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*vanguard study shows that an adviser can double a 40 year old client’s wealth by retirement by creating 3% addtional value after fees for 20 years

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*vanguard study shows that an adviser can double a 40 year old client’s wealth by retirement by creating 3% addtional value after fees for 20 years

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91% of consumers who have taken advice found it helpful
*vanguard study shows that an adviser can double a 40 year old client’s wealth by retirement by creating 3% addtional value after fees for 20 years

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Many advisers specialise in different types of advice or client so we need to know roughly what types of assets you hold so we can match you to the right adviser. If you do not book a session with your matched adviser this information will not be shared with that adviser or anyone else. For more information on how we manage data view our privacy policy.

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*vanguard study shows that an adviser can double a 40 year old client’s wealth by retirement by creating 3% addtional value after fees for 20 years

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Analyzing your responses and finding your perfect match
Sean Minta
8 years experience
Based in
London
Non-SJP
250000
500000
Over 50 clients
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Ethan Griffiths
5 years experience
Based in
East Midlands
Non-SJP
100000
500000
Over 50 clients
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Michael Crommie
26 years experience
Based in
Scotland
Non-SJP
0
250000
Over 100 clients
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James Brackenbury
3 years experience
Based in
London
SJP
0
500000
Over 50 clients
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Kabir Virk
11 years experience
Based in
London
SJP
250000
500000
Over 100 clients
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Emma Stansfield
5 years experience
Based in
London
SJP
250000
1000000000
Book your complimentary sessionView Full Profile
Martin Reed
30 years experience
Based in
South West
Non-SJP
100000
500000
Over 100 clients
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Dean Fletcher
20 years experience
Based in
South West
Non-SJP
100000
500000
Over 100 clients
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Victoria Goodchild
Over 5 years experience
Based in
East of England
Non-SJP
100000
500000
Over 50 clients
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Callum Broom
10 years experience
Based in
South West
SJP
100000
250000
Over 75 clients
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Matthew Haigh
10 years experience
Based in
North East
SJP
100000
1000000000
Over 100 clients
Book your complimentary sessionView Full Profile
Stuart Duckworth
12 years experience
Based in
North East
SJP
100000
100000000
Over 70 clients
Book your complimentary sessionView Full Profile
Garth Thompson
25 years experience
Based in
North East
SJP
100000
100000000
Over 250 clients
Book your complimentary sessionView Full Profile
Dotun Akinniranye
10 years experience
Based in
London
SJP
100000
250000
Over 100 clients
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James Knibb
10 years experience
Based in
Over 100 clients
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Vicki Skinner
10 Years Experience
Based in
West Midlands
Non-SJP
250000
100000000000
Over 100 Clients
Book your complimentary sessionView Full Profile
James Bowers
10 years experience
Based in
Over 250 clients
Book your complimentary sessionView Full Profile
Joseph Eggleston
4 years experience
Based in
London
SJP
250000
20000000000
Over 50 clients
Book your complimentary sessionView Full Profile
Jake Barlett
11 years experience
Based in
Over 200 clients
Book your complimentary sessionView Full Profile
Laura Ripley
18 years experience
Based in
Over 100 clients
Book your complimentary sessionView Full Profile
William Arthur
10 years experience
Based in
North West
SJP
0
100000000
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Oliver Pereira
11 years experience
Based in
Over 200 clients
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Barney Sears
7 years experience
Based in
Over 50 clients
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Reece Parkinson
2 years experience
Based in
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Jake Crossley
5 years experience
Based in
Over 50 clients
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Rory Kinnear
7 years expierence
Based in
Over 100 clients
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Alistair Fullerton
10 years experience
Based in
Over 100 clients
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Roy Dravid
20 years experience
Based in
over 50 clients
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Adrian Banks
over 30 years experience
Based in
Over 150 clients
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James Matthewson
8 years experience
Based in
Over 50 clients
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Hiren Nandha
10 years experience
Based in
SJP
0
Over 100 clients
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Tom Kesterton
15 Years Experience
Based in
Over 50 clients
Book your complimentary sessionView Full Profile
William Cronin
5 years experience
Based in
London-based
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Christo Arundel
9 years experience
Based in
SJP
0
Over 100 clients
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Aleem Nijabat
7 years experience
Based in
Over 100 clients
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David Rodricks
15 years experience
Based in
Over 100 clients
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Natalie Wood-Crainey
Based in
SJP
0
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Michael Alan Willgrass
10 years Experience
Based in
Helped more than 250 clients
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Sean Minta
8 years experience
NA
London-based
Firm
Services
Fees
book your complimentary section
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Sean
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Sean’s pension expertise and tailored guidance made me confident in my retirement plan—professional, committed support.
He breaks down complex financial planning into easy terms, helping me create a solid path to financial freedom.
Sean set up my SIPP, ISA, and protection smoothly, offering comprehensive business and personal advice.
His open communication and quick responses give me peace of mind—always available when I need guidance.
Attentive and personalised, Sean listens to my goals and delivers a clear, effective wealth management strategy.
Ethan Griffiths
5 years experience
NA
Based in the midlands
Firm
Services
Fees
book your complimentary section
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Ethan
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Ethan made combining my pensions so easy. Professional yet personable—rare combo!
Emma
Had a great session with Ethan—he’s sharp, calm under pressure, and clearly knows his stuff. Felt listened to and supported
Pryia
Really impressed with the advice I received. Ethan’s a true pro—knowledgeable and easy to talk to. Highly recommended!
David
Ethan was helpful, friendly and gave clear answers to tricky questions. Felt in safe hands throughout the process.
Sarah
A friend recommended this firm and they fully delivered. Can’t speak highly enough of the service—genuinely excellent.
Ben
Michael Crommie
26 years experience
NA
Based in Falkirk
Firm
Services
Fees
book your complimentary section
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Michael
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Michael explained complex financial planning concepts in a way that was easy for me to understand, making me feel confident in my decisions.
Scott Burnside
Michael always takes the time to understand my unique situation and provides personalised advice that aligns with my goals.
John Johnstone
I felt reassured throughout the whole advice process, and Michael felt Michael was transparent and honest throughout.
Robert Gorrian
Michael is always available to answer my questions and goes above and beyond to ensure we are comfortable with our decision. We’ve never looked back.
Dennis Laidlaw
Michael’s step-by-step guidance demystified financial planning, tailoring strategies to my goals. His transparency and constant availability gave me complete confidence.
Emma Mackenzie
James Brackenbury
3 years experience
NA
London-based
Firm
Services
Fees
book your complimentary section
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James
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
James always puts your needs first with patient, clear explanations—no pressure, just support.
Martin
He truly gets your goals, breaks down complex topics simply, and fosters a positive, safe space.
Sola
Working with James is a joy—he listens deeply, explains the “why,” and teams up for top results.
