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Top Rated Firm 2026

6545 reviews | 53 verified advisers

Selection of recent reviews. Read all reviews

Review for Freddie Fitton

June 2026

What could they have done better?

Nothing springs to mind.

What were the circumstances that caused you to initially look for a financial adviser?

I was coming up to retirement.

How has Freddie helped you?

Freddie has helped understand our financial needs for the future and delivered a plan to meet those needs.

Have you seen the outcome you were hoping for?

Yes, at this moment.

Review for Paul Sanders

June 2026

What could they have done better?

Not a lot!

What were the circumstances that caused you to initially look for a financial adviser?

A while back I had savings that I felt could work harder for me and I needed assistance.

How has Paul helped you?

Paul has assisted brilliantly.

Have you seen the outcome you were hoping for?

Yes, but hoping for more assistance.

Review for Sam Curtis

June 2026

What could they have done better?

Nothing!

What were the circumstances that caused you to initially look for a financial adviser?

Needed to consolidate pensions

How has Sam helped you?

Sam has helped us make the most of our pension savings with his excellent and friendly advice. Also a great communicator.

Have you seen the outcome you were hoping for?

Yes

Review for Ellie Jarvis

June 2026

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

Early retirement and a financial portfolio to support it in the short to long term

How has Ellie helped you?

Ellie advised a portfolio to support my early retirement, which supported my current income needs with planning and monitoring for the future

Have you seen the outcome you were hoping for?

Yes. The portfolio has performed very well in the markets

Review for Freddie Fitton

June 2026

What were the circumstances that caused you to initially look for a financial adviser?

Pension Advice

How has Freddie helped you?

He has kept me up to date

Have you seen the outcome you were hoping for?

So far so good