Top Rated Firm 2026
6562 reviews | 53 verified advisers
Review for Mat Clark
What could they have done better?
I think my ratings speak for themselves...
What were the circumstances that caused you to initially look for a financial adviser?
Having resources to invest but not having the time nor expertise of investing soundly in financial markets.
How has Mat helped you?
Mat has always understood my objectives, concerns and aspirations, and has provided relevant and sound advice with specific recommendations.
Have you seen the outcome you were hoping for?
Yes!
Review for Francine Kelly
What could they have done better?
Nothing specific comes to mind. I have been satisfied with the support and guidance provided and have found Francine to be approachable, professional and responsive throughout.
What were the circumstances that caused you to initially look for a financial adviser?
I was looking for professional guidance to help me understand my financial position, review my pensions and investments, and plan effectively for my retirement and future financial needs.
How has Francine helped you?
Francine has provided clear advice and guidance, helping me to better understand my financial position and future options. She has been professional, helpful and responsive throughout our discussions.
Have you seen the outcome you were hoping for?
Yes, to the extent that I was looking for professional advice and guidance. Francine has helped me understand my current financial position and the options available to me. While financial planning is an ongoing process, I am satisfied with the support and information I have received.
Review for George Hicks
What could they have done better?
Nothing that I am aware of.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted the best advice for transferring my pensions.
How has George helped you?
He has advised me where I am up to financially, at present and in the future.
Have you seen the outcome you were hoping for?
Yes
Review for George Hicks
What could they have done better?
I genuinely don’t think there is anything that fits in this category.
What were the circumstances that caused you to initially look for a financial adviser?
I had a pension pot and was retiring and wanted to make the most of my money.
How has George helped you?
George has been absolutely excellent at reading my wants and needs and in giving me an overall picture of the financial landscape. He has been accessible and is an excellent listener, tailoring his input to my specific needs.
Have you seen the outcome you were hoping for?
So far the help from George and TPO has far exceeded my expectations.
Review for Estella Peto
What were the circumstances that caused you to initially look for a financial adviser?
Annual review of pension plan
How has Estella helped you?
Provided detailed information on pension performance and guidance on future planning
Have you seen the outcome you were hoping for?
Yes all follow up documents and proposals were sent
