Top Rated Firm 2026
6275 reviews | 52 verified advisers
Review for Alex Shields
What could they have done better?
satisfied with the service offered
What were the circumstances that caused you to initially look for a financial adviser?
developing a long term plan towards retirement , whilst ensuring the investments were being monitored and reviewed as necessary
How has Alex helped you?
offering advice and knowledge , mainly pensions and investments
Have you seen the outcome you were hoping for?
broadly yes
Review for Sarah Beall
What could they have done better?
Nothing comes to mind
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Sarah helped you?
Financial planning
Have you seen the outcome you were hoping for?
Yes
Review for Dean McSloy
What could they have done better?
Nothing as far as we are aware.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning and inheritance to potentially invest.
How has Dean helped you?
Yes he was extremely knowledgeable and we were confident that all the advice he provided was excellent.
Have you seen the outcome you were hoping for?
Yes we now receive a monthly income from our investment.
Review for Dean McSloy
What could they have done better?
I don't there is anything.
What were the circumstances that caused you to initially look for a financial adviser?
I was retiring & had work & private pensions. Dean was recomended to me by a friend who he advised.
How has Dean helped you?
On his first visit he advised all the options of pensions with any pluses or minuses of my decesion.
Have you seen the outcome you were hoping for?
Yes
Review for Julian Frere
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I initially sought an adviser after relocating to the UK, as my investments were not being accounted for correctly under the new tax system. This led to complications, and I needed professional guidance to resolve these issues. In addition, I was looking for broader support with financial planning to ensure my finances were structured efficiently and aligned with my long-term goals.
How has Julian helped you?
Julian has been incredibly supportive throughout the process. He took the time to walk me through all possible financial scenarios in a clear and structured way, helping me understand my options and make informed decisions. He also connected me with other professionals where needed, ensuring I had the right support in place. Throughout, he has been patient and understanding, especially when my knowledge was limited, which made the whole experience much more reassuring.
Have you seen the outcome you were hoping for?
I approached Julian with several situations that required support and resolution. Most of these have now been fully addressed, and I am very happy with the outcomes achieved. A few matters are still in progress due to their more complex and lengthy nature, but I feel confident they are being handled effectively.
