Top Rated Firm 2026
6835 reviews | 54 verified advisers
Review for Dean McSloy
What could they have done better?
Not much I can think off, very satisfied with Dean, he’s a personable guy, and as the person who recommended me to him said, he’s very trustworthy and knows his business.
What were the circumstances that caused you to initially look for a financial adviser?
I needed financial planning to assess whether I could take early retirement. Dean came highly recommended to me.
How has Dean helped you?
Through the TPO software tools, Dean built my financial model so I could have peace of mind I could support early retirement. Thereafter Dean is always available for advice and market updates and investment choices.
Have you seen the outcome you were hoping for?
Yes, investment performance has been above expectations.
Review for Ellie Jarvis
What could they have done better?
Not a lot ! Being a bit of a technophobe , I might appreciate a seminar on an idiots guide to all aspects of the personal online information dashboard as I suspect I'm only using it to 10% of its capacity !
What were the circumstances that caused you to initially look for a financial adviser?
We discovered that our previous IFA had decided to sell his practice. We were not consulted and did not like his choice of potential successor. Friends recommended TPO to us as an alternative
How has Ellie helped you?
We had enjoyed a personal relationship with our existing IFA but Ellie went above and beyond to make us feel welcome at TPO making the decision to move extremely easy
Have you seen the outcome you were hoping for?
Absolutely. We have a clear, understandable objective and a plan , reviewed at least annually , to meet the objective
Review for Curtis Parker
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Curtis helped you?
Information and advice
Have you seen the outcome you were hoping for?
So far
Review for Freddie Fitton
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to understand if I could retire with the pensions I had behind me.
How has Freddie helped you?
Freddie has allowed us to visualise our financial future, recommending a structured approach to investing our funds which has led to us having confidence in our financial future. He has always been relaxed in his approach bringing a personal touch to our relationship.
Have you seen the outcome you were hoping for?
Yes
Review for Jay Rose
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Changed FA as very unhappy with one I'd had fro n umber of years. TPO was chosen after considerable research. I was passed onto Jay this year as the previous FA left TPO.
How has Jay helped you?
Review pensions and investments, explaining those and offering suggestions for future.
Have you seen the outcome you were hoping for?
Too soon.
