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Top 5 Most Recommended Financial Advisers

Latest Adviser Reviews

Hartey Wealth Management
"Everyone is excellent."


Review left for Hartey Wealth Management
21st October 2020

Excellent level of service
"Everyone I have dealt with have been professional, knowledgeable and helpful. Their advice and support has been of an exceptional standard and I am really pleased that I chose to use their services for taking out a new mortgage and changing my life insurance. I would highly recommend them and would happily use them again. They respond to emails quickly and always called back when I left a message."


Review left for Oakwood IMC
19th October 2020

Income Tax returns
"Always helpful and efficient in all communications, and kindly too.."


Review left for The Fry Group
19th October 2020

Tax returns/liability
"Besides for an initial IT challenge resulting in my not receiving an email from the Fry Group, I have found those that I have dealt with to be prompt and professional in their communication. Adriana is assisting us now - she seems thorough, and communicates well. Am happy to work with her."


Review left for The Fry Group
19th October 2020

Tax Matters
"Most understanding, efficient and very honourable. You did everything well."


Review left for The Fry Group
17th October 2020

Annual Review 2020
"The reassurance given, via stress testing, that despite Covid19 my financial situation was secure. Additionally, the understanding that the business continues to evolve to cope with the changing conditions being experienced in the investment world. We seem to have come an awfully long way from the early days of Applewood and Colin Lawson's philosophy of "gardening" your investments so that no one area was a disproportionately large part of the total portfolio."


Review left for Equilibrium Financial Planning LLP
19th October 2020

 

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