Top Rated Firm 2026
6783 reviews | 53 verified advisers
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 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 Tony Padgett
What could they have done better?
Not aware of anything
What were the circumstances that caused you to initially look for a financial adviser?
Getting older and concerns over existing and potential taxation
How has Tony helped you?
Implementation of strategy to ameliorate risk
Have you seen the outcome you were hoping for?
Yes
Review for Tony Padgett
What were the circumstances that caused you to initially look for a financial adviser?
Early retirement
How has Tony helped you?
Giving us the confidence and security that our pension is in safe hands
Have you seen the outcome you were hoping for?
yes and exceeded our expectations
Review for April Leeson
What could they have done better?
Nothing. I am pleased with the service.
What were the circumstances that caused you to initially look for a financial adviser?
I was left a sum of money from My late husband and I was recommended to TPO and April looks after my finances. I find April knowledgeable and approachable and always has time to answer any questions.
How has April helped you?
April has helped me with my finances and also has given me very good advice.
Have you seen the outcome you were hoping for?
Yes but the state of the world makes my money rise and fall.
