Toby's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 4 )
Pensions ( 31 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 38 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 20 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 44 )
Financial Mentoring ( 9 )
Financial Coaching ( 6 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 8 )
£100k - £200k ( 4 )
£50k - 100k ( 2 )
Up to £50k ( 6 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Repeat review
by a verified client in Devon
2 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Toby Evans helped you since your last review?
So much valuable financial advice a lot of which we hadn’t even considered.
Repeat review
by a verified client in Dorset
3 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Toby Evans helped you since your last review?
We live in interesting and troubling times with continued market turmoil, and the new incumbent in the White House is certainly stirring things up on a global scale. I therefore went into my recent half yearly financial review with Toby with some trepidation. I needn’t have worried, Toby was able to show me sound historic examples where the markets fell faster and further, the associated recovery times and the long-term growth trends. Wouldn’t it be great to be able to get out before the falls and jump back in at the bottom of the market, but this is the stuff for dreamers and speculators, for the rest of us diversity and astute targeting is the best hope of weathering the storm and coming out the other side in a better position. Toby’s clear explanation of where and why my portfolio is invested was again useful and reassuring. Toby using some excellent modelling software to illustrate stress testing of my portfolio and the related impact on my potential lifetime drawdown prospects was also comforting. Plus, Toby ensured I have in place a short-term alternative income source for the times when deferring drawing from investments will enhance future prospects. I left our meeting better informed and much more upbeat thanks to Toby’s clarity, transparency and professionalism.
First impression
by a VouchedFor user
3 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Toby
Toby has been great from the start with a calm and reassuring fisrt conversation then a meeting. We went through an indepth discovery meeting and came away feeling happier about knowing where we stand with our current position, where we are heading and how he can help us improve that in both the short and long term. I am very much looking forward to working with Toby knowing I have that reassuring and sound advice when I need it!
Toby:
Thank you so much, Sam, for your generous and thoughtful review — I really appreciate you taking the time to share your experience. It’s great to hear that our initial conversations left you feeling more at ease and better informed about your financial position. The discovery meeting is such an important part of the journey — it allows us to take a clear, in-depth look at your current situation and explore what’s possible going forward. I’m delighted you came away from it feeling more confident about both the short- and long-term picture. Providing calm, honest, and independent advice is at the heart of what I do, and I’m so pleased you’ve found that reassuring. Financial planning should always feel like a partnership — one where you’re listened to, supported, and fully understood. I’m very much looking forward to working with you in the months and years ahead. Best Wishes, Toby Evans Independent Financial Adviser Toby Evans Financial Planning Ltd toby@tobyevansfinancialplanning.co.ukReview
by a verified client in Dorset
3 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My late friend left me an unexpected lump sum 2yrs ago
How has Toby Evans helped you?
Yes Toby has been brilliant and that is why I will continue to seek his advice. It was so lovely what my dear friend did, but it was still a big shock for me emotionally. At the time I just needed it to be put to one side whilst I dealt with his loss. I realised that it needed to be invested properly. By finding Toby and getting his advice took away a lot of the above stress. We have put together a long term financial plan which I am totally happy with.
Have you seen the outcome you were hoping for?
Yes absolutely. Thank you Toby
What could they have done better?
Nothing
Toby:
Thank you so much, Justine, for your heartfelt and generous review — it genuinely means a great deal. I was very sorry to hear of the loss of your friend, and I completely understand how overwhelming it can be to receive a financial windfall during such an emotional time. I’m so pleased to have been able to support you in a way that helped ease the pressure and allowed you the space to process everything in your own time. Your kind words really highlight what I aim to do for all my clients — provide not just financial guidance, but peace of mind when it’s needed most. I’m glad we’ve been able to put together a long-term plan that you feel completely comfortable with. Making sure that your investments reflect your goals, values, and emotional context is always my priority. Thank you again, Justine, for your trust and continued confidence. It’s a privilege to work with you, and I look forward to being by your side as your financial plan unfolds over the years ahead. Best Wishes, Toby Evans Independent Financial Adviser Toby Evans Financial Planning Ltd toby@tobyevansfinancialplanning.co.ukFirst impression
by a VouchedFor user
3 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Toby
Very professional an extremely informative meeting .
Toby:
Thank you so much, Andrew, for taking the time to leave such a kind and concise review — I really do appreciate it. I’m very pleased to hear that you found our meeting both professional and informative. That’s always my aim: to create a clear, comfortable environment where we can explore your goals and financial position in depth, without jargon or pressure. Good financial planning should feel like a conversation — one that brings clarity and confidence. Whether it’s helping clients prepare for retirement, make sense of pensions and investments, or simply feel more in control of their financial future, I take pride in offering personalised, independent advice that’s grounded in trust and long-term thinking. It was a pleasure meeting you, and I’m looking forward to supporting you as things develop from here. Best Wishes, Toby Evans Independent Financial Adviser Toby Evans Financial Planning Ltd toby@tobyevansfinancialplanning.co.uk