Thomas's reviews
Reviewed for
Insurance and Protection ( 118 )
Mortgages ( 82 )
Pensions ( 209 )
Equity Release ( 29 )
Retirement income (annuities, drawdown) ( 130 )
Auto Enrolment ( 4 )
Investments and Savings ( 218 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 117 )
Long Term Care ( 53 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 106 )
Financial Mentoring ( 37 )
Financial Coaching ( 21 )
( 1 )
Reviewers' assets
£500k+ ( 86 )
£200k - £500k ( 26 )
£100k - £200k ( 16 )
£50k - 100k ( 10 )
Up to £50k ( 14 )
( 3 )
Review
by a verified client in West Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing a private pension
How has Thomas Dickson helped you?
In numerous ways...the core of it is helping me be confident about my finances, and planning so I am able to live well now and into the future.
Have you seen the outcome you were hoping for?
Absolutely and more.
What could they have done better?
It's a holistic service...100% satisfied
Review
by a verified client in Berkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
20 years ago I needed one
How has Thomas Dickson helped you?
Calm, logical advice + left me to my own devices where needed⁵
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Don't know.
Review
by a verified client in Angus
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Business management
How has Thomas Dickson helped you?
Personally and businesswise;management of investments and longterm planning
Have you seen the outcome you were hoping for?
yes
What could they have done better?
I find the paperwork tricky; with emails coming from different sources
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?
Looking to plan for future, when to sell practice and how
How has Thomas Dickson helped you?
Forecasts with different sale options
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Berkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to get my finances in order with someone who could provide a global view
How has Thomas Dickson helped you?
Helped me understand what our net worth is and when to sell our business
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Thomas:
Delighted you feel there's nothing else we could have done better! We should use your words in our marketing as it pretty much sums up what we do..... "Help clients get their finances in order, provide a global view, understand what their net worth is and figure out when to sell their business!" Really appreciate the review and the five stars. We're looking forward to working with you for many years to come.