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Reviews & Testimonials
Feedback from our clients is at the heart of everything we do. As well as forming an important part of our regulatory oversight, it provides us the tools to continually improve our service and offer the best outcomes possible for our clients.
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Unbiased financial advice from top-rated advisers
In order to provide the best client experience, we partner with VouchedFor as an independent, nationally respected organisation to collect and verify reviews of our advisers.
We work with VouchedFor, a third-party service dedicated to helping individuals find top-rated financial, legal, and accounting advisors. Their platform verifies the identity of all of its reviewers and ensures that no reviews are edited or removed.
Their platform also provides:
- Average service rates and fees
- Proof of certification and licensing
- A follow-up process created to guarantee quality advice
We also work with Unbiased, another third-party service who help potential clients find the right adviser for them. There are reviews on our Unbiased profile left by clients who found us through their platform.
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Case study
“The advice and planning from TPO has allowed me to reach a point now where I feel I have more security to decide whatever I do in the next 15 years or so.”
Meet our expert team
People list
Alex Shields
Partner - Chartered Financial Planner, FPFS
Alex looks to build up a detailed understanding of his clients’ situations which enables him to provide advice tailored to their circumstances. He believes that it’s crucial to communicate in a clear and straightforward manner to put his clients’ minds at ease.
Abby Ivison
Financial Adviser - Chartered Financial Planner, APFS
As a Chartered Financial Planner, Abby offers insight to guide clients with their financial needs. She is passionate about providing friendly, sound, and honest advice in a way that’s easy to understand so that her clients can feel empowered to achieve their financial goals.
Daniel Lea
Senior Financial Adviser - Chartered Financial Planner, APFS
Daniel helps clients with their financial needs and advises on various aspects of financial, investment, and retirement planning. He adopts a friendly, straightforward approach towards his work, aiming to empower his clients with informed decision-making.