Tom's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 38 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 16 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 9 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 13 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 9 )
£100k - £200k ( 4 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in Surrey
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have a pension with Intelligent Pensions and Tom Bostock is my financial advisor
How has Tom Bostock helped you?
We have an annual review and Tom advises me with my investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
They operated very well in the struggles during Covid
Tom:
Many thanks for leaving a review Paul and your kind comments. I have enjoyed getting to know you and hearing all about your golfing adventures. Maybe I will join you for 18 holes some time if I can improve my game slightly! I look forward to our future discussions and helping you manage your finances through retirement. Best wishes.Review
by a verified client in Wiltshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had an early retirement at age 62 due to medical reasons and therefore I needed a plan that would be flexible enough to provide regular income but also leave the option of tax free money along the way.
How has Tom Bostock helped you?
Tom has conducted our annual review, firstly in person and latterly on Zoom, together with our FA Kevin Rhoades of Penmor. Tom is personable and knowledgeable and also keeps up with our personal and family issues.
Have you seen the outcome you were hoping for?
IP have maintained a regular, positive enrichment of my pension fund with careful and competent investment decisions
What could they have done better?
There is quite a long "lead time" for my withdrawal of tax free lump sums but I understand that this is mainly due to the bureocracy within James Hay.
Tom:
Many thanks for taking the time to leave a review Roger, I really appreciate it and am delighted to see that you have been pleased with the service we provide and how we look after your pension funds. I hope you and Elizabeth have a great summer and a wonderful trip to Norway.Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am not a pension expert and he was recommended
How has Tom Bostock helped you?
Plan cash flow for retirement with good review of individual pension characteristics
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Suggested changes questions from first draft report were incorporated in final version
Tom:
Many thanks for taking the time to leave a review Chris. I have enjoyed our discussions over the past few months and hope to have helped provide some clarity around your financial plan as you move into retirement. No doubt we will chat again in the future. Best wishes.Review
by a verified client in Gloucestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My pensions and ISAs were with different providers and I decided to consolidate them with Tom Bostock (Intelligent Pensions). My wife's pension was already managed by Tom and we were very pleased with how this was performing and the advice given.
How has Tom Bostock helped you?
Tom managed the process of consolidation of my ISAs and pensions with Intelligent Pensions.
Have you seen the outcome you were hoping for?
Yes, my ISAs and pension have been successfully transferred and advice given with respect to management of risk and inheritance tax planning.
What could they have done better?
Nothing I can think of.
Tom:
Many thanks for taking the time to leave a review Nigel. It has been great getting to know you and Stephanie and I look forward to our future meetings and discussions.Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Tom Bostock helped you?
Investment performance
Have you seen the outcome you were hoping for?
Not really
What could they have done better?
Investment growth
Tom:
Many thanks for taking the time to leave a review Tony, I really appreciate it. We have been through some tricky periods re investments and financial markets over the past few years and we strive to do our best to guide you through this. I would always be happy to have an ad hoc catch up or chat at any time if that would be helpful.