Tara's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 63 )
Retirement income (annuities, drawdown) ( 42 )
Investments and Savings ( 74 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 30 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 62 )
Financial Mentoring ( 7 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 25 )
£100k - £200k ( 8 )
( 1 )
£50k - 100k ( 2 )
Review
by a verified client in Worcestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a good sum of money to invest and needed advice about planning for the future and maximising its potential
How has Tara Wood helped you?
Tara has clearly discussed and identified my options and provided excellent advice
Have you seen the outcome you were hoping for?
Yes
Tara:
Thank you for super review Ros! Kind of you to take the time. Pleased to read that you're happy with everything.Review
by a verified client in Gloucestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term planning as over 50.
How has Tara Wood helped you?
Annual reviews and guidance on minimising tax implications from savings and pensions.
Have you seen the outcome you were hoping for?
Ongoing
Tara:
Thank you for the super Anil. Much appreciated!Review
by a verified client in Worcestershire
2 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
Review
How has Tara Wood helped you?
She as helped me understand my finances better. I fully trust her advice. I know I can ring her at any time.
Have you seen the outcome you were hoping for?
I’m pleased with things as specially the way the world is at the moment.
What could they have done better?
No sure Tara could have done any better
Tara:
Hi Mark. It was good to catch up with you recently. Thank you for the lovely review!Review
by a verified client in Wiltshire
3 months ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Found managing investments stressful ,wanted long term planning. .wanted all our savings in one place
How has Tara Wood helped you?
Taken all the stress out of our financial planning. Given information and advice about inheritance tax. Gently pointing out where we could simplify our everyday savings but insuring we had available money for holidays etc.Tara always makes us feel we are important clients.
Have you seen the outcome you were hoping for?
After a very poor economic start our savings have stabalised.
What could they have done better?
We had a poor start as we had a long wait for our enquiry, and I had re invested my money.since then communication has been good.,
Tara:
Thank you for the review Sandra! Always a pleasure talking with you and Derek.Review
by a verified client in Berkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client of Cheltenham IFA for over 20 years and with Tara for almost half this time. I have had professional advice since the failure of Equitable Life.
How has Tara Wood helped you?
She has reduced my tax bill & clarified the role of ISAs in my strategy. Most recently she advised restructuring my tax free lump sum to protect it before my upcoming,75th birthday.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Reduce the fees. :)
Tara:
Thank you for taking the time to review Ian, and also for the 5 stars! Much appreciated.