Tom Heaword

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

I have recently sold my property with no onward chain as I’ve moved in with my partner, I wanted to explore the most effective ways of saving and growing my money.

How has Tom Heaword helped you?

Tom has provided a wealth of knowledge in such a simple format, I have no experience of investing whatsoever so I was nervous to begin with. He was able to explain investing and the use of investing platforms in such a simplified way that I now feel confident in my decision to invest and comfortable in knowing that I have Tom there for guidance and support throughout, he’s been absolutely fantastic!

Have you seen the outcome you were hoping for?

I am currently at the beginning stages of investing so I am yet to see the outcome, my family members have also invested with Tom and are seeing positive outcomes in their investments which gives me the confidence in my own.

What could they have done better?

Nothing, I honestly couldn’t fault toms professionalism and personable approach, no question was too silly and he allowed me to have my questions answered whenever they arose! As someone who was not blessed with a financial mindset he has made me feel a lot more at ease and has given tips on how to allow my money to work better for me and my future.

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

Poor performance of typically available ISAs.

How has Tom Heaword helped you?

He helped me get the best performance out of my savings, based on when I need them, my level of risk and where I am happy with my money being invested.

Have you seen the outcome you were hoping for?

Yes, savings now set up.

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

Due to a change in job, I no longer had life insurance or income protection cover.

How has Tom Heaword helped you?

Tom was very helpful in explaining all the different life protection and insurance options. He guided me through the process, advised on what cover I would benefit on and found a good solution within budget.

Have you seen the outcome you were hoping for?

Yes! I now have good income protection cover and critical illness care cover.

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

Desire for optimum use of savings

How has Tom Heaword helped you?

Arranged a suitable stocks and shares ISA

Have you seen the outcome you were hoping for?

We now have a system in place yes.

What could they have done better?

Nothing.

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

I needed an advisor to help me set up a private pension through my limited business

How has Tom Heaword helped you?

Tom provided detailed and personalised advice and really took the time to find out what I was looking for and my requirements. He was very attentive and helped me find a suitable fund and ensure everything was set up correctly.

Have you seen the outcome you were hoping for?

Yes, I feel much more comfortable with pensions and investment decisions after the time Tom put into our conversations and his recommendations were backed up at all times.