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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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“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
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Alex Hatfield
Partner - Chartered Financial Planner, FPFS, MCSI
Alex, Partner and Chartered Financial Planner, helps clients plan for every stage of life, using cash-flow modelling to give clarity and confidence in their financial future.
Steffan Alemanno
Senior Financial Adviser - Chartered Financial Planner, APFS
Helping clients navigate their financial goals, Steffan is a Chartered Financial Planner who supports a wide range of planning needs and prepares them for both today and the future.
Ellie Jarvis
Financial Adviser - Chartered Financial Planner, APFS
Based in Leeds, Ellie is a Chartered Financial Planner guiding clients nationwide through retirement, tax, investment and broader financial planning decisions.