M. Wu
James’s guidance is priceless—he ensures you grasp every detail at your own pace. Highly recommend!
Ayo
His financial planning expertise shines in every clear, practical tip; he’s approachable and insightful.
Sola
Kabir Virk
11 years experience
NA
London Based
Firm
Services
Fees
book your complimentary section
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Kabir
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Kabir was super helpful and friendly. Took the stress out of sorting my finances.
Mark
Kabir made the whole process simple and is always available when I need him
Rachel
Kabir’s been managing my money for years. I trust him and have recommended him to friends.
David
Explained everything clearly and didn’t push me into anything. Felt in safe hands.
James
Really down-to-earth and easy to talk to. Felt like Kabir actually listened.
Sarah
Emma Stansfield
5 years experience
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Emma
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
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Martin Reed
30 years experience
NA
Based in the South West
Firm
Services
Fees
book your complimentary section
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Martin
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Martin was professional, friendly, and took the time to understand our needs. His supportive approach made a real difference.
M McKenna
I found Martin’s advice clear and easy to understand. He was supportive throughout, and I’d definitely recommend him.
J Drain
Martin explained everything clearly, without any pressure. I’ve already recommended him to my neighbours.
A Thomas
Martin made the whole process smooth and reassuring. His personal, no-pressure approach helped us feel confident every step of the way.
J Drain
Working with Martin gave us clarity on our options. He took time to get to know our situation and offered advice that really suited us
M McKenna
Dean Fletcher
20 years experience
NA
Based in Cheltenham
Firm
Services
Fees
book your complimentary section
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Dean
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Dean was professional and explained everything in simple, clear terms. A real credit to the financial industry.
D Duke
Dean is friendly, professional, and patient. He answered all my questions and made sure I fully understood each step
J Lovell
Fantastic service from Dean—he took the time to understand exactly what I needed for both now and the future.
S Littlewood
Dean has been accessible and responsive throughout. He really cares about helping you get the best outcome.
D Duke
Dean’s knowledge and approachable manner made the whole process smooth and stress-free. Highly recommend.
J Lovell
Victoria Goodchild
Over 5 years experience
NA
Colchester Based
Firm
Services
Fees
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Victoria
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Very happy with the advice and guidance given by Victoria, no pressure with anything and very professional.
G Trotter
More than happy with the service I received from this company and Victoria. I would highly recommend
R Gerrell
Very happy with the clearly explained advice given. No pressure to proceed, but I have been happy to take the advice and have already recommended the company to my neighbours
A Thomas
Very happy with the advice and guidance given by Victoria, no pressure with anything and very professional.
G Trotter
More than happy with the service I received from this company and Victoria. I would highly recommend
R Gerrell
Callum Broom
10 years experience
na
Bristol Based
Firm
Services
Fees
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Callum
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Callum handled my pension transfer clearly and efficiently. He explained everything well and resolved any minor issues quickly.
Tony
Callum has been fantastic—always helpful, responsive, and clear. He’s given my family and me valuable advice with great in-person support.
Rory
I’ve never been let down by Callum. He’s efficient, informative, and always explains the risks and options clearly.
Paul
Callum responds promptly to calls and emails and visits every year for my review. I’ve trusted his advice for a long time.
Susan
Callum took the time to understand our personal situation and matched us with the ideal solution. We’ll continue working with him.
Mr Patterson
Matthew Haigh
10 years experience
NA
Newcastle Based
Firm
Services
Fees
book your complimentary section
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Matthew
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Matt is thorough, helpful, and keeps his promises. He clearly explains everything—including risks—and is easy to work with.
Graham
We’ve known Matt for over a year and couldn’t have asked more from an adviser. Always supportive and attentive.
Eric & Sandra Robin
Matt provides clear, precise advice with honesty and integrity. Invaluable support throughout our journey.
Gordon Salmon
Thorough from start to finish. I felt safe discussing finances and knew I was receiving the best advice possible.
Fahmeeda Khan
Professional, reliable, and easy to talk to—Matt takes the time to explain options and puts you at ease.
Mr Jackson
Stuart Duckworth
12 years experience
NA
Newcastle Based
Firm
Services
Fees
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Stuart
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Stuart always puts my interests first. His advice is sound, trustworthy, and he’s gone above and beyond.
Daniel Dinham
Excellent service and advice. Stuart is always prompt and helpful—nothing is ever too much trouble.
Paula Mercer
Responsive, thoughtful, and truly tailored advice. Stuart listens and delivers what’s right for me.
John
My investments have flourished thanks to Stuart’s guidance. A professional who truly understands my goals.
Mr Campbell
Responsive, thoughtful, and truly tailored advice. Stuart listens and delivers what’s right for me.
Mr Dinham
Garth Thompson
25 years experience
NA
Based in Newcastle
Firm
Services
Fees
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Garth
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Garth helped me turn my retirement lump sum into income. Clear, balanced advice with no pressure—just sound guidance
Dr. Maureen Hughes
Garth took the time to understand us and gave advice that really works. We're now confident our money is protected for future generations
Sir Alan Craft
Our financial future feels secure thanks to Garth. He's helped us minimise tax and plan wisely for our grandchildren’s future.
Haydon
From day one, Garth has met every expectation. His expertise and foresight made me confident enough to refer him to family.
Mr Edwards
I don’t recommend lightly, but Garth earned it. Smart advice, no pressure, and always looking ahead. Very happy with the service.
Mr Craft
Dotun Akinniranye
10 years experience
With nearly a decade of experience in financial services, Dotun specialises in helping tech professionals—particularly those in Fintech, SaaS, and AI—gain clarity and confidence around their wealth. His journey began with a degree in Actuarial Science, followed by over five years in investment consultancy where he honed his skills working on complex financial strategies. That foundation sparked a lifelong passion for solving challenging problems and delivering advice that makes a real impact. Dotun's clients consistently describe him as professional, clear, and genuinely invested in their success. Whether he's guiding a client through their first financial plan or tackling the complexities of multiple income streams, assets, and goals—he brings empathy, rigour, and a personalised approach to every conversation. When he’s not working, you’ll find Dotun on the golf course, in the gym before dawn, or cooking his signature dish for his partner. For him, the perfect day blends progress, people, and purpose.
London Based
Firm
Services
Fees
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Dotun
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Dotun brought clarity to our finances, helping us understand our future and what actions to take. Planning is easier when you know the cards you're playing with.
Jason P
Professional, thorough and genuinely cares. Dotun has been brilliant from day one. Highly recommend for anyone reviewing their financial future.
Sam P
Dotun is professional, polite and always follows up as promised. His knowledge and approach are second to none.
Adina B
Over two years as a client and Dotun’s advice has been consistently sound and valuable. Highly recommended!
Matthew S
Dotun listens, takes time to understand your needs and always delivers a great service.
