Tara's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 79 )
Retirement income (annuities, drawdown) ( 61 )
Investments and Savings ( 97 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 37 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 77 )
Financial Mentoring ( 8 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 36 )
£100k - £200k ( 9 )
Up to £50k ( 1 )
( 2 )
£50k - 100k ( 3 )
First impression
by a VouchedFor user
4 hours ago
Overall
Please provide a brief comment about your experience with Tara
Tara was very welcoming, assured and gave me a confident feeling when we met.
Review
by a verified client in Gloucestershire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing pension and savings.
How has Tara Wood helped you?
Brought great clarity to our situation and simplified our investments.
Have you seen the outcome you were hoping for?
Yes, I’m happy that all is clearly organised.
What could they have done better?
Not applicable.
Tara:
Thank you for the 5 star review Francis, very much appreciated! Lovely to see you recently and I will be back in touch soon.Review
by a verified client in Oxfordshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Unsure about how to mitigate my IHT liabilities. And investing in stocks and shares for the future.
How has Tara Wood helped you?
Yes. She has explained all the options clearly and concisely.
Have you seen the outcome you were hoping for?
Yes, generally the advice has been very good. I still have further decisions to make but the choices have all been well discussed.
What could they have done better?
Nothing really.
Tara:
Thank you for taking the time to leave a review Patrick. Much appreciated! And glad that you are 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?
We needed advice on how to best look after a rather small pension pot.
How has Tara Wood helped you?
By always being "on our side". A reassuring presence with our finances and always patient and kind.
Have you seen the outcome you were hoping for?
s much as was possible
What could they have done better?
I dont they could have done
Tara:
Thank you for the 5 star review Chris! Very kind of you to take the time!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?
My “investment “ was not structured I needed guidance and advice
How has Tara Wood helped you?
Tara has been a Godsend, brought a mixed bag of pensions into a structured package plus guiding us with sound investments
Have you seen the outcome you were hoping for?
Yes, despite market forces and with Tara’s professional knowledge we have always had a good return on our investments
What could they have done better?
Nothing
Tara:
Richard, thank you so much for that fabulous review, much appreciated! Good to see you today, even if we were melting.