Top Rated Firm 2026
6682 reviews | 53 verified advisers
Review for Abby Ivison
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Abby helped you?
Abby has helped us with a clear understanding of our retirement needs, allowing for everyday events, special holidays, helping our children and grandchildren and fully explaining the financial aspects of what we want to achieve. With our first yearly review she has been very helpful and supportive of our needs and we fully appreciate her advice.
Have you seen the outcome you were hoping for?
Yes
Review for Julian Frere
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning and implementation
How has Julian helped you?
Julian has brought clarity of advice and excellent investment advice
Have you seen the outcome you were hoping for?
Yes, more direct and individual focus and improved returns.
Review for David Gruenstein
What could they have done better?
N/A - fully satisfied.
What were the circumstances that caused you to initially look for a financial adviser?
Pensions advice when close to retirement age.
How has David helped you?
With pension and retirement advice, pension consolidation and general financial management.
Have you seen the outcome you were hoping for?
Yes
Review for Donna Buffham
What could they have done better?
Nothing outstanding
What were the circumstances that caused you to initially look for a financial adviser?
Prevailing personal financial ignorance
How has Donna helped you?
Very considerably
Have you seen the outcome you were hoping for?
Thus far
Review for Matthew Cole
What could they have done better?
No one does it better than Matthew Cole.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement and investment planning.
How has Matthew helped you?
Matthew Cole gave me an excellent assessment of my financial situation and advice on continuing retirement planning. He presented a thorough analysis of my portfolio and the financial market and followed up with a comprehensive and easily digestible report of what we discussed.
Have you seen the outcome you were hoping for?
Yes
