Top Rated Firm 2026
6777 reviews | 55 verified advisers
Review for Emily Brear
What could they have done better?
n/a
What were the circumstances that caused you to initially look for a financial adviser?
Roger Clarke has been my adviser for at least 25 years, and with this forthing retirement, he recommended Emily Brear, and I have full confidence in her.
How has Emily helped you?
We are discussing the pros and cons of moving my drawdown pension onto an annuity.
Have you seen the outcome you were hoping for?
We are working on it
Review for Francine Kelly
What could they have done better?
The fees have eaten into my returns more than my other investments. The returns have not been greater than the others, yet the fees are over 10 times higher. This has cemented my hesitation to move all of my investments to TPO. However, I feel the value of the long-term advice is strong, so I have kept a significant proportion of my investments with TPO but not all.
What were the circumstances that caused you to initially look for a financial adviser?
I had a SIPP which seemed to have less growth than I expected. I realised I needed some specialist advice and went to unbiased.co.uk. They looked at my requirements and recommended some IFA's. I interviewed with a couple then, selected The Private Office. I am delighted with my choice and Fran has managed my affairs for the last year.
How has Francine helped you?
Fran has excelled in explaining investment strategy and reassuring me on my BIG decisions regarding retirement. She is extremely knowledgeable and has helped me navigate the tax system and opened me up to more forward planning for my investments, my retirement and minimising my inheritance liabilities for those who remain once I am gone
Have you seen the outcome you were hoping for?
I have been pleased with the progress to date and expect this to continue for many tears to come.
Review for Sam Curtis
What could they have done better?
Nothing it was fine.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement lump sum.
How has Sam helped you?
Advised me on ISA.
Have you seen the outcome you were hoping for?
Yes
Review for David Dodgson
What could they have done better?
Nothing really
What were the circumstances that caused you to initially look for a financial adviser?
To consolidate my many pensions
How has David helped you?
Consolidate pensions and guide as to risk appetite and portfolio strategy.
Have you seen the outcome you were hoping for?
Yes - simplified arrangements and bigger returns.
Review for Katy Gordon
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Investing retirement lump sum
How has Katy helped you?
Katy explained the current financial markets, and the investment strategy behind our portfolio
Have you seen the outcome you were hoping for?
Yes
