Tom's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 14 )
Pensions ( 79 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 39 )
Auto Enrolment ( 3 )
Investments and Savings ( 77 )
Pension Transfers - Non Specialist ( 33 )
Inheritance Planning ( 24 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 42 )
Financial Mentoring ( 8 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 16 )
£100k - £200k ( 13 )
£50k - 100k ( 4 )
Up to £50k ( 4 )
( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Cambridgeshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I felt I needed a longer term cohesive and balanced financial plan, one that modelled my, and my family's, future to get a clearer overall picture of our finances. I had a financial adviser (wealth manager) of sort, but I did not feel that they or their company were being particularly proactive or providing an especially personalised service. I spoke to several IFAs and Tom and Orca wealth stood out as a company that would bring a very personal and conscientious approach.
How has Tom Morgan helped you?
Tom has modelled our financial future, has listened to our goals and has looked at us as a family and what we'd like to achieve in our financial journey, tailoring solutions that err on the side of caution, while having the potential for better gains according to our risk appetite.
Have you seen the outcome you were hoping for?
Still very early days, but I'm very hopeful that we will. Already the level of analysis has been far better than anything we have experienced before, and this is so refreshing - it has opened my eyes!
Tom:
Peter, Thank you so very much for taking the time to leave such a kind and positive review. Myself and the team here at Orca are so pleased to see we have rekindled your faith in what Financial Planning should be all about and how valuable it truly is. I must commend your action also, you have taken some brave steps with our advice and I'm confident this will move you closer towards the peace of mind your family seek. To hear that it was the result of our financial planning work that gave you the confidence to take those big steps is music to my ears. We look forward to helping you for many more years to come. Tom and the team at Orca Wealth.Review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Could I afford to retire?
How has Tom Morgan helped you?
He has clarified my financial situation for me and supported me through every stage of my retirement
Have you seen the outcome you were hoping for?
Yes - and I now have confidence to proceed
What could they have done better?
Nothing- all my queries were answered promptly and with patience
Tom:
Lesley, thank you so much for your kind review, I'm so glad to read you feel on track for your retirement goals. It has been my pleasure working with you and helping you retire and now I'm glad to see you enjoying your new found time! Keep enjoying! See you soon, Tom.Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have a reasonably large and diverse range of investments across all asset classes that required more and more of my time to control, so I turned to Tom for help in consolidating and managing the portfolio.
How has Tom Morgan helped you?
Tom has always sought to provide the optimum mix of good returns and low costs and he does so in a clear, concise and transparent way. Tom has helped me to consolidate and reduce my portfolio, reducing my costs and simplifying my financial affairs, albeit there is more work do to in the coming years!
Have you seen the outcome you were hoping for?
yes, so far I am very happy with the outcome
What could they have done better?
Nothing springs to mind
Tom:
Paul, thank you for taking the time to leave such a positive review. I'm pleased to here you are happy with the service so far, as you say I think there's more for us to do and more value we can add to you so I look forward to working with you long into the future.Review
by a verified client in Oxfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to consolidate pension and savings.
How has Tom Morgan helped you?
Moved pension and savings to flexible platform in support of financial plan for retirement.
Have you seen the outcome you were hoping for?
Yes
Tom:
Patricia, thank you for leaving such a kind review. Very much appreciated and I look forward to seeing you soon. Regards, TomReview
by a verified client in Oxfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A number of years I needed to consolidate a number of pension plans and have been using Tom since that time.
How has Tom Morgan helped you?
Tom has helped consolidation of disparate pension plans and savings products in preparation for retirement.
Have you seen the outcome you were hoping for?
I am very happy with the pension and savings products and the platform that I now utilise.
Tom:
Thank you Rob, appreciate the kind review and look forward to continuing to help in years to come as you enjoy a well deserved retirement. Tom