Top Rated Firm 2026
6133 reviews | 51 verified advisers
Review for George Hicks
What could they have done better?
Nothing so farv
What were the circumstances that caused you to initially look for a financial adviser?
Need for advice on investing planning
How has George helped you?
Excellent and effective advice Sympathetic manner
Have you seen the outcome you were hoping for?
Very much so
Review for Paul Sanders
What could they have done better?
Nothing I can think of.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning
How has Paul helped you?
He’s made sense of the myriad of rules and regulations and been very reassuring and helpful whenever we have had questions or needed assistance, particularly in view of some of the world volatility since we retired.
Have you seen the outcome you were hoping for?
Yes we have been very happy with performance and service.
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 and transferring my pension out.
How has Daniel helped you?
He made it all so easy for me
Have you seen the outcome you were hoping for?
Yes
Review for Steffan Alemanno
What could they have done better?
No
What were the circumstances that caused you to initially look for a financial adviser?
Approaching age at which I was looking to retire
How has Steffan helped you?
Great advice making use of his extensive knowledge in this field
Have you seen the outcome you were hoping for?
Yes, so far
Review for Alex Hatfield
What were the circumstances that caused you to initially look for a financial adviser?
On approaching retirement I was looking for a complete financial review of my pensions and finances, and for confirmation that I could provide a comfortable life style in retirement. I also wanted to work with an independent advisor.
How has Alex helped you?
He has thoroughly understood my requirements, appetite for risk, concerns for IHT planning, providing sound advice and demonstrated that this life style could be achieved with cash flow modelling. We then developed and executed a more detailed plan for my pensions and investments.
Have you seen the outcome you were hoping for?
Very much so.
