Tommy's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 2 )
Retirement income (annuities, drawdown) ( 1 )
Pension Transfers - Non Specialist ( 1 )
Reviewers' assets
Up to £50k ( 1 )
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to talk to someone to know if my pensions where on track for when I eventually retire
How has Tommy Hong helped you?
Tommy spent many hours helping to understand my finances, my appetite for risk and what I wanted when I retired
Have you seen the outcome you were hoping for?
Yes, perfect
What could they have done better?
Nothing, Tommy was punctual, professional and kept to his word and time scales when reviewing my information
Tommy:
Thank you for your review. I’m glad we could spend the time to clarify your finances, risk appetite and retirement goals, and that you were happy with the outcome. Always here if you need anything further. Best, TommyReview
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension maturing, do wanted to take 25% tax free cash, which then meant I had to move remain amount into a drawdown account
How has Tommy Hong helped you?
Gave me advice on what the investment options were on my remaining cash sum, Giving all the options available to invest into a plan that was best for myself Explaining all tax issues that could occur going forward, inheritance issues etc
Have you seen the outcome you were hoping for?
I happy with the outcome
What could they have done better?
I happy with the process and service Tommy supplied
Tommy:
Thank you for the review, I appreciate the kind words. It’s great to hear you’re happy with how things have been handled. Best, Tommy