Chris C
James Knibb
10 years experience
Na
Based in Yorkshire
Firm
Services
Fees
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James
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
James gave expert investment advice with a clear strategy and ongoing support. Friendly, approachable, and made everything easy to understand.
Pensions were confusing for years—James simplified everything and created a clear, manageable plan. Now I feel confident about retirement.
James tailored an investment strategy to my goals, explained every step clearly, and I’ve already seen great results. Highly recommend.
Estate planning felt overwhelming, but James made it simple. He explained my options clearly and built a plan that gives my family peace of mind.
James helped make my finances more tax-efficient with smart, unexpected strategies. His detailed advice saved me money and improved my plan.
Vicki Skinner
10 Years Experience
NA
Birmingham-Based
Firm
Services
Fees
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Vicki
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Vicki supported me with compassion and clarity after my husband passed. Her advice was always clear, thorough, and professional. I trust her completely.
Mary C
We were introduced to Vicki after losing my father. Her care, clarity, and humour made a hard time easier. We feel safe and supported every step.
Ruth S
Vicki helped me understand my pensions, consolidate them, and grow my retirement pot. She explains everything clearly and I fully trust her advice.
Helen W
Vicki is warm, knowledgeable, and makes financial planning feel simple. She always takes time to explain options and puts your needs first
Ruth S
I’ve worked with Vicki for years. She’s kind, clear, and always on hand with expert guidance. I couldn’t ask for a better financial adviser.
Mary C
James Bowers
10 years experience
Na
Based in Leeds
Firm
Services
Fees
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James
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
James really listened and gave clear advice. Everything was well explained and the investments are already performing above expectations.
Ben
Very approachable and knowledgeable. James took time to understand my goals and gave sound, long-term advice I could trust.
Gill
James clearly explained my options and helped me feel confident in my decisions. He's a true partner in achieving my financial goals.
Nathan
James made complex issues simple and easy to plan for. Always warm, professional, and patient with expert guidance throughout.
Ben
James was great at understanding my needs and adapting to video calls during lockdown. Felt fully reassured in every step.
Rob
Joseph Eggleston
4 years experience
NA
London Based
Firm
Services
Fees
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Joseph
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Joe is very friendly and professional. He is able to give good, accessible advice in a field I find difficult to think about.
I have had an excellent experience so far with Joe. Conducted a great first discovery call and was quick to understand my circumstances alongside my financial objectives;
Confidence-inspiring, sensible advice.
Joe made me feel comfortable and reassured. I am very much looking forward to my follow-up meeting with Joe and am excited to hear his recommendations.
Joe made sound recommendations for quick results regarding my corporate pension plans.
Jake Barlett
11 years experience
NA
London based
Firm
Services
Fees
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Jake
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
We've worked with Jake for 2 years. He's professional, knowledgeable, and always keeps us updated. We trust him completely.
Eleni
Jake checks in regularly, handles admin quickly, and makes everything easy. A pleasure to work with and is highly recommended
Mike
There’s life before Jake and life after. We had no plan—just savings losing value. Then, Jake stepped in and changed everything.
Fernando
Now, we can see exactly where our investments are heading, with clear projections and a plan for retirement.
Jane
Jake’s advice gives us more than growth—it gives us peace of mind and the freedom to dream.
Fernando & Jane
Laura Ripley
18 years experience
NA
Based in the West Midlands
Firm
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Fees
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Laura
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Happily living an early retirement with their help. We feel confident that we’ve made the best long-term choices with Laura’s advice.
I was very impressed with your financial planning tools and forecasting.
Excellent, this is the first time I have found someone to give me a full explanation.
I'd highly recommend Laura & the BRI team!
Always professional and a pleasure to work with, I highly recommend Laura and BRI’s services.
William Arthur
10 years experience
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William
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
William explains everything clearly and helped us feel confident about our future. We always feel supported and listened to.
Great experience working with William. He took the time to understand our goals and delivered advice that really made sense.
William combines knowledge with a friendly approach. We trust his guidance and appreciate how easy he makes everything feel.
Helpful, approachable, and very thorough. William always goes the extra mile to make sure we’re well-informed and comfortable.
William gave us clarity when we needed it most. He’s professional, kind, and genuinely cares about the outcomes for his clients.
Oliver Pereira
11 years experience
NA
London-based
Firm
Services
Fees
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Oliver
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
He is constructive, very user friendly and empathetic in his approach.
I've been consistently impressed by Oliver's professionalism and support. I highly recommend Oliver.
Oliver walked me through what I had, what the potential was, and how I needed to plan
Oliver has been very helpful and knowledgeable about the subjects I've raised and has answered every question thoroughly
He's done a great job so far!
Barney Sears
7 years experience
NA
Based in the West Midlands
Firm
Services
Fees
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Barney
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
I found Barney to be both polite and professional in our dealings and he ably demonstrated the necessary technical knowledge to guide me through my pension and retirement planning
Nick
Overall, we have enjoyed a very positive experience working with BRI and would highly recommend it to others.
Anita
I have been working with Barney for a couple of years, and his expertise has been instrumental in shaping my financial future.
Always professional and a pleasure to work with, I highly recommend Barney and BRI’s services.
They have an empathetic approach to our lifestyle and financial needs, planning the right portfolio to suit our requirements.
Josh Mann
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Josh Mann
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Josh was an extremely helpful and professional financial advisor. He provided me with the utmost reassurance and put me on the right track.
Aneka
Josh has been a pleasure to deal with from the outset. He is very communicative, explains everything at your pace, answers all your questions
Alan
A very professional young man, very knowledgeable, helpful and friendly. I would recommend to anyone seeking a financial advisor,
Dave
Josh was easy to listen to and explained everything in a very professional manner. I hope to talk to him for years to come
Simon
I would most certainly use his services again in the future and recommend him to family and friends.
A Sandhu
Reece Parkinson
2 years experience
NA
Based in the midlands
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Reece
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Reece was always available to help with my inquiries and make the process as seamless as possible
Reece has been really helpful and responsive.. I would definitely recommend!
Knowledgeable and professional, he is highly recommended.
Consistently went the extra mile to ensure I was looked after. Maintained excellent contact throughout and offered great advice
Having met Reece on many occasions, he has always been very professional in his approach.
Jake Crossley
5 years experience
NA
Based in the North West
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Jake
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Just a small token of our appreciation for all your good advice and financial help over the years.
We think of you as more of a friend than a financial adviser!
We are so pleased with the way it has all gone. Thank you for everything you did!
I have used Phil Anderson Financial Services for several years now and rate the services as first class.
Your attention to detail and service was fantastic!
Rory Kinnear
7 years expierence
NA
London-based
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Rory
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Rory’s refreshingly honest, common-sense approach has helped us make our money work for us, now and in the future.
Nicola Smith
Thanks to Rory, my future is secure and I can access the funds I need when I need them. Everyone needs a Rory!
