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Top Rated Firm 2026

6831 reviews | 54 verified advisers

Selection of recent reviews. Read all reviews

Review for Paul Sanders

September 2026

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

September 2026

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

September 2026

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

September 2026

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

Review for Rohan Sandhu

September 2026

What could they have done better?

Very little could have been done better.

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

Rogan successfully took over from my previous advisor.

How has Rohan helped you?

Rohan listened to my financial requirements and gave me valuable advice on diversifying my portfolio.

Have you seen the outcome you were hoping for?

My portfolio of funds is doing well on a very difficult financial period.