Top Rated Firm 2026
5823 reviews | 52 verified advisers
Review for Jason Wood
What could they have done better?
nothing
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning
How has Jason helped you?
Clear conversation based on plan first financial action to achieve plan.
Have you seen the outcome you were hoping for?
yes
Review for Daniel Blandford
What could they have done better?
It's hard to criticise, as the advice and plan provided, were exactly what I was looking for.
What were the circumstances that caused you to initially look for a financial adviser?
I reached retirement and required expert advice as to how I should structure my pensions and savings to ensure a comfortable income for my family during retirement.
How has Daniel helped you?
Daniel provided great expertise and advice, which enabled me to feel confident that I have the funds and a detailed plan to ensure a comfortable financial retirement. Daniel is very personable, as well as analytical. I feel in very safe hands.
Have you seen the outcome you were hoping for?
Yes, the plan provided is just what I was looking for.
Review for Dean McSloy
What could they have done better?
I don’t think he could have. As I’m retiring at least 10years earlier than my friends.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to transfer my pension
How has Dean helped you?
Seen transferred my pension and now I have the ability to retire earlier than expected thanks to Dean.
Have you seen the outcome you were hoping for?
I have indeed and now have to ability to retire early.
Review for Steffan Alemanno
What could they have done better?
The level of service is suitable to my needs, thank you.
What were the circumstances that caused you to initially look for a financial adviser?
I needed to consolidate my finances with a view to retirement.
How has Steffan helped you?
Steffan talked me through the process of consolidating my savings, investments and pension to give me the best options going forward. He gave me advice regarding financial securities so I was able to make informed decisions. He was able to clarify anything I was uncertain about and support me practically with paperwork and understanding my options. Through our 6 monthly meetings, he keeps up to date with my wants/needs and spending in order to ensure that I can maintain financial security. He has also put me in touch with other professionals related to future and financial planning.
Have you seen the outcome you were hoping for?
Yes thank you. I am able to keep track of my finances via the TPO investment platform.
Review for Sarah Nesbitt
What could they have done better?
Sarah works for PTO, and the back office could be swifter
What were the circumstances that caused you to initially look for a financial adviser?
Guidance for financial planning
How has Sarah helped you?
Clear and helpful advice
Have you seen the outcome you were hoping for?
yes
