Top Rated Firm 2026
6492 reviews | 53 verified advisers
Review for Christie Tillett
What could they have done better?
I can't think of anything.
What were the circumstances that caused you to initially look for a financial adviser?
I was getting older and wanted help to protect my capital to provide for my retirement.
How has Christie helped you?
I have been a TPO client for many years and with another adviser before Christie. She helps me understand financial matters that I need help to understand.
Have you seen the outcome you were hoping for?
Yes absolutely!
Review for Matthew Cole
What could they have done better?
Nothing - we are very happy
What were the circumstances that caused you to initially look for a financial adviser?
Advice on future financial planning which I didn.t feel I have the skills to do
How has Matthew helped you?
By advising us on future investments to keep us fiancially secure.
Have you seen the outcome you were hoping for?
This is a long term strategy but so far this is working for us
Review for Sam Curtis
What could they have done better?
Can’t think of anything
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning
How has Sam helped you?
Sam advised about possible investment options and helped me navigate the tricky technical aspects of investing. He was very helpful too in terms of tax advice and planning to help my children
Have you seen the outcome you were hoping for?
Yes
Review for Katy Gordon
What could they have done better?
No communication and platform has been excellent
What were the circumstances that caused you to initially look for a financial adviser?
Needed a company for financial advise looked at a lot of options before settling on TPO
How has Katy helped you?
Provided a sound base for decision making and has been very supportive and knowledgeable in all aspects
Have you seen the outcome you were hoping for?
Funds,have been. Invested wisely and fund is growing towards my retirement
Review for Edward Tudor
What could they have done better?
Not sure they could
What were the circumstances that caused you to initially look for a financial adviser?
Help with our investments and planning for the future eg pensions and inheritance tax.
How has Edward helped you?
He gave very clear advice re our investments. He listens to our concerns and addresses them.
Have you seen the outcome you were hoping for?
Yes. Considering the instability in the markets at the moment.
