Top Rated Firm 2026
5808 reviews | 52 verified advisers
Review for Dean McSloy
What could they have done better?
I don’t think he could have. As I’m retiring at least 10years earlier than my friends.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to transfer my pension
How has Dean helped you?
Seen transferred my pension and now I have the ability to retire earlier than expected thanks to Dean.
Have you seen the outcome you were hoping for?
I have indeed and now have to ability to retire early.
Review for Steffan Alemanno
What could they have done better?
The level of service is suitable to my needs, thank you.
What were the circumstances that caused you to initially look for a financial adviser?
I needed to consolidate my finances with a view to retirement.
How has Steffan helped you?
Steffan talked me through the process of consolidating my savings, investments and pension to give me the best options going forward. He gave me advice regarding financial securities so I was able to make informed decisions. He was able to clarify anything I was uncertain about and support me practically with paperwork and understanding my options. Through our 6 monthly meetings, he keeps up to date with my wants/needs and spending in order to ensure that I can maintain financial security. He has also put me in touch with other professionals related to future and financial planning.
Have you seen the outcome you were hoping for?
Yes thank you. I am able to keep track of my finances via the TPO investment platform.
Review for Mat Clark
What could they have done better?
Nothing to comment on.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement with multiple pensions.
How has Mat helped you?
Provided ongoing support and reviews. Explained financial markets and results on investment/pension. Ensured financial plan is still representative for future needs.
Have you seen the outcome you were hoping for?
Yes.
Review for Christie Tillett
What could they have done better?
Nothing, Chrisitie yes very helpful and knowledgeable
What were the circumstances that caused you to initially look for a financial adviser?
I had a couple of underperforming pensions that lacked flexibility and wanted to retire at 55
How has Christie helped you?
Christie created projections based on expenditure and incomes from pension and other sources to provide reassurance that I would be able to take early retirment and recommended and alternative pension scheme that offer more flexibility and performed better than my old pensions
Have you seen the outcome you were hoping for?
Very much so, my income is no longer a cause for anxiety
Review for Christie Tillett
What were the circumstances that caused you to initially look for a financial adviser?
Pension advice
How has Christie helped you?
Financial planning
Have you seen the outcome you were hoping for?
Yes
