While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more
To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more
Financial planning to help you do the things you choose and support the people you love. This doesn't just mean pension, investment or insurance advice. A financial plan considers how well your current wealth and savings meet your future goals and objectives. As each client will have different circumstances and priorities, so each plan will be unique. Our adviser Sarah says " I help clients manage changes in their lives such as retirement, divorce, investing a legacy or planning business succession. Creating a financial plan ensures people feel secure about the future and I give advice on protection, pensions, investments and estate planning". We have advised clients from all walks of life and levels of wealth including business owners, higher earners, retirees and people heading for retirement, single individuals and families. We help people from just setting out in life through to family groups spanning three generations with grandparents setting money aside in trusts for grandchildren. Financial planning has several stages and we will let you take the time you need at each step. Unless you ask us, we will not press you to move forwards but wait for you to be confident both in us and the advice we offer.
United Kingdom
I need to pass on what a great IFA Sarah Woodfield has been to me. She is concise and precise, so you know exactly what her advice is. She is pleasantly spoken, and very professional, and her advice has been first class. Sarah is highly recommended by me, and that is not something I give out lightly. Searching for an IFA, look no further than Wealthstream Ltd.
Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.
Companies can ask for reviews via automatic invitations. Labeled Verified, they’re about genuine experiences.
Learn more about other kinds of reviews.
We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.
Learn about Trustpilot’s review process.
Here are 8 tips for writing great reviews.
Verification can help ensure real people are writing the reviews you read on Trustpilot.
Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.
