Top Rated Firm 2026
6172 reviews | 52 verified advisers
Review for Jason Wood
What could they have done better?
Nothing!
What were the circumstances that caused you to initially look for a financial adviser?
I became a widow at aged 55 and needed help with my finances, a role my husband would have done.
How has Jason helped you?
Jason has been amazingly. I can honestly say it was one of the best decisions I made after my husband died. Jason took the pressure off me coping with the financial side of my life and gave me the reassurance I would be ok, I could go on holiday AND have a new car!
Have you seen the outcome you were hoping for?
YES. Every time I see Jason for a review I think I am so pleased I am using a financial planner. When I send an email asking for guidance or to check something out, Jason responds quickly and with an explanation at a level I can understand. He is also patient, I make quite a few mistakes, he asks for clarification rather than point out the mistake!
Review for Mark Chicken
What could they have done better?
Nothing comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
I have been with TPO for many years having initially been investing in shares with Chase de Vere.
How has Mark helped you?
Mark has given me valuable information about my investments. He has given me sound advice on how to give more of my income to my granchildren subject to conditions of HMRC.
Have you seen the outcome you were hoping for?
Yes,
Review for Donna Buffham
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Donna was my late mother's advisor so I got to know her while managing my mother's finances and decided to become a client myself.
How has Donna helped you?
Donna has helped me with general investments and is now helping with pensions/retirement planning as I negotiate a difficult divorce.
Have you seen the outcome you were hoping for?
So far yes, but as we are in the middle of a transition things will be changing a lot in the near future.
Review for Donna Buffham
What could they have done better?
Nothing really.
What were the circumstances that caused you to initially look for a financial adviser?
Pension and mortgage advice, initially when I started working in a freelance capacity and needed some financial security.
How has Donna helped you?
Donna has helped me over many years at different stages in my career and in retirement, through good times and bad, giving solid financial advice and support.
Have you seen the outcome you were hoping for?
Yes
Review for Dean McSloy
What could they have done better?
Nothing that I'm aware of
What were the circumstances that caused you to initially look for a financial adviser?
With this being such a specialist area, it is essential to get qualified, knowledgeable and experience
How has Dean helped you?
Understanding fully our situation, our "Pot" and the best ways to manage it
Have you seen the outcome you were hoping for?
Yes
