Top Rated Firm 2026
6817 reviews | 55 verified advisers
Proposed a drawdown of private pension to optimise taxable income. Changed investment portfolio to optimise returns but maintain ethical investment.
Nothing
Required pension advice
given the advice needed
Yes
No
My husband passed away and I needed financial advise
Yes
Yes
I had money to invest which I didnt need easy access to and needed to boost my income.
Christie visits me at home once a year and explains how my investments are performing. She clearly and concisely uses graphs to explain my future planning and to help me see how I spend and save. Christie alleviates my concerns as I am a nervous investor, she gives me confidence in my future and helps me to see things clearly in an area where I am not confident
Yes, my investments have grown and I know exactly where I am with my day to day spending.
Difficult to say. As we are poor with our finances, sometimes we need a firm hand to tell us what to and what not to do
When I sold my business
Being time poor and rubbish with my own money, Abby has been a shining light and total saviour in help us create a plan and build confidence in our finances
There is still a long road ahead, but so far so good.