Top Rated Firm 2025
5560 reviews | 52 verified advisers
I not aware of anything that could be better
Retirement
Dean has managed our drawdown pension.
Yes I have.
Nothing
I already knew of the service
By giving up to date advice regarding pension planning
Yes
Honestly, nothing that I can think of. Jacob was clear, professional, patient, and supportive throughout the entire process. Everything was explained perfectly and handled really well.
I wanted proper long-term guidance on how to invest a sizeable amount of money in the smartest and safest way. I’m still quite young, so I needed someone who could explain everything clearly and help me build a solid financial plan for my future. I didn’t have much financial guidance around me, so finding someone trustworthy was important.
Jacob has been fantastic from start to finish. He broke everything down in a way that made complete sense, and never once made me feel rushed or unsure. He answered every question with patience, was always friendly and approachable, and helped me understand exactly how my investment would work over the next few years. He gave me confidence in the decisions I was making and guided me through every step of the process.
Yes, absolutely. I wanted clarity, reassurance, and a solid investment plan — and Jacob delivered all of that. I now have my money invested properly for the future, and I feel confident and secure about the direction it’s heading. The whole process went smoothly, and the outcome is exactly what I was hoping for.
Nothing Very happy with George and his advice
Pension Thinking of selling my house Advice on savings after possible sale
Very supportive
Pension yes Ni decision on house sale etc yet
Nothing
We had been looking for some time and then read reviews about TPO and seemed a good fit with us
He has been amazing. Everything has been done in a timely manner and and we have felt he has always had our best interests at heart, even advising not to bring over one of my pensions, as it was doing so well as it is. It has also been great that he has shown care for us as people rather than just as a client
Yes