Thomas Schofield

What were the circumstances that caused you to initially look for an adviser?

Following Thomas work with the pension scheme in my company, i decided to have Thomas take care of my own investments

How has Thomas Schofield helped you?

Thomas helped me shape my planning as well as build a diversified investment portfolio that met my ethical investment needs.

Have you seen the outcome you were hoping for?

not yet, as it is a long term plan

What were the circumstances that caused you to initially look for an adviser?

I was approached by Tom and his team while he was at Ablestoke, and although in the past I declined such approaches, I felt that I was now at the right stage of my life to look more closely at my finances with the help of a professional

How has Thomas Schofield helped you?

He pointed me to the right pension, insurance and investment products to maximise the value of my capital

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I honestly can't tell at this stage, perhaps in a year or two I can provide an answer

What were the circumstances that caused you to initially look for an adviser?

Managing money through the pandemic

How has Thomas Schofield helped you?

Organising equity release to help me through the pandemic

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Sped up actions from the pension supplier

Please provide a brief comment about your experience with Thomas

Thomas' friendly, personable approach makes you feel like a valued customer, no matter your salary. He takes time to get to know your situation and works out a plan that best fits your needs - would definitely recommend.

What were the circumstances that caused you to initially look for an adviser?

I wanted some advice on how to get to where I wanted to be in my pension pot as quickly and as smartly as possible and my previous pot had not been performing as well as I had hoped.

How has Thomas Schofield helped you?

Tom was able to walk me through my options after first understanding what I needed. He was able to explain these options in a clear way that I could understand and therefore make the correct choices.

Have you seen the outcome you were hoping for?

Tom has kept us appraised on the progress on the pension investment and so far things have performed well.

What could they have done better?

I have been happy with the service and support received from Tom to date. At this point there isn't anything I would have wanted him to have done better.