Dawn Simes
With his gentle and transparent approach, Rory has guided us expertly through our plans, and we are now confident about our family’s future.
Michele Bertoli
Dealing with Rory for my pension and retirement planning has been excellent. Sound advice, presented in a thorough and professional manner.
Steve Gristwood
Always willing to talk and they always do as they promise – it’s a first-rate service.
David Stephenson
Alistair Fullerton
10 years experience
NA
London-based
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Alistair
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Most of all, I value Alistair’s ability to set out options and advice in clear, comprehensible terms.
John Rooley
Alistair gives me well-informed financial advice, only when I ask for it, and it’s always spot on.
Shaun Phelan
Patient, impartial, and utterly professional – I’ve no hesitation in recommending Alistair.
Tim Aldridge
Responsive and professional, the advice Alistair has given is always clear and concise.
Keith Tuffin
The team at Lathe & Co are professional, responsive, and excellent at making things clear.
Sobechi Foster
Roy Dravid
20 years experience
NA
London based
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Roy
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
I have known Roy for several years and would wholeheartedly recommend him to anyone looking for sound independent financial advice. In particular pensions and life/illness protection.
Mark
Roy has helped a number of my UHNW clients with their financial requirements.
Oliver
A very solid and profound analysis of my tax situation and what I have to bear in mind in future. Roy is an excellent contact and I felt very well looked after.
James
Roy has been my financial advisor for a number of years. He's very diligent and always has the client's interest in mind.
Jonathan
Roy has been our incredibly supportive financial advisor for several years, working round the clock at times to give my wife/co-director and I the right advice when we need it.
Konrad
Adrian Banks
over 30 years experience
NA
London-Based
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Adrian
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
I simply couldn’t do without him. Through all of life’s twists and turns Adrian has been there for me, he looks after my money and my mental wellbeing!
Meeting Adrian was like going to the Doctor, Headmaster and Vicar, all in one go. He didn’t leave a stone unturned. We learned a lot about ourselves and he has been a great help to us and our family
He’s one of the first people I call upon when I have a life update and he never fails to be there for me. I trust him completely.
I simply couldn’t do without him. Through all of life’s twists and turns Adrian has been there for me, he looks after my money and my mental wellbeing!
Meeting Adrian was like going to the Doctor, Headmaster and Vicar, all in one go. He didn’t leave a stone unturned. We learned a lot about ourselves and he has been a great help to us and our family
James Matthewson
8 years experience
James Matthewson ACSI is a seasoned wealth management adviser based in London, with extensive experience in pensions, investments, and financial planning. Passionate about helping individuals and families achieve their financial goals, James specialises in intergenerational wealth transfer, retirement planning, and personal and business financial strategies. James’s career spans roles in financial sales, market trading, and advisory services, where he has developed a deep understanding of tax-efficient planning and wealth preservation. His qualifications include the Investment Advice Diploma (Level 4) and IntegrityMatters certification from the Chartered Institute for Securities & Investment (CISI), reflecting his commitment to professionalism and ethical standards. With a client-centred approach, James works closely with individuals to build, grow, protect, and preserve their wealth, ensuring their financial plans align with their aspirations. He is also experienced in corporate financial education and insurance solutions, offering a holistic suite of services tailored to both personal and business needs. Beyond his professional expertise, James’s diverse background includes coaching football to young people and promoting social inclusion, showcasing his ability to connect with people from all walks of life. This unique combination of skills and experience allows him to deliver meaningful, long-term financial outcomes for his clients.
London-based
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James
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
James understood my requirements and goals from day one and has provided exceptional guidance and advice throughout our relationship. James now works with other members of my family & friends.
I have worked with James for a number of years, he has been managing my retirement planning and I have even referred multiple members of my family and friends to James!
James is always very quick to respond to any queries, and we have a regular review meeting about my account. I would definitely recommend James' services.
James has helped me navigate the transition from full-time employment to being a director of my business. He has provided excellent support with my business & finances.
James has been working with me and my wife for over 3 years on pensions, investment strategy and inheritance planning. I'd highly recommend him!
Hiren Nandha
10 years experience
Hiren Nandha is a highly accomplished Chartered Wealth Manager and Certified Financial Planner™ with nearly a decade of experience in wealth management. Based in London, he is dedicated to creating tailored financial strategies that empower clients to secure prosperous futures and achieve their financial goals with confidence. Specialising in goal-based financial planning, Hiren offers expertise in: Investment planning Retirement and pension planning Tax efficiency strategies Estate planning Risk management Hiren’s approach is rooted in building lasting client relationships, ensuring that every financial decision aligns with each client’s unique objectives. With qualifications from the Chartered Insurance Institute and The Chartered Institute for Securities & Investment (CISI), he upholds the highest ethical standards and continuously enhances his professional knowledge to serve clients better. Having launched his own practice within the St. James’s Place network, Hiren has combined his entrepreneurial spirit with his passion for helping clients grow and protect their wealth. His dedication to long-term client success has earned him recognition, including being named one of the 2024 Top Rated Financial Advisers in The Times. Beyond his professional achievements, Hiren is a strong advocate for personal growth and resilience. He frequently shares insights on financial well-being and the value of investing in oneself, inspiring others to achieve both personal and financial prosperity.
London-based
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Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Hiren has been excellent. His advice is catered to my specific needs and goals rather than a blanket approach.
He was very clear in his advice.
Hiren has helped to build my understanding of my personal finances and pension plan. Hiren has explained every step very clearly and is always there to answer any queries.
Provided holistic view of our finances. Made excellent recommendations on trusts and putting them in place.
He provided sage and helpful advice, helping me navigate the complexity of annuities, drawdown
Tom Kesterton
15 Years Experience
Tom Kesterton is a highly skilled financial planner with over a decade of experience in wealth management, investment planning, and financial services. Specialising in helping individuals, families, and business owners take control of their finances with less stress and more confidence, Tom is committed to turning financial aspirations into actionable goals through tailored, holistic strategies. Drawing on his BA (Hons) in International Finance and Capital Market Studies and his designation as a Chartered Wealth Manager, Tom combines technical expertise with a personable approach. His career has included roles at prestigious firms such as Artemis Investment Management, Quilter Cheviot, and Columbia Threadneedle, where he honed his skills in asset management, tax planning, and client relations. Tom works closely with clients at every stage of life, from young professionals managing their first payslips to families navigating complex financial decisions, and retirees focused on estate planning. He offers solutions in areas like retirement planning, life insurance, and mortgage advice, leveraging his deep knowledge of tax-efficient wealth preservation and growth strategies. Passionate about education and empowerment, Tom regularly shares financial insights on his blog and LinkedIn, covering topics like inheritance tax planning, retirement readiness, and the importance of insurance. His approachable, reliable nature has earned him endorsements for his trustworthiness, conscientiousness, and technical proficiency from colleagues and clients alike.
