Tom's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 48 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 19 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 11 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 17 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 11 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in Hampshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
consolidation of pension pots
How has Tom Bostock helped you?
useful and pragmatic advice
Have you seen the outcome you were hoping for?
decent so far
Tom:
Many thanks for taking the time to leave a review Celia, 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. It has been great getting to know you and I have enjoyed our conversations in recent years. I look forward to helping you manage your finances as you move into retirement. Best wishes TomReview
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to sort how to use pension funds
How has Tom Bostock helped you?
Asked me good questions to help me make good choices.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure
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?
Merging a pension
How has Tom Bostock helped you?
Given me good clear advice on my pension
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing to improve on
Tom:
Many thanks for taking the time to leave a review Alastair, I really appreciate it. It is great to see that you have been pleased with the service we provide and how we look after your pension fund. I look forward to out future chats and hearing about your plans as you slow down with work and move towards retirement. Best wishes TomReview
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help me navigate the “pensions mine field ”
How has Tom Bostock helped you?
I have received nothing but 1st class service from Intelligent Pesions Ltd . My allocated financial planner Tom always responds to any requests quickly and efficiently in a personable manner. Would highly recommend.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Don't believe they could have!
Tom:
Thanks very much for your positive review Martin. This really helps both me personally and our business more widely. I look forward to our future chats and helping you manage your finances as you move thorugh retirement. Best wishes TomReview
by a verified client in Middlesex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing advice relating to my private pension.
How has Tom Bostock helped you?
Has helped with investing and drawdown.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Have been satisfied with the outcome.
Tom:
Many thanks for taking the time to leave a review, Ruth. I really appreciate it and am pleased to see that you’re happy with the service we provide and the way we look after your funds. I’ve very much enjoyed our meetings and discussions and look forward to continuing to support you with the management of your finances in the years ahead. Best wishes Tom