Finding a financial planner

RegoR

Advice, please…..

I was with Nationwide for many years investing in stocks and shares some in ISA’s, then everything was transferred over to Aegon later, in that time I have left Aegon to look after my investments and feel they have done reasonably well  (I pay them to keep an eye on things, they appear to be doing ok so hopefully I have done well,)

My financial advisor has said I should sort out my investments etc to protect from CGT & IHT and has recommended seeing one of his colleagues at Origen.

Having read the reviews on Trustpilot I’m a little unsure if it’s good or not.

( 5-star=62%..4=3%.3=3%1-star=32% )

That may be considered a good score but I don’t know…

Do I keep everything under the umbrella of Aegon & Origen.
What is the best way to go about finding a Capital Gains Tax / Ineritance Tax  Planner, what should I look for, what scores should I expect to see.

Thanks