London & Hertfordshire Based
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Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Since we started getting advice from Tom in Dec 2022, we expanded the scope of our conversation to financial planning, investment strategies, pensions and protection. I’m extremely happy with Tom.
He continues to manage my investments very well and has helped me create new investment pots for different solutions.
Tom has recommended a well-performing pension package and assisted in consolidating various smaller pensions into one provider. I can't fault Tom's advice.
Tom has since helped both me and my husband set up personal ISA investments, as well as for both our children and helped secure a mortgage renewal
Tom takes time to understand our situation without being judgemental and takes time to explain financial topics (sometimes advanced) in lay terms.
Tariq Shaikh
Tariq Shaikh is an experienced investment management professional with a career spanning over two decades. Currently serving as Head of Investment Management at Fowler Drew Limited, Tariq specializes in bespoke financial planning and portfolio strategies for high-net-worth individuals, families, and businesses. Before joining Fowler Drew, Tariq founded TQS Financial Consulting Ltd, where he advised on regulatory compliance, market-abuse investigations, and quantitative trading strategies. His earlier career includes leadership roles such as Head of UK Corporate Credit Trading at Goldman Sachs and Head of Sterling Credit Trading at UBS Investment Bank, where he honed his expertise in global markets and strategic investments. Tariq holds a Master of Arts in Modern and Medieval Languages from the University of Cambridge. Outside work, he enjoys mentoring aspiring financial professionals and staying informed about the ever-evolving landscape of capital markets.
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Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
I've been a client for years, the firm's investment philosophy is miles above their competitors and I'm very happy with the service.
Fowler Drew differs from typical investment firms who seek ‘alpha’ for alpha’s sake, instead harvesting low-cost ‘beta’, building towards target outcomes that clients get to define
I've worked with Dave & the team for years, they make me feel very confident I can live the life I want.
I've recommended Fowler Drew to multiple friends, the firm and the people are great!
I like the fact they’re not trying to be clever – although the whole point is that that is what’s clever! Their explanation of mean reversion in markets is appealing as a way of thinking.
William Cronin
5 years experience
William Cronin is a seasoned independent financial advisor based in London with a focus on helping individuals and families achieve financial security and meet lifestyle goals. He began his career specializing in life insurance and income protection and has since evolved into a fully qualified holistic advisor. William assists clients in navigating critical financial decisions, such as retirement planning, investment strategy, and personal financial goals. At Corporate Financial Resources, a family-run firm with over 30 years of experience, William leverages the "whole of the market" approach to craft personalized financial plans. His services include budgeting, retirement planning, tax advisory, and financial analysis, ensuring clients receive tailored, unbiased advice that aligns with their unique needs. With qualifications from The London Institute of Banking & Finance, including advanced certifications in financial advice and regulation, William is committed to building long-term relationships founded on trust and transparency. For those seeking to explore their financial options or have questions about their financial future, William offers an informal conversation to see how he can help tailor a plan that meets their objectives.
Truly independent
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William
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Will has undoubtedly made me feel safe and secure with my life, health and finances, present and future.
Will has helped me systematically to consolidate things, so that I now have health insurance, life insurance and financial stability in place.
Will, very evidently, enjoys what he does and thrives on getting the job done properly, thereby creating happy and protected clients! Thank you so much Will!
Will has been super helpful in getting all our finances in order, he's a lovely guy and I enjoy working with him.
I've known the CFR team for a long time. William and Nick have been super helpful, I trust they have my bet interests in mind.
Christo Arundel
9 years experience
Based in Dubai, Christo Arundel is a dedicated financial adviser with St. James's Place, specialising in helping individuals, families, and businesses navigate their financial futures with clarity and confidence. With a solid background in financial planning from his time at Lester Brunt Wealth Management, Christo brings a holistic approach to wealth management, focusing on bespoke strategies tailored to each client’s unique goals. Christo is passionate about demystifying financial decisions, and providing clients with a clear roadmap to achieve both short- and long-term objectives. From retirement planning to wealth building, he believes in creating personalised financial plans that allow clients to concentrate on the aspects of life that matter most. His expertise and personable approach have earned him a reputation for honesty, professionalism, and dedication, with many clients recommending him for his commitment to finding the right investment solutions. Featured in publications like the Khaleej Times, Christo continues to be an influential voice in wealth management across the Middle East, championing the importance of a structured, client-focused financial plan.
Dubai-based
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Christo
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
His honesty and professionalism are reassuring, especially in new areas. I've recommended him to friends and colleagues for his clear commitment to finding the right approach for each client.
Christo is personable and always available for quick updates or questions. Highly recommended.
Christo has managed my finances for several years, consistently offering honest, unbiased, and relevant advice.
Christo’s advice has been invaluable, focusing on my short- and long-term goals. He takes the time to understand what's important to me and sets clear financial objectives
Christo's market knowledge and regular check-ins make our partnership invaluable.
Aleem Nijabat
7 years experience
Aleem Nijabat is a dedicated financial planner and partner at Foster Denovo, based in London, with a focus on delivering high-quality investment planning, financial protection, and tax-efficient strategies. With expertise in working with business owners, city professionals, and family estates, Aleem tailors bespoke plans that address both immediate and long-term financial goals. Aleem takes a holistic approach to financial planning, emphasising the importance of intergenerational wealth and financial literacy for families. He encourages open discussions with clients and their families to ensure alignment across generations, aiming to foster financial responsibility and security. Known for his commitment to client-centric service, Aleem guides his clients through market shifts, helping them balance growth and income strategies for optimised portfolio performance. With qualifications from The Chartered Institute for Securities & Investment, Aleem brings both knowledge and empathy to his role, making him a trusted adviser for those looking to secure and grow their wealth responsibly.
London-based
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Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Aleem’s help and advice have been extremely helpful and profitable over the years and the services offered by Foster Denovo are ideal for our needs.
Aleem has always been and continues to be, so responsive to my questions, clear in his explanations, and generally very helpful.
Aleem provides professional and relevant advice and support is provided in an easy-to-understand way, for the less financially savvy person like me.
Aleem is very professional and helpful and makes explanations clear and easy for me to understand.
Aleem’s support has been amazing over the years—his advice has really made a positive difference for us, and Foster Denovo’s services are a great fit for what we need.
David Rodricks
15 years experience
David Rodricks is a Chartered Financial Planner and Partner at Foster Denovo in London, bringing extensive expertise to his role in financial planning and advisory. Known for his client-centric approach, David tailors each financial plan to meet both short- and long-term needs, working with individuals and business owners alike. His areas of expertise include retirement planning, tax-efficient strategies, investment protection, and mortgage advice. With a career spanning over a decade, David is dedicated to empowering clients through informed financial decisions, helping them secure their futures with confidence. His past experience, including as a Pension Specialist with Quilter Financial Advisers, combined with his extensive knowledge of the property sector, allows him to offer comprehensive financial guidance that is both strategic and adaptable. David's commitment to delivering high-quality service is evident in his proactive approach to financial planning. He continuously keeps clients updated on their portfolios, ensuring they have the insights needed to make well-informed decisions. With a focus on building lasting relationships, David is proud to be a trusted adviser across generations, helping families and businesses navigate the complexities of wealth management.
