Toby's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 1 )
Pensions ( 28 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 10 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 23 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 10 )
£100k - £200k ( 4 )
£50k - 100k ( 3 )
Up to £50k ( 4 )
Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term financial planning
How has Toby Winyard helped you?
Toby gave excellent advice and a range of options for my financial future with a clear path going forward.
Have you seen the outcome you were hoping for?
Yes. It's too early to tell how well the recommended path performs but considering the complex situation I'm in, Toby made every effort to find me the best solution.
What could they have done better?
Not much!
Toby:
Clive, thanks for taking the time to leave me some feedback and i am pleased to see i have been able to add some value. Your situation will be ever changing and i look forward to helping you navigate the right course as the years go by. Here's to 2025 and beyond!First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Toby
Toby is amazing! Very patient, understanding and clearly very knowledgeable
Toby:
Heather, many thanks for takin the time to review me and I am very glad I have been able to make things simple to understand and give you a real lan for the future. I hip this has removed some of the unknown. It's been a pleasure getting to know you and I hope we can work together moving forwardsReview
by a verified client in Lanarkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Upon imminent service termination from the armed forces, I attended a military sponsored financial planning resettlement workshop which was expertly facilitated by Toby Winyard, hence my follow-up engagement as a client with Lester Brunt Wealth Management.
How has Toby Winyard helped you?
Provided clear, honest and targeted financial advice and guidance in relation to my long term savings and investments, and how best to balance my immediate financial portfolio across personal, business and pension income streams.
Have you seen the outcome you were hoping for?
Too early to comment.
Toby:
Ross, many thanks for taking the time to complete a review, it is always nice and helps others get a feel for how i work. I have very much enjoyed working with you over the last few years and trust this continues into the future. All the best and i look forward to catching up with you soon.Review
by a verified client in London
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was conscious that the pensions I'd set up in my youth had been sailing themselves for sometime. I was almost certain they could have been working harder for me.
How has Toby Winyard helped you?
Toby has taken the time to thoroughly understand both my personal and financial circumstances. His deep knowledge of savings and investments has been invaluable, and he has guided me through a complex financial landscape with exceptional patience and confidence.
Have you seen the outcome you were hoping for?
Absolutely. With Toby’s help, I’ve gained a clear understanding of the available financial products, including their risks and returns. Together, we’ve crafted and implemented a tailored financial plan to maximize my investments for the foreseeable future.
What could they have done better?
I really can't fault either his personal service or professional approach.
Toby:
Martin, many thanks for taking the time to do a review it is always appreciated. Also thank you very much for the kind words and the feedback on what I do well (or badly) is always appreciated. I am looking forward to working with you in the coming years.Review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to get on top of our finances holistically in the short and long term and wanted some independent and qualified advice to look at it and advise
How has Toby Winyard helped you?
Toby has been excellent, he was recommended by a family friend. Toby is not only friendly and easy to do business with, he provides well informed and evidenced advice which he can explain to those with financial expertise and those (like us!) with less - Toby's advice has benefited us in many different areas across our finances and we would be happy to recommend him to anyone.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Toby:
Katy, many thanks for the kind words and it has a been a pleasure to work with you as well. Here's to the future!