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Top 5 Most Recommended Financial Advisers

Latest Adviser Reviews

Caring, personalised financial planning.
"Though Jason is my financial advisor I often deal with David West who is considerate and is happy to spend time explain things. Jason is easy to understand at annual reviews. I have been surprised and delighted that young ladies, I believe receptionists, have taken the trouble to phone and ask after my welfare. These calls are friendly and just like a good chat. Some lonely people will be delighted with the caring side of their financial advisory firm."


Review left for Equilibrium Financial Planning LLP
24th February 2021

Investment Taxation
"I received excellent and honest advice. The financial adviser really listened and understood my situation and this enabled appropriate investments to be put in place. On a personal level I had been through a few very difficult years of caring and bereavement and to receive this level of support was a great relief to me."


Review left for The Fry Group
22nd February 2021

Great service
"I had the pleasure of dealing with Tim Carter-White for my mortgage & Jonathan Kelly for life insurance. They were both very helpful and knowledgeable in their line of work. Really couldn't of done it without you! Thanks again."


Review left for Oakwood IMC
18th February 2021

Continuous improvement
"Over the years Andrew has enabled us to progressively improve our tax position and reduce our risk profile. As a consequence of introducing our children to Equilibrium their financial security and also their children's financial security has been helped. I wish to commend Richard Higgs , our Client Manager, whose work is accurate, reliable, timely and courteous."


Review left for Equilibrium Financial Planning LLP
18th February 2021

Easy to deal with
"Tom is a common sense guy who gives straightforward sound financial advice."


Review left for Worley Financial Associates
18th February 2021

Feedback on Hartey Wealth Management
"I contacted Tristan as following a change in circumstances I needed to review and update my life cover. Tristan's advice was excellent, raising considerations I hadn't thought of and recommending a solution which provided my family with additional protection. Tristan's team made the whole process very easy and managed everything brilliantly from first enquiry through to the policy being on risk. I could not recommend Tristan and the Hartey Team more highly - thank you!"


Review left for Hartey Wealth Management
18th February 2021

 

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