London-based
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David
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
David’s management of my pension has been exceptional. My initial drawdown met expectations, and his ongoing advice is always welcome.
David's advice has been invaluable for consolidating my pensions. Every meeting is thorough and has helped me reach my goals smoothly.
David provided clear, expert mortgage and pension advice, making complex decisions easy. We feel confident and well-supported in our financial planning.
David seamlessly consolidated my old company pensions with valuable advice and comprehensive reports. Achieved exactly what I hoped for and more
David’s approachability and expertise in managing my pension stood out. I am very pleased with the outcomes and his dedication to client needs.
Nishant
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Nishant
Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type a
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type a
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type a
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type a
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type a
Natalie Wood-Crainey
Natalie started her career in finance in 2017 as an intern at a financial advice firm. in the last seven years Natalie has worked as an assistant, a planning consultant and finally became an adviser in early 2022. Since becoming an adviser Natalie has been able to apply her deep knowledge of the industry to help clients become more tax-efficient and improve their investment returns.
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Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Natalie helped set up two ISAs and consolidate pension funds. Her warm, understanding approach and attentiveness to my needs have built full trust in the services she provides.
I met Natalie at a conference, and she’s been professional, empathetic, and insightful throughout. I highly recommend her to my professional network, friends, and family.
I have a lot of confidence in Natalie's abilities to invest and manage my money in the best way possible and prepare for the future in the best way possible.
My investments in my pension are up noticeably and more than enough to cover costs incurred for the service. My risk has been adjusted and I now feel in a much better position for the future.
Navigating monthly income decisions was tough, but Natalie and her team made it easy. They helped me understand the long-term impact of my actions. Natalie was professional and never pressured me.
Angelo Crisafuli
Angelo Crisafulli is a highly experienced Private Wealth Manager with over two decades of expertise in managing investments and providing wealth planning advice to high-net-worth and ultra-high-net-worth individuals. Angelo works with a select number of private clients and families, offering personalized financial strategies that are tailored to their unique needs and goals. His client-centric approach focuses on delivering exceptional investment thinking and creating comprehensive wealth management solutions. Before transitioning into his current role, Angelo spent several years as a Senior Fund Manager at prestigious global investment firms, where he was responsible for managing international equity and flexible funds. His career includes positions at Anima SGR, DWS Investments, and Pairstech, where he developed a deep understanding of portfolio construction, asset allocation, and investment manager oversight. Angelo offers a wide range of services, including tax planning, pension consulting, estate and succession planning, and sophisticated investment strategies. He works closely with clients to streamline their finances, manage their assets, and develop strategies that safeguard their wealth and secure their financial future. Angelo holds a Master’s degree in Economics from Università Bocconi and a Master’s in Engineering and Industrial Management from Politecnico di Milano. He also holds the Investment Advice Diploma (IAD) and other financial certifications, positioning him as a trusted financial expert for high-net-worth clients.
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Client's
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Angelo provides top-notch guidance, staying attentive to legal changes and helping me make informed decisions.
I’ve been consistently impressed by Angelo’s dedication and service. His personal commitment has been invaluable in managing my finances.
Angelo offers a thoughtful, supportive approach, helping structure our portfolio while building a trusted relationship for the long term.
Angelo’s truthful, straightforward approach is invaluable. I never felt sold to, only supported in making the best financial decisions for my future.
Angelo has been both an adviser and a friend for many years, always providing trusted guidance with a personal touch. I highly recommend him for his professionalism and dedication.
Chris Miles
Chris Miles is an experienced Independent Financial Adviser who specializes in helping retirement planners, business owners, shareholders, and affluent professionals achieve financially secure and meaningful lives. With a client-centered approach, Chris simplifies financial planning and provides personalized advice in areas such as goal setting, investment strategies, retirement planning, tax optimization, and estate planning. Chris works closely with his clients to define financial goals, create detailed retirement plans, and ensure their investments are aligned with their risk preferences. He is also dedicated to helping clients minimize their tax liability, safeguard their wealth for future generations, and make informed decisions that support their long-term financial health. With over two decades of experience in the financial services industry, Chris has held various advisory roles and has a deep understanding of investment, pension, and tax planning. His passion for delivering independent advice is matched by his commitment to building strong, lasting relationships with clients. He holds a degree in English Literature and History from the University of Southampton and has gained extensive financial qualifications throughout his career. Clients appreciate Chris's clear communication, expert guidance, and dedication to helping them achieve peace of mind and financial freedom.
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These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Chris has been my IFA for years. As a contracting management consultant running a business, his advice has been invaluable. His holistic, thoughtful approach to money is refreshing.
Chris has worked with me for several years, and I’m confident he stays up to date, ensuring his advice is reliable. I highly recommend him to anyone seeking financial advice.
We needed impartial financial advice for retirement, and after researching, we chose Chris Miles. His detailed assessment clarified our objectives and provided solutions tailored to us.
I hadn’t reviewed my pension in 20 years, and Chris helped me understand the costs and potential benefits of switching providers. His service was excellent—open, honest, and very helpful throughout.
Chris has helped us adapt our finances to changing circumstances, offering excellent advice. His strategy balances our cautious risk approach with good returns & supports us in managing our assets.
Kieran Bradbury
With 20 years of experience in the financial advisory field, Kieran Bradbury is an Independent Financial Adviser who specializes in helping individuals create robust retirement plans, manage investments, and navigate complex tax planning. Kieran is dedicated to providing personalized financial advice, ensuring that his clients feel heard and supported throughout the process. Kieran offers clear and customized investment strategies that align with each client’s risk tolerance and long-term goals. He also helps clients consolidate and review their retirement plans, ensuring a secure future, and provides effective tax planning strategies to minimize liabilities and maximize savings. Having left a large financial services firm to become independent, Kieran now offers impartial advice tailored to each client’s unique needs. His empathetic and patient approach has helped clients overcome challenges such as confusion about investment choices, uncertainty in retirement planning, and managing complex tax scenarios. Kieran has guided many clients toward achieving their financial goals, including helping young professionals accelerate homeownership and early retirement, advising business owners on tax-efficient strategies for purchasing office space, and assisting retirees in restructuring assets for a reliable income stream in retirement.
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These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Thanks to Kieran’s tax planning strategies, I’ve saved a lot and feel more secure for the future. His advice is invaluable.
Kieran helped me navigate complex financial choices with ease. His independent advice gave me confidence in my retirement planning.
