Top Rated Firm 2026
6868 reviews | 56 verified advisers
Review for Julian Frere
What could they have done better?
The data quality of how to look at and the classification of investments is sometimes off track.
What were the circumstances that caused you to initially look for a financial adviser?
Managing my pension pot.
How has Julian helped you?
Good advice and a regular coaching review of the strategy and actions. He is a great sounding board and is open and honest about his thoughts and ideas.
Have you seen the outcome you were hoping for?
Yes, fund is performing well. I feel confident in my strategy and financial position.
Review for Dan Alder
What could they have done better?
Put his out of office on when he goes away!!!
What were the circumstances that caused you to initially look for a financial adviser?
I was not satisfied with the advice I was receiving from my previous broker
How has Dan helped you?
Dan takes a considered approach after listening to short and long term goals and what the important goals are
Have you seen the outcome you were hoping for?
So far yes! Dan is responsive and guides me when I can’t decide the best course of action
Review for Tony Padgett
What could they have done better?
Can’t think of anything - all good for us!
What were the circumstances that caused you to initially look for a financial adviser?
Capital received from house sale/death of parent needed investing
How has Tony helped you?
He and his colleagues have given us a good return on our investment. He has ‘educated’ us as to the best ways to invest and to view our investments for our own needs and (hopefully not for some time) those of our family.
Have you seen the outcome you were hoping for?
Certainly
Review for Abigail Banks
What could they have done better?
Nothing comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
Coming up to pension age we felt we needed professional advise to plan our financial future.
How has Abigail helped you?
Everything to do with the pension, how it’s managed and the excellent advice that Apigail has provided over the last five to six years. Without Abbys help we believe we would be in a very different place.especially if we had managed it ourselves.
Have you seen the outcome you were hoping for?
Absolutely and more.
Review for Dan Alder
What could they have done better?
Nothing comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
We needed professional guidance to ensure our finances would provide support to our family when needed and a comfortable retirement.
How has Dan helped you?
Dan has guided us through some turbulent times. His advice has always been tailored appropriately to our short terms needs and long term goals.
Have you seen the outcome you were hoping for?
Our risk threshold is low, so we’ve generally been pleased with how Dan’s recommended funds have performed. With Dan’s advice and guidance we are in a strong position to achieve our goals.
