Top Rated Firm 2026
6795 reviews | 53 verified advisers
Review for Chris Merry
What were the circumstances that caused you to initially look for a financial adviser?
I was about to retire and was seeking advice on my existing workplace pension plans to provide financial security for my future
How has Chris helped you?
Chris has in the last year taken over from one of his colleagues who is retiring
Have you seen the outcome you were hoping for?
The most recent results are encouraging and we continue to review options
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?
Clarify our retirement position, understand the options available to me and take appropriate action as advised
How has Daniel helped you?
Danny has understood my position , answered all my questions and responded with a clear plan for the future
Have you seen the outcome you were hoping for?
Yes, I have been able to retire earlier than expected , good growth on investments and a clear strategy for my retirement years
Review for Alexander Law
What were the circumstances that caused you to initially look for a financial adviser?
I was coming up to retirement.
How has Alexander helped you?
Alex has provided a broad range of advice on the various options available to me with regard to my pension arrangements.
Have you seen the outcome you were hoping for?
Yes, so far. The growth of my pension fund has been good.
Review for Dan Alder
What could they have done better?
nothing
What were the circumstances that caused you to initially look for a financial adviser?
Sale of a business
How has Dan helped you?
Dan has advised and assisted with the investment of our funds
Have you seen the outcome you were hoping for?
Absolutely
Review for Grace Whalley
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Potential pension transfer
How has Grace helped you?
Structured our thinking and financial products to meet our needs
Have you seen the outcome you were hoping for?
Yes