Professional, clear, and supportive—Kieran helped me consolidate my pensions and build a solid plan for the future. Fantastic service!
Kieran provided excellent advice for my retirement planning. His patience and expertise made the process easy and stress-free. Highly recommend.
Kieran was straightforward and clear from the start. He explained everything in simple terms, making my financial decisions much easier to understand.
Michael Alan Willgrass
10 years Experience
Michael Willgrass has over a decade of experience in financial services, offering expert advice in wealth management, investment strategies, and tax planning. His extensive background in the sector allows him to guide clients through complex financial decisions, particularly professionals in private equity and finance. Michael is committed to building long-term relationships, focusing on customized, transparent advice that maximizes wealth potential. He holds a BSc in Economics from the University of Sheffield and has also completed leadership training at Harvard Business School, adding to his well-rounded financial expertise.
London-based
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These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Michael is personable, highly responsive, and has built a trusted relationship, boosting our confidence in our long-term finances and laying strong foundations for the future
Michael is informative, always prepared, and very transparent. All our questions were promptly answered, and our experience was extremely positive. We highly recommend him!
Michael provides a 'Rolls Royce' level of service, keeping me informed without feeling overwhelmed. I'm confident my pension is in safe hands.
Michael is informative, prepared, and transparent. He’s made us feel well taken care of. Highly recommend!
Michael consistently provides expert, focused advice, making financial decisions straightforward.
Tim Gosmore
Tim has circa 25 years in the financial services industry and is passionate in delivering bespoke advice coupled with the highest levels of personal service.With a focus on retirement and investment planning, he has a wealth of experience to understand his clients’ needs and provides tailored financial solutions to achieve their goals.
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These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Tim listened carefully and tailored his advice to my needs. He helped me determine how much I could comfortably save, explained everything clearly, and handled all the paperwork.
He listened carefully to my needs and requirements and has provided me with excellent advice, setting up the Juniors Isas that I was hoping for.
The process was open and transparent, and Tim genuinely cared about improving my financial situation. He showed me new possibilities and highlighted areas I’d overlooked. Thanks, Tim!
He has fantastic knowledge and is a great guy!
Tim has been patient and has a guiding hand on the options available. He has taken the time to explain the benefits and risks attached to what is on offer to us, we never felt rushed into a decision.
Myles Deniran
Myles Deniran, DipPFS, Cert SMP, is a Private Wealth Adviser with a strong focus on building long-term, trusted relationships with his clients. Specializing in holistic financial planning, tax optimization, and wealth management, Myles works extensively with financial services professionals, legal professionals, and business owners across various industries. He provides a wide range of services including wealth planning advice for business owners and senior executives, pension consulting, estate and inheritance tax planning, and high-net-worth insurance and mortgage solutions. Additionally, Myles offers customized investment strategies, portfolio construction, and investment manager oversight to help clients achieve their unique financial objectives. Before stepping into his current role, Myles served as a Wealth Business Consultant and held multiple positions over four years with a prominent investment firm. He holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute and a Bachelor of Science in Economics from Birkbeck, University of London. With his extensive experience and qualifications, Myles is dedicated to helping clients secure their financial future through strategic planning and personalized investment solutions.
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These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Myles provides clear, thoughtful advice and always takes the time to understand my financial needs. I trust him completely with my financial planning.
Myles is great! He's super approachable, never pushy, and always makes sure I’m comfortable with my financial choices. Really trust him!
Myles is a trusted adviser who genuinely cares about my long-term goals. His advice is tailored, clear, and practical.
Myles has been awesome—super helpful and always clear. He really gets what I need and makes everything easy to understand.
Myles' professionalism and dedication are second to none. He’s been a valuable resource in helping me secure my financial future.
Ed Enver
I studied Accounting and Finance at Loughborough University, and then embarked on a successful career in Broking. I have a wealth of knowledge and great interest in the worldwide stock markets, which very much forms part of my day-to-day knowledge requirements within my current business.‍I started my business in 2015, after achieving Partner status at St. James’s Place Wealth Management, which is a FTSE 100 financial company in the UK. Now, as the owner and Director of Enver Wealth Management, Partner Practice of St. James’s Place, I work with a broad range of clients from different backgrounds and ages, providing high quality financial advice on various aspects of wealth management. My clients consist of working professionals, business owners, retired individuals, through to footballers and individuals from the entertainment industry.‍My passion is people – and I take great pleasure in building relationships with different individuals. My emphasis is on maintaining a long-term relationship with all of our clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
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These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Ed is fantastic! He breaks everything down simply and always makes sure I feel confident in my decisions.
I’ve worked with Ed for years, and his advice is always clear and honest. I never feel pressured, just supported in making smart choices.
Ed is great—approachable, honest, and always focused on what’s best for me.
Ed’s advice is always clear and honest. I never feel pressured, just supported in making smart financial choices.
Thanks to Ed I was able to retire when I wanted.
Ollie Wilson
I’m Ollie and I love helping people plan for their financial futures. I’m a relaxed and responsive adviser and I take the time to really understand my clients in order to give the most tailored and relevant financial advice. I look to build trusted and enduring relationships with my clients and make every effort to earn the right to be their financial adviser over the long term as priorities will change over time.My route to becoming a financial adviser started with my fascination in the financial world at a young age and formed more fully as I studied for my Economics degree. I went on to have a successful career in the corporate world where I held senior management positions in the Gaming industry. I became a financial adviser in 2021. More recently I was delighted to be named in The Times/ VouchedFor supplement of ‘TopFinancial advisers’ for 2023.
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These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Ollie listened carefully and tailored his advice to my needs. He helped me figure out how much I could afford to save, explained everything clearly, and handled all the paperwork with ease!
Ollie listened carefully to my needs and requirements and has provided me with excellent advice, setting up the Juniors Isas that I was hoping for.
Ollie has been patient and a guiding hand on the options available. He explained the benefits and risks attached to what is on offer to us and we have never felt rushed into a decision.
He has fantastic knowledge and is a great guy!
The process with Ollie was open and transparent. He genuinely cared about improving my financial situation, opening my eyes to new possibilities and highlighting areas I’d overlooked. Thanks, Ollie!
Yas Sheikh
I’m Yasin and I love helping people plan for their financial futures. I’m a relaxed and responsive adviser and I take the time to really understand my clients in order to give the most tailored and relevant financial advice. I look to build trusted and enduring relationships with my clients and make every effort to earn the right to be their financial adviser over the long term as priorities will change over time.My route to becoming a financial adviser started with my fascination in the financial world at a young age and formed more fully as I studied for my Law & Business degree.
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These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Yas is fantastic! He made everything easy to understand and took the time to really listen to my needs. Highly recommend!
I’ve worked with Yas for years—he’s always reliable, and honest, and helps me make the best decisions for my finances.
