Top Rated Firm 2026
6602 reviews | 53 verified advisers
.
I wanted to manage my future
Good advice and helpful explanations
Yes
I'm totally satisfied
My Exsisting pension was coming to a close at my age 60 and I wasn't ready to retire.
Financial planning for the future and being able to (as much as you can) see shortfalls and events which effect my financial situation.
Yes
I needed structure, guidance, and professional advice
Helping me plan for the long term and keeping me grounded on how I can best achieve my financial goals
We are only two years in and I hope we will be partnering for much longer to see the outcomes
Nothing comes to mind (though I am slightly dismayed by his support for Yorkshire cricket!!)
I wanted to make the most of my pension / savings.
George has been a great ‘sounding-board’ and has listened extremely well to my wants and needs. His level of expertise and common sense are very re-assuring.
George’s help has way exceeded the outcome I was looking for.
N/A
To seek advice on investments.
Helped with long and short term investment planning, IHT and options within my portfolio.
Yes, over the longer term.