Top Rated Firm 2025
5644 reviews | 52 verified advisers
Review for Jacob Jerome
What could they have done better?
At this stage of my retirement I am happy with the support I have received and I know that I can contact them if I have any concerns.
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to consolidate my defined contribution pensions and to achieve a better return
How has Jacob helped you?
My pensions have been consolidated and I am achieving a more than acceptable return.
Have you seen the outcome you were hoping for?
Yes
Review for Paul Sanders
What could they have done better?
Not sure
What were the circumstances that caused you to initially look for a financial adviser?
I was introduced to the services of TPO through my partner who recommended them to me.
How has Paul helped you?
Paul is very personable, he takes the time to listen and understands my concerns and situation. He has helped me to invest and plan for my retirement. He is always willing to answer any questions and I find the review meetings very useful and pleasurable.
Have you seen the outcome you were hoping for?
There have been times when i felt the returns were not great but there have been better results of late.
Review for Emily Brear
What were the circumstances that caused you to initially look for a financial adviser?
Looking for independent professional advice.
How has Emily helped you?
Provided an efficient & friendly service.
Have you seen the outcome you were hoping for?
Yes
Review for Estella Peto
What could they have done better?
I am very satisfied with the support and help she has given to me
What were the circumstances that caused you to initially look for a financial adviser?
I have been working with Estella at The Private Office as my IFA with regards to help with managing my pensions investments strategy and and support with changes to pensions legislation and financial changes
How has Estella helped you?
Estella has provide me with support and help with my pension investment strategy and has been very good at giving me options backed up by her excellent analytical and report writing, I have really appreciated her clear reports and also her responsiveness to my requests for further information
Have you seen the outcome you were hoping for?
Yes I have
Review for Jason Wood
What were the circumstances that caused you to initially look for a financial adviser?
Assistance with numerous pensions pots with a view to better investment opportunities
How has Jason helped you?
He has provided the financial advice I needed and has gone further with suggestions with other investment schemes. I am very happy with that advice and guidance given so far.
Have you seen the outcome you were hoping for?
Yes most definitely.
