"Expensive mistake"

The advisor was friendly, thoughtful and down to earth. Discussed my needs and produced a recommendation report with some sensible advice about my pension and investments. No gripes with the advice aside from the projected returns, minus the fees they would have charged, which were extremely modest. I decided not to proceed with The Private Office to implement the advice so they sent me an invoice for £7,020 - which seems a lot of money for a straightforward recommendation report - and threatened to pass my debt to a debt collector if I didn't pay.

"Terrible costly experience"

Terrible experience. They delayed implementation of my pension sharing order by sitting on paperwork Scottish Widows needed.
Chose them as they said they’d help me through the process!
If they made a basic error like this costing me thousands and untold stress how could I trust them. Adviser is David Dodgson

The Ombudsman ruled in their favour as I opted not to take advice as I no longer had any faith in them. TPO were legally allowed to take 3850k despite just advice given in 10/2020 outlining what they could provide and then putting pension sharing in Investacc cash account. So legally they took the fee but morally it is poor practice. A responsible professional organisation would have adjusted the fee to reflect the service actually provided.

Again as they are financial advisers not legal body the Ombudsman found in their favour on the delayed pension sharing order. I naively trusted David when he said he’d help me with the paperwork but TPO didn’t. David didn’t realise they already had the paperwork needed to progress the order. I eventually identified this and yet they deal with this every day.

BEWARE

Can’t manage to leave a review on their own site where there all glowing- umm. I note they say can use vouched for not trust pilot but will try that now.

"Had a great initial consultation"

Had a great initial consultation, but then completely ghosted us...