Top Rated Firm 2026
6934 reviews | 54 verified advisers
Review for David Gruenstein
What could they have done better?
Nothing comes to mind
What were the circumstances that caused you to initially look for a financial adviser?
He has been advising me for years
How has David helped you?
Great understanding of my requirements
Have you seen the outcome you were hoping for?
Yes
Review for Jay Rose
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Joined up 20 years ago , needed money advice.
How has Jay helped you?
Concentrated our thinking .
Have you seen the outcome you were hoping for?
More or less.
Review for Francine Kelly
What could they have done better?
Not sure really happy with everything
What were the circumstances that caused you to initially look for a financial adviser?
Redundancy investment snd retirement
How has Francine helped you?
Francine is very approachable and friendly and explains complicated pension arrangements in an easy to understand manner
Have you seen the outcome you were hoping for?
Yes from the Private Office
Review for Sarah Beall
What could they have done better?
Don't think anything could of been done better
What were the circumstances that caused you to initially look for a financial adviser?
Need to transfer an old 'rigid' pension pot to a more easily accessable one
How has Sarah helped you?
She advised me on the options available and talked me through the process involved in transfering a pension pot to another provider
Have you seen the outcome you were hoping for?
Most definitely
Review for Emily Brear
What were the circumstances that caused you to initially look for a financial adviser?
Our previous adviser was not helping actively and our plans were drifting
How has Emily helped you?
Developed a realistic plan & shown how were doing Provided clear advice and guidance Followed through on actions and service.
Have you seen the outcome you were hoping for?
So far so good
