Toby Evans

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.

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.

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!

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

Please provide a brief comment about your experience with Toby

Very professional an extremely informative meeting .