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Top 5 Most Recommended Financial Advisers

Latest Adviser Reviews

Key Man Insurance Policy
"Vikki Claxton was my main point of contact at MacBeth whilst setting up Key Person cover for the CEO of a Medtech company. Working with Vikki was a pleasure and all the requirements to put his policy in place was completed in a timely manner. She was always fast at responding and keeping me updated on progress. I would highly recommend Macbeth and look forward to working with them again in the future."


Review left for Macbeth Financial Services
19th April 2024

Always a pleasure
"I always look forward to meeting with Barry to catch up on my investment performance. I appreciate his advice and reassurance that my money is in the right place to meet my long term needs."


Review left for Melville Independent plc
15th April 2024

Thank you!
"Dean was such a pleasure to work with, and we are so grateful for his help in obtaining a mortgage offer. He was really informative and really took the time to explain things clearly and accurately for us. I truly felt that Dean had our best interests in mind to secure us the most preferential rate. Coordinating paperwork was very straightforward and the whole service was handled really well. Very much recommend Oakwood for a reliable, trustworthy & friendly service! Thanks Dean!"


Review left for Oakwood IMC
12th April 2024

I have complete trust in Melville Independent
"Melville Independent gives me confidence that my finances are being as well managed as possible and Matthew Irving always has time to listen and to advise. I've been a client since 2011 and have never felt anything less than fully supported. "


Review left for Melville Independent plc
12th April 2024

Honest, Informative & Friendly Service
"Being first time buyers we had a lot of questions about the whole process of getting a mortgage. Rob talked us through the process in depth and took the time to answer our questions in detail, so we were able to learn a lot. When it came to getting a mortgage offer Rob and his team took care of this, presented us with our options and gave advice for each allowing us to make an informed decision that was right for us. Joseph was very helpful and kept us in the loop throughout the process with any updates and if any additional info was required. During the process a better product was available, Joseph informed us about this and after agreeing, Joseph swiftly swapped us onto the better product - we didn't even have to think about it, it was all taken care if which took away any stress. Joseph's informative and timely responses, enthusiastic and friendly approach made this process enjoyable, stress free and taught us a lot. We would definitely recommend Domus Finance."


Review left for Domus Finance
11th April 2024

Met with my advisor
"Respond quickly to enquiries. Very good at keeping me up to date to changes."


Review left for The Fry Group
8th April 2024

 

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