Top Rated Firm 2026
6476 reviews | 53 verified advisers
Review for Clare McCarthy
What could they have done better?
2025's pension performance was well below the FTSE 100's but mitigated by the pension pot excluding certain sectors into which I preferred not to invest, e.g. armaments, preferring an element of sustainability instead.
What were the circumstances that caused you to initially look for a financial adviser?
Having reached retirement and needing to secure the best home for investing my pension pot for the long term future.
How has Clare helped you?
Provided guidance in investing my pension pot into various risk categories based primarily upon my personal preferences.
Have you seen the outcome you were hoping for?
Solid growth has been achieved.
Review for Christie Tillett
What could they have done better?
Not sure.
What were the circumstances that caused you to initially look for a financial adviser?
Transfer of a private pension
How has Christie helped you?
Advised on investments, risk and tax efficient methods of using the savings.
Have you seen the outcome you were hoping for?
Yes, investments are performing well and retirement planning is looking good.
Review for George Hicks
What could they have done better?
There have been hitches in the process operated by TPO's Platform which handles the physical funds. These should not be happening and should have been resolved more quickly
What were the circumstances that caused you to initially look for a financial adviser?
I had unusually high earnings at particular phases of my working career which prompted me to seek investment advice
How has George helped you?
He has made me aware off investment options which matched my risk profile and facilitated the process of investing my money
Have you seen the outcome you were hoping for?
Generally speaking yes
Review for Steffan Alemanno
What could they have done better?
Nothing, the relationship is woking well
What were the circumstances that caused you to initially look for a financial adviser?
To examine all my pensions and investments as a whole for future advice on my financial security
How has Steffan helped you?
To being all my finances together, evaluate against my expenditure and restructure my pensions in SIPPS
Have you seen the outcome you were hoping for?
Yes, Good growth on my investments
Review for Paul Sanders
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
To plan for my retirement.
How has Paul helped you?
Very knowledgeable, friendly and explains in nontechnical language.
Have you seen the outcome you were hoping for?
Yes
