Top Rated Firm 2026
6872 reviews | 54 verified advisers
Review for Curtis Parker
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Curtis helped you?
Good advice
Have you seen the outcome you were hoping for?
Yes
Review for Mat Clark
What could they have done better?
N/a
What were the circumstances that caused you to initially look for a financial adviser?
Financial planning
How has Mat helped you?
Listening, knowledge, giving advice.
Have you seen the outcome you were hoping for?
Yes
Review for Tony Padgett
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
To get professional advice on whether to combine a number of workplace pensions
How has Tony helped you?
By understanding my circumstances and financial wishes and providing me with highly professional pension advice
Have you seen the outcome you were hoping for?
Yes
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.
