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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. 

Get in touch to see how our top rated financial planning experts could help you.

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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.

See what our clients say about us

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.”

How we helped a Partner of a leading commercial law firm shape his financial future
How we helped a Partner of a leading commercial law firm shape his financial future

Meet our expert team

View all our experts

People list

Sarah Beall

Financial Adviser - Chartered Financial Planner, FPFS

Rated 4.9 out of 5

A Fellow of the Personal Finance Society, Sarah has worked in financial services since 2011 and works in partnership with her clients to ensure they understand what they are capable of achieving and how they can get there. In particular, she provides clarity around complex strategies to put her clients at ease.

Merve Oral

Financial Adviser - Chartered Financial Planner, FPFS

Rated 4.8 out of 5

Top Rated Adviser 2022

Merve is a Chartered Financial Planner and a Fellow of the Personal Finance Society. She creates bespoke financial plans in partnership with her clients to help them secure their financial future and enjoy their desired lifestyle with peace of mind. 

Daniel Schofield

Partner - DipPFS

Rated 4.7 out of 5

Top Rated Adviser 2022

Daniel provides advice focused on the disciplines of personal and corporate financial planning, investment portfolio management, Inheritance Tax (IHT) planning and mitigation, and legacy and succession planning.