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Top Rated Firm 2026

6817 reviews | 55 verified advisers

Selection of recent reviews. Read all reviews

Review for Freddie Fitton

August 2026

How has Freddie helped you since your last review?

Proposed a drawdown of private pension to optimise taxable income. Changed investment portfolio to optimise returns but maintain ethical investment.

Review for Rowan Hedley

August 2026

What could they have done better?

Nothing

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

Required pension advice

How has Rowan helped you?

given the advice needed

Have you seen the outcome you were hoping for?

Yes

Review for Sam Curtis

August 2026

What could they have done better?

No

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

My husband passed away and I needed financial advise

How has Sam helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

Review for Christie Tillett

August 2026

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

I had money to invest which I didnt need easy access to and needed to boost my income.

How has Christie helped you?

Christie visits me at home once a year and explains how my investments are performing. She clearly and concisely uses graphs to explain my future planning and to help me see how I spend and save. Christie alleviates my concerns as I am a nervous investor, she gives me confidence in my future and helps me to see things clearly in an area where I am not confident

Have you seen the outcome you were hoping for?

Yes, my investments have grown and I know exactly where I am with my day to day spending.

Review for Abigail Banks

August 2026

What could they have done better?

Difficult to say. As we are poor with our finances, sometimes we need a firm hand to tell us what to and what not to do

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

When I sold my business

How has Abigail helped you?

Being time poor and rubbish with my own money, Abby has been a shining light and total saviour in help us create a plan and build confidence in our finances

Have you seen the outcome you were hoping for?

There is still a long road ahead, but so far so good.