanted to change adviser.
How has Sarah helped you?
Sarah carried out a review of my finances and made recommendations on my savings and investments.
Have you seen the outcome you were hoping for?
Yes I've very happy with the arrangements we've made. The markets have been performing well and I've received good returns so far. I know this may change in the future but I'm confident that Sarah will help me weather future dips when they come.
Review for Daniel Lea
What could they have done better?
Nothing he is doing a fabulous job.
What were the circumstances that caused you to initially look for a financial adviser?
To get the best possible gains from our investments, and feel confident that it was in safe hands.
How has Daniel helped you?
Daniel has provided me with clear information, accurate details of how my investment would work for me and everything he advised has proved to me we made the correct discussion in choosing Daniel.
Have you seen the outcome you were hoping for?
Yes I couldn’t have hoped for any better I feel safe in the knowledge that investment is working and giving me the rewards I was wishing for.
Review for Ellie Jarvis
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Planning for retirement & acting as a trustee for a discretionary will trust.
How has Ellie helped you?
Clear, evidenced and reassuring advice and financial management support, in planning for and managing our retirement funds.
Have you seen the outcome you were hoping for?
It’s an ongoing working relationship.
Review for Dean McSloy
What could they have done better?
Not much I can think off, very satisfied with Dean, he’s a personable guy, and as the person who recommended me to him said, he’s very trustworthy and knows his business.
What were the circumstances that caused you to initially look for a financial adviser?
I needed financial planning to assess whether I could take early retirement. Dean came highly recommended to me.
How has Dean helped you?
Through the TPO software tools, Dean built my financial model so I could have peace of mind I could support early retirement. Thereafter Dean is always available for advice and market updates and investment choices.
Have you seen the outcome you were hoping for?
Yes, investment performance has been above expectations.
Review for Ellie Jarvis
What could they have done better?
Not a lot ! Being a bit of a technophobe , I might appreciate a seminar on an idiots guide to all aspects of the personal online information dashboard as I suspect I'm only using it to 10% of its capacity !
What were the circumstances that caused you to initially look for a financial adviser?
We discovered that our previous IFA had decided to sell his practice. We were not consulted and did not like his choice of potential successor. Friends recommended TPO to us as an alternative
How has Ellie helped you?
We had enjoyed a personal relationship with our existing IFA but Ellie went above and beyond to make us feel welcome at TPO making the decision to move extremely easy
Have you seen the outcome you were hoping for?
Absolutely. We have a clear, understandable objective and a plan , reviewed at least annually , to meet the objective
