Top Rated Firm 2026
6611 reviews | 53 verified advisers
Review for Chris Merry
What could they have done better?
Nothing come to mind.
What were the circumstances that caused you to initially look for a financial adviser?
I was planning early retirement.
How has Chris helped you?
He has guided me through all my pension options and supported me through my transition to retirement.
Have you seen the outcome you were hoping for?
Yes, I am now comfortably retired and financially secure.
Review for Tony Padgett
What could they have done better?
Not a criticism of Tony as not his area, but the admin side has been a bit frustrating. Tony has got involved to help though
What were the circumstances that caused you to initially look for a financial adviser?
My wife and I needed advice on general finacial planning and future retirement planning
How has Tony helped you?
Tony's advice has been very clear. I am not very up to speed with financial things but Tony made everything clear and I understand what we are doing regarding our pensions and future plans
Have you seen the outcome you were hoping for?
So far yes
Review for Dean McSloy
What could they have done better?
.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to manage my future
How has Dean helped you?
Good advice and helpful explanations
Have you seen the outcome you were hoping for?
Yes
Review for Steffan Alemanno
What could they have done better?
I'm totally satisfied
What were the circumstances that caused you to initially look for a financial adviser?
My Exsisting pension was coming to a close at my age 60 and I wasn't ready to retire.
How has Steffan helped you?
Financial planning for the future and being able to (as much as you can) see shortfalls and events which effect my financial situation.
Have you seen the outcome you were hoping for?
Yes
Review for Edward Tudor
What were the circumstances that caused you to initially look for a financial adviser?
I needed structure, guidance, and professional advice
How has Edward helped you?
Helping me plan for the long term and keeping me grounded on how I can best achieve my financial goals
Have you seen the outcome you were hoping for?
We are only two years in and I hope we will be partnering for much longer to see the outcomes
