Top Rated Firm 2026
6880 reviews | 55 verified advisers
Review for Julian Frere
What could they have done better?
Nothing, we have listened to the advice given and acted where appropriate,
What were the circumstances that caused you to initially look for a financial adviser?
Mainly down to my timings around our circumstances,
How has Julian helped you?
Julian has guided us through, given great advice and clearly explained the ups and downs of investing, his pension advice has also been well considered,
Have you seen the outcome you were hoping for?
It's an ongoing process,
Review for Rohan Sandhu
What could they have done better?
Honestly, we're in a good state and don't think there could be any improvement.
What were the circumstances that caused you to initially look for a financial adviser?
To consolidate my several :portable' Pensions from previous employments, and to draw up a retirement plan, with built in milestone drawdown options.
How has Rohan helped you?
Rohan brings a wealth of experience and demonstrates a strong desire to keep this updated. He is scrupulous in understanding our needs for myself, my wife and my family. He is very professional, keen to get the best solution for my/our needs and willing to go to lengths to make this happen. Our recent 'face-to-face' was to complete the documentation for our current milestone drawdown on the successful completion of my youngest's first home purchase. He had prepared this in advance of our meeting, talked us through the essentials, and offered the option to take home and review. As we have come to know and appreciate Rohan's efforts I was happy to quickly run through and sign during our meeting. We are arranging another 'electronic' meeting before the year end to review the year, and I and my wife are very pleased with this.
Have you seen the outcome you were hoping for?
Yes! Value of my investments is increasing despite the year's global turmoil, and the drawdown is in progress, being taken from a cash allocation for easier management, arranged during the early days of our planning. Great insight from Rohan!
Review for Freddie Fitton
How has Freddie helped you since your last review?
Comprehensive Annual Review and general advice during the year
Review for Alex Shields
What could they have done better?
Nothing!
What were the circumstances that caused you to initially look for a financial adviser?
Early retirement
How has Alex helped you?
He initially advised me on what option to select when taking early retirement - since then he has consistently given me good advice on selecting good investments and tax-efficient ways of managing them.
Have you seen the outcome you were hoping for?
Yes, definitely.
Review for Dean McSloy
What could they have done better?
Nothing, he is always very professional and quick to deal with our needs.
What were the circumstances that caused you to initially look for a financial adviser?
Looking for advice on our finances going into retirement.
How has Dean helped you?
Explained what we needed and gave clear and precise information and what we could do.
Have you seen the outcome you were hoping for?
Absolutely, everything we wanted and more.
