Top Rated Firm 2026
6287 reviews | 52 verified advisers
Review for Alex Shields
What could they have done better?
Stopped Trump from behaving like an idiot.
What were the circumstances that caused you to initially look for a financial adviser?
I needed one.
How has Alex helped you?
Yes.
Have you seen the outcome you were hoping for?
Yes.
Review for Sam Curtis
What were the circumstances that caused you to initially look for a financial adviser?
As my income has steadily increased, i wanted to find ways to invest my money and to get advice on various other related avenues.
How has Sam helped you?
Reliable, professional but still personable. thorough in follow ups and very high amount of knowledge and expertise in the investment field.
Have you seen the outcome you were hoping for?
yes
Review for Dean McSloy
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Transfer of pension benefits from 5 existing employer schemes. Dean was recommended by a colleague
How has Dean helped you?
He has helped us immensely. This has enabled me and my wife to retire from our professional careers at 55 and pursue personal interests. Dean has genuinely been amazing
Have you seen the outcome you were hoping for?
The outcome has been better than we had anticipated
Review for Dean McSloy
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
The need to invest my pension.
How has Dean helped you?
He set all the nessessary forms out to make the process straight forward.
Have you seen the outcome you were hoping for?
Yes
Review for Donna Buffham
What could they have done better?
I would have preferred 6 monthly reviews as my "later life" situation means that there are changes occurring at all times
What were the circumstances that caused you to initially look for a financial adviser?
I needed financial help and advice in my retirement years
How has Donna helped you?
Provided concise, clear financial advice and planning
Have you seen the outcome you were hoping for?
In general, yes.
