Tom's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 2 )
Pensions ( 5 )
Retirement income (annuities, drawdown) ( 1 )
Auto Enrolment ( 1 )
Investments and Savings ( 6 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 2 )
Financial Mentoring ( 1 )
Financial Coaching ( 2 )
Reviewers' assets
£100k - £200k ( 3 )
Up to £50k ( 1 )
Review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I need some help with my pensions & investments
How has Tom Richardson helped you?
He has helped me in consolidating my various pensions into one manageable pot. He also helped me in assessing my attitude to risk and investing my funds into the right funds for capital growth.
Have you seen the outcome you were hoping for?
Yes, immediately!
What could they have done better?
Nothing! happy with the advice & service so far!
Review
by a verified client in Surrey
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I recently retired and wanted financial advice towards my later life and how I might be able to afford future care costs.
How has Tom Richardson helped you?
A good understanding of my options and where he might be able to support me.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
No.
First impression
by a VouchedFor user
2 years ago
Overall
Please provide a brief comment about your experience with Tom
Tom was very thorough and explained things where needed.
Review
by a verified client in Berkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to understand if my savings could be doing more for me and If I was doing the right thing!
How has Tom Richardson helped you?
He helped coach me on the principles of investing and I had a greater understanding of where I might be able to save better. He was a great help!
Have you seen the outcome you were hoping for?
Yes I certainly have a better understanding of different products and how I can get a better return on my cash!
What could they have done better?
N/A
Review
by a verified client in London
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was buying a house in London and needed a rather complex Mortgage. Tom also advised Insurance following this.
How has Tom Richardson helped you?
He was able to work very quickly to get me the mortgage I required.
Have you seen the outcome you were hoping for?
Absolutely in a timely manner.
What could they have done better?
More awareness! I didn’t know about SJP before meeting Tom