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Top Rated Firm 2025

4626 reviews | 50 verified advisers

Selection of recent reviews. Read all reviews

Review for Dean McSloy

May 2025

What could they have done better?

Nothing identified

What were the circumstances that caused you to initially look for a financial adviser?

Planning for retirement and maximising return on investments

How has Dean helped you?

Provided a retirement plan and advice on how best to manage my investment portfolio

Have you seen the outcome you were hoping for?

Yes and now retired with planned income

Review for Alex Shields

May 2025

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

Alex has looked after my financial planning for many years. He’s immensely reassuring, practical and very experienced.

How has Alex helped you?

Absolutely everything to do with my pensions, associated tax planning and long term financial planning

Have you seen the outcome you were hoping for?

Yes- more than.

Review for Freddie Fitton

May 2025

What could they have done better?

Nothing I can think of

What were the circumstances that caused you to initially look for a financial adviser?

Retirement

How has Freddie helped you?

Analysis of my pension income and investments vs planned expenditure

Have you seen the outcome you were hoping for?

So far …

Review for Susan Tait

May 2025

What could they have done better?

Not qualified to say

What were the circumstances that caused you to initially look for a financial adviser?

Son injured in RTA. Had funds to invest on his behalf for continuous care

How has Susan helped you?

Advised how best to invest funds with limited risk

Have you seen the outcome you were hoping for?

Yes very satisfied. Capital has grown significantly since start

Review for Chris Merry

May 2025

What were the circumstances that caused you to initially look for a financial adviser?

We had a different advisor in another company, but considered that advice expensive and opaque, and my trust the investment company was not high enough.

How has Chris helped you?

Chris gave clarity in terms of costs, and also in how the investments, cash flow, and pension drawdown process would work.

Have you seen the outcome you were hoping for?

We are very happy with everything so far.