5742 reviews | 52 verified advisers
Review for Donna Buffham
What were the circumstances that caused you to initially look for a financial adviser?
Investments that need overseeing
How has Donna helped you?
With investment advice
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?
TPO have represented us us 20 plus years offering long term Retirement Financial Planning.
How has George helped you?
George is always available for queries, Approachable and professional furthermore he presents everything well so that we can understand,
Have you seen the outcome you were hoping for?
The plan at present is working for us thanks to George and his team at TPO So yes we are comfortable and confident.
Review for Dean McSloy
What could they have done better?
Nothing, everything was top class.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement with two different pension plans, one a defined benefit scheme, and one a defined contribution scheme.
How has Dean helped you?
In simple terms, through his sound financial planning and pension advice, Dean has helped me to realise that I can be comfortable and confident in my decision to retire. He has been instrumental in me transferring my DC pension pot into a managed SIPP and organising for me to take a regular drawdown income from it which supplements my income from another pension and other sources.
Have you seen the outcome you were hoping for?
Yes definitely, and it’s probably better than I was expecting.
Review for David Gruenstein
What were the circumstances that caused you to initially look for a financial adviser?
I have been David's/ TPO's client for several years now having initially approached David for retirement planning advice.
How has David helped you?
David helped me to clarify my financial situation, and he did so in a calm, structured way.
Have you seen the outcome you were hoping for?
Yes, I believe so.
Review for Alex Kyprianou
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Lack of financial knowledge a need for expert objective advice to maximise income and grow capital to provide a comfortable future
How has Alex helped you?
He has immersed himself into all aspects of my financial situation and provided valuable advice in terms of investment strategy for myself and my wife taking the stress and worry out of this aspect of our lives
Have you seen the outcome you were hoping for?
Yes, a considerable increase in wealth through a sound investment and savings strategy
