Tom's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 56 )
Retirement income (annuities, drawdown) ( 36 )
Investments and Savings ( 21 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 13 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 21 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 14 )
£100k - £200k ( 6 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
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?
Age related challenges.
How has Tom Bostock helped you?
Straight forward advice.
Have you seen the outcome you were hoping for?
So far yes.
What could they have done better?
N/A
Tom:
Many thanks for taking the time leave a review Daren. I have enjoyed getting to know you and am pleased to see that you are happy with how we look after your pension funds and report back to you. I will pick up with you separately with respect to queries around your wider finances, away from your pension funds, to see if we can help and provide any additional advice.Review
by a verified client in Berkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to put all my work pensions into one pot
How has Tom Bostock helped you?
Gave me advice and set this all up for me.
Have you seen the outcome you were hoping for?
Yes, really happy with how the pension has been performing.
What could they have done better?
Nothing. Tom has been brilliant.
Tom:
Thanks David, I really appreciate you taking the time to share your feedback. I am pleased to hear that you have been happy with how we look after your funds and report back to you. I look forward to our future conversations and helping you manage yorur finances over the coming years.Review
by a verified client in West Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Original pension was not performing well so took advice from my financial advisor who recommended Intelligent pensions.
How has Tom Bostock helped you?
By giving annual pension advice which is detailed and insightful.
Have you seen the outcome you were hoping for?
Absolutely, I have seen my pension grow year on year and has facilitated early retirement.
What could they have done better?
Nothing as far as I'm concerned.
Tom:
Many thanks for taking the time to leave a review Paul. I really appreciate it. It has been great getting to know you and helping you mange your finances in retirement. I look forward to our future discussions. Best wishes.Review
by a verified client in Middlesex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning - many years ago - & I have stayed with / been consistently well advised by Intelligent Pensions, represented for a number of years by Tom.
How has Tom Bostock helped you?
General advice overall & most recently, my transition out of work & towards retirement - including collation of pension funds & other investments to allow for detailed financial planning & confidence / reassurance re my overall position
Have you seen the outcome you were hoping for?
yes - thank you
What could they have done better?
n/a
Tom:
Thanks so much for your review Sarah. I have really enjoyed our chats over the past few years and am pleased to hear that you have been happy with our service, how we manage your funds and helped you consider your options with respect to finances as you move into retirement.Review
by a verified client in Hampshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Tom took over from Steve who retired.
How has Tom Bostock helped you?
Good sound advice on dealing with my Mothers pension before and after she had to move into residential care.
Have you seen the outcome you were hoping for?
Yes, all in a timely manner
What could they have done better?
Nothing comes to mind
Tom:
Many thanks for taking the time to leave a review Helen. I am pleased to hear you have been happy with how we have have looked after your Mum's pension funds and made these available to meet her care fees in recent years. I wish you and your Mum all the best for the coming years and remain on hand to answer any further questions you may have around pensions or wider finances. Best wishes Tom