Top Rated Firm 2026
6842 reviews | 54 verified advisers
Review for Daniel Lea
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 Daniel helped you?
A great deal. In many aspects of my pension requirements
Have you seen the outcome you were hoping for?
Yes
Review for Paul Sanders
What could they have done better?
-
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning, consolidation of existing savings & pensions
How has Paul helped you?
Clarifying our finances and advising accordingly for retirement income
Have you seen the outcome you were hoping for?
Yes
Review for George Hicks
What were the circumstances that caused you to initially look for a financial adviser?
Long term family relationship
How has George helped you?
George is incredibly responsive, helpful and knowledgable. All interactions have been worthwhile and his help and guidance is hugely appreciated
Have you seen the outcome you were hoping for?
Yes
Review for Chris Merry
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning following redundancy
How has Chris helped you?
Chris has provided a smooth transfer from my previous advisor who is retiring and continued to provide up to date advise in what has been a quickly changing environment.
Have you seen the outcome you were hoping for?
So far so good
Review for Dean McSloy
What could they have done better?
Nothing - Dean has simply been brilliant.
What were the circumstances that caused you to initially look for a financial adviser?
Transfer my DBS pension into a SIPP
How has Dean helped you?
Dean has been fantastic since the first time I met him. Advice and recommendations have been superb. Without Dean I would not have been able to retire early. Deans support and knowledge is brilliant.
Have you seen the outcome you were hoping for?
Definitely- I retired last year and the investment return has been really good as well
