Tom's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 33 )
Retirement income (annuities, drawdown) ( 21 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 8 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 11 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 8 )
£100k - £200k ( 4 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in Surrey
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for the future as I approached retirement age
How has Tom Bostock helped you?
Having an annual review of both my personal circumstances and the performance of my pension provision gives valuable insight into what the future might hold, such as any of us can really know what lays ahead!
Have you seen the outcome you were hoping for?
Over the period of time I am happy with the results
What could they have done better?
Well it can always be better, but I think a 6 month review might be more appropriate as I am getting older, but to be fair I am sure Tom would do it if I requested.
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to consolidate old pensions
How has Tom Bostock helped you?
Yes very helpful
Have you seen the outcome you were hoping for?
Yes, although early days as of yet
What could they have done better?
Nothing
Tom:
Thank you Jason, 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. If you ever have any questions or need further guidance, please don’t hesitate to reach out. I look forward to continuing to support you in achieving your financial goals!Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I reached the age of 55 I required some specialist advice in planning for my retirement and how best to utilise my pension options.
How has Tom Bostock helped you?
After supplying Tom with some background information, he was able to clearly explain with the help of data analysis and projections just how my financial future was potentially stacking up and this gave me the ability to plan how I wanted to use my various pension pots most effectively.
Have you seen the outcome you were hoping for?
Although it is still early days, so far the outcome is very favourable and I am happy with the overall plan we have in place. I have already recommended Tom to other friends and they are also very happy with his service and professionalism.
What could they have done better?
The entire process has been very easy so nothing in my opinion could have been done better.
Tom:
Thank you very much for taking the time to leave a review Donna. I really appreciate you takng the time to share your feedback. It has been great getting to know you and helping you consider your options as you move towards retirement. If you ever have any questions or need further guidance, please don’t hesitate to reach out. I look forward to continuing to support you in achieving your financial goals!Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My Financial adviser recommended I.P.
How has Tom Bostock helped you?
Tom has helped me on Inheritance Planning, Retirement income
Have you seen the outcome you were hoping for?
I Think so
What could they have done better?
I am very happy with the service from Tom and I.P.
Tom:
Many thanks for taking the time leave a review Chris, I really appreciate it. I am pleased to see that you have been happy with the service we provide and how we look after your pension funds. I look forward to our catch up in a few weeks time. Best wishes.Review
by a verified client in Surrey
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed my various pensions and funds to be looked after in one place
How has Tom Bostock helped you?
Tom has continued on from earlier Intelligent Pensions advisers in providing clear and comprehensive advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can think of
Tom:
Many thanks for taking the time leave a review Peter, I really appreciate it. I am delighted to see that you are pleased with the service we provide and how we look after your pension funds. I have enjoyed getting to know you and Sally and look forward to our future discussions and meetings. Best wishes.