Top Rated Firm 2026
6678 reviews | 53 verified advisers
Review for David Gruenstein
What could they have done better?
N/A - fully satisfied.
What were the circumstances that caused you to initially look for a financial adviser?
Pensions advice when close to retirement age.
How has David helped you?
With pension and retirement advice, pension consolidation and general financial management.
Have you seen the outcome you were hoping for?
Yes
Review for Donna Buffham
What could they have done better?
Nothing outstanding
What were the circumstances that caused you to initially look for a financial adviser?
Prevailing personal financial ignorance
How has Donna helped you?
Very considerably
Have you seen the outcome you were hoping for?
Thus far
Review for Matthew Cole
What could they have done better?
No one does it better than Matthew Cole.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement and investment planning.
How has Matthew helped you?
Matthew Cole gave me an excellent assessment of my financial situation and advice on continuing retirement planning. He presented a thorough analysis of my portfolio and the financial market and followed up with a comprehensive and easily digestible report of what we discussed.
Have you seen the outcome you were hoping for?
Yes
Review for George Hicks
What could they have done better?
No complaints
What were the circumstances that caused you to initially look for a financial adviser?
Consolidation of pensions on retirement.
How has George helped you?
George has been a trusted advisor to my wife and I on financial advice.
Have you seen the outcome you were hoping for?
Exceeded expectations.
Review for Emily Brear
What were the circumstances that caused you to initially look for a financial adviser?
Multiple pensions that we wanted to get more control over, and wanted a financial plan for retirement.
How has Emily helped you?
She has taken control of our pensions and gone through where we are at now, and where we potentially will be at certain stages in our lives.
Have you seen the outcome you were hoping for?
Yes
