badge

Top Rated Firm 2026

6642 reviews | 53 verified advisers

Selection of recent reviews. Read all reviews

Review for Clare McCarthy

June 2026

What could they have done better?

Clare has done everything I hoped for

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

I was with a pension advisor who was not proactive or communicative and I found TPO on the martin lewis website

How has Clare helped you?

She has explained my pension plan in a way that I understand how everything works and gives me confidence in her advice

Have you seen the outcome you were hoping for?

Yes I am pleased with the outcome this year

Review for George Hicks

June 2026

What could they have done better?

I am perfectly happy with the service

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

Retirement planning

How has George helped you?

He has produced a balanced portfolio which is perfectly suited to my requirements

Have you seen the outcome you were hoping for?

Yes

Review for Alex Hatfield

June 2026

What could they have done better?

Nothing

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

My late husband and I initially contacted Alex for advice concerning his pension and savings options

How has Alex helped you?

Alex has been fantastic all the way, particularly since my husband's death when I needed a lot of help navigating the seemingly overwhelming process of sorting our affairs. He is approachable, straight talking and I have every confidence that he is always acting in my best interests.

Have you seen the outcome you were hoping for?

Yes I am very satisfied with the outcomes that Alex has achieved for me.

Review for Julian Frere

June 2026

What could they have done better?

Nothing

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

Following the death of my husband, I needed guidance and help with financial planning

How has Julian helped you?

Julian Frere has helped me with all aspects of my finances and planning for the future

Have you seen the outcome you were hoping for?

Definitely

Review for Emily Brear

June 2026

What could they have done better?

Nothing comes to mind.

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

Originally I wanted my money to be invested into ESG funds as I am passionate about the state of nature, climate change and biodiversity. Emily has been my advisor for a couple of years now after the resignation of my previous financial advisor.

How has Emily helped you?

She has made recommendations regarding my personal investments and for the monies invested in a Trust which I am in the process of setting up for my grandchildren. She is very professional and knowledgeable.

Have you seen the outcome you were hoping for?

I have been very pleased with the growth of my investments to date.