Yas is great! He’s super down-to-earth and really knows his stuff. Can’t recommend him enough!
Yas is amazing, made everything simple, and took care of all the details. Couldn't have asked for more.
Yas has been very helpful.
Dominic Richards
With an Honours Degree from the University of Worcester and a Diploma in Financial Planning from the Chartered Insurance Institute, Dominic is now is working to achieve Chartered Financial Planner status. His strengths are his ability to listen and understand his clients needs, helping them to understand the value of proper financial planning, and his ability to present his advice in a clear and simple manner. He has guided many of his clients through major life events such as retirement, divorce, or selling a business.
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These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Dominic has been helpful throughout, giving sound advice on my pensions and investments. He’s professional, reliable, and quick to respond. I’d highly recommend him to family and friends.
Dom is trustworthy, knowledgeable, and reliable! He’s been fantastic in guiding us on how to manage our inheritance and life insurance, always ensuring our best interests. Highly recommend!
We recently received fantastic advice from Dominic. He took the time to thoroughly explain the products that suited our needs and provided detailed recommendations.
Dominic provided clear, professional advice on our pension investment. He explained options with market context and answered all questions patiently.
Dominic provided straightforward, easy-to-understand advice with no pressure. When I returned to him due to a change in circumstances, he delivered exactly what I needed. Highly recommend!
Daniel Lowe
Dan is a Diploma qualified Independent Financial Adviser specialising in pension and investment planning.He enjoys engaging with clients to build long term relationships with a focus on creating and implementing a bespoke financial plan which includes helping clients navigate different stages of life and achieve the best outcomes. He is currently working towards Chartered status.Outside of work, he loves spending time with his wife, children and his dog Oppo. He has always enjoyed sport of all kinds, playing golf when he can, running and watching the Formula 1.
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These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Dan has been incredibly helpful throughout the process, providing sound advice on my pensions and investments. He’s professional, reliable, and always responds quickly.
We recently received fantastic advice from Dan. He took the time to explain the products that suited our needs and gave detailed recommendations.
Dan has been incredibly helpful, guiding us with clear, reliable advice on our inheritance. His expertise in investments and life insurance gave us confidence.
Dan provided excellent, clear advice on our pension options, using market trends to help us understand. His calm and friendly approach made everything simple. We highly recommend Dan!
Dan provided clear, straightforward financial advice that was easy to understand with no pressure. A year later, he helped me with a change in circumstances, delivering exactly what I needed.
Lawrence Breese
With an Honours Degree from the University of Worcester and a Diploma in Financial Planning from the Chartered Insurance Institute, Lawrence is now working to achieve Chartered Financial Planner status. His strengths are his ability to listen and understand his clients' needs, helping them to understand the value of proper financial planning, and his ability to present his advice in a clear and simple manner. He has guided many of his clients through major life events such as retirement, divorce, or selling a business.
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These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Straightforward financial advice, explained clearly for anyone to understand. Friendly, no pressure, and when I returned 12 months later due to a change in circumstances, Lawerence delivered
In our sixties, we were unsure about our pension investment. Lawrence, our IFA, explained our options with market trends for context. His calm, clear communication made things easy. Highly recommend.
Trustworthy, knowledgeable, and reliable! He’s been fantastic in guiding us on the best use of our inheritance and life insurance. I trust he has our best interests at heart and is highly informed.
Lawrence provided fantastic service from start to finish, taking time to explain products that suited our needs. He offered a detailed, thoughtful solution in our best interests. Highly recommend!
Lawerence has been helpful every step of the way, offering sound advice on pensions and investments. He’s professional, reliable, and responsive. I’d highly recommend him to family and friends.
Dominique Brown
Dominique started hear career in finance in 2008. Over the last sixteen years Dominique has progressed through the rolls of administrator, Personal assistant, Paraplanner, report writer and now financial adviser. Dominique's experience gives her an excellent understanding of every part of the advice process and allows her to deliver an unparalleled experience to her clients.
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These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Dominique is professional and explained all aspects of the choices I have. Her presentation was very logical and understandable. Dominique is excellent and very responsive.
Dominique was professional and easy to talk to, explaining everything clearly in a way I could understand. My meeting was a pleasant and informative experience. Dominique is lovely to speak with.
I met Dominique this week, and she was excellent—well-prepared, providing clear guidance and advice. I feel confident in our partnership to achieve great financial results.
Dominique was super friendly and explained everything clearly, making it easy to understand. I left our meeting feeling confident about my financial decisions. Highly recommend her!
Dominique was great—approachable and down-to-earth.
Daniel Afan-Williams
Daniel is one of the most experienced advisers on the Trusted Advisor network. Daniel has spent the last fifteen years in financial services. In that time Daniel has worked at Bloomberg, Goldman Sachs and held the Chief Advisory Officer position at a large advisory firm before launching his own company Atlas Wealth.
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These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
I was facing an increasingly complex tax situation due my investments. Daniel created strategies for my employee equity taking into account my goals and tax considerations. I think of him as a partner
Peter
Daniel has been a trusted advisor to me and my family. He's responsive, understanding and extremely professional. Our assets have performed well! I'd highly recommend him.
Akshay
I've worked with Daniel for over two years. He's a patient listener and impressed me with his knowledge, his thoroughness and his infaillible follows ups.
Michael
Dan's been our adviser for about 5 years & he's a pleasure to work with. Dan took a ken interest and genuinely cares. He wants to do a great job for you. We're very happy to recommend him to others
Richard & Tracy
The confidence, professionalism and skill set of Daniel gave me confidence. I'm happy knowing Dan is there to support my children as they become more active investors.
Medhi
Richard Thorne
Richard Thorne is a Private Client Wealth Adviser with over 8 years of experience in the financial services industry, Richard specializes in helping senior city executives and high-net-worth individuals enhance their financial plans to achieve their long-term goals. His expertise spans across comprehensive financial planning, wealth management, and strategic investment advice. Passionate about simplifying financial complexities for his clients, Richard provides bespoke solutions tailored to individual needs, ensuring they have the peace of mind to focus on their careers and personal lives. Richard advises clients on a wide range of financial matters, including pre- and post-sale tax planning for business owners, wealth management for key executives, pension consulting, estate and succession planning, and sophisticated gifting strategies. He also offers customised portfolio strategies that align with his clients' unique financial goals and objectives.
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These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
Working with Richard has been refreshing – he's not just knowledgeable but also genuinely cares about his clients.
Michael
If you're looking for a financial advisor who combines expertise with a personal touch, I highly recommend Richard.
Akshay
I feel privileged to have Richards support. He's a one-stop shop!
Sandy
I trust Richard implicitly, and I am extremely excited to see how Richard can continue to help grow my family’s wealth
Mehdi
Richard has been incredibly helpful and very professional, I'd thoroughly recommend him!
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