Thomas's reviews
Reviewed for
Insurance and Protection ( 119 )
Mortgages ( 82 )
Pensions ( 210 )
Equity Release ( 29 )
Retirement income (annuities, drawdown) ( 131 )
Auto Enrolment ( 4 )
Investments and Savings ( 220 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 119 )
Long Term Care ( 54 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 108 )
Financial Mentoring ( 38 )
Financial Coaching ( 21 )
( 1 )
Reviewers' assets
£500k+ ( 87 )
£200k - £500k ( 26 )
£100k - £200k ( 16 )
£50k - 100k ( 10 )
Up to £50k ( 14 )
( 3 )
Review
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been a client of Thomas' for over 25 years from mortgage applications through to financial planning
How has Thomas Dickson helped you?
Mortgage advice Pension and ISA planning IHT Financial planning
Have you seen the outcome you were hoping for?
yes
What could they have done better?
no
Review
by a verified client in West Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting expert knowledge and advice re our finances throughout retirement; particularly should the pension holder die first.
How has Thomas Dickson helped you?
Thomas has helped us see and understand exactly how we are situated from year to year, and how to make the best use of our assets now - at the same time as ensuring we are catering for possible long term care (God forbid!) Thomas has also flagged up importance inheritance issues.
Have you seen the outcome you were hoping for?
Yes, every year we can see clearly where we are and what provision is in place for future worst case scenarios.
What could they have done better?
Absolutely nothing.
Thomas:
Thank you so much for your wonderful feedback. It’s been a real pleasure working with you both over the years and helping you plan with confidence for the future. I’m delighted to hear you feel clear about your finances and the options available to you — that’s exactly what we aim for. Thanks again for taking the time to share your experience and for your trust in us.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Thomas
Working with Tomas and the team was stress free and highly useful. The team were very disciplined in trying to understand my needs and build the plan that was aligned to those needs. It was highly detailed and we could tweak things through the process to ensure that I had the right financial plan for me. What's more, the team are simply great people to work with.
Thomas:
Thanks for this great feedback. Very pleased you enjoyed the whole planning process and found it so useful. Very happy to help you at this critical next stage of life / career!Review
by a verified client in West Sussex
5 months 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
Thomas:
Thank you so much for your lovely feedback. I’m really pleased to hear you feel confident about your finances and able to live well now and in the future — that’s exactly what good planning should achieve. It’s been a pleasure supporting you on that journey, and I truly appreciate your trust and kind words.Review
by a verified client in Berkshire
5 months 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.
Thomas:
Thank you for your kind words and for your trust over so many years. I really value our long-standing relationship and I’m glad you’ve found the advice clear and supportive. And totally appreciate you need the space to make your own decisions!