Tom's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 3 )
Pensions ( 58 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 42 )
Investments and Savings ( 62 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 19 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 42 )
Financial Mentoring ( 11 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 18 )
£100k - £200k ( 15 )
( 2 )
£50k - 100k ( 2 )
Review
by a verified client in Shropshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Tom has helped with our investments for several years.
How has Tom Lenton helped you?
Investments to match our personal values. He explains and advises clearly on matters we are not expert in.
Have you seen the outcome you were hoping for?
Within the current market and the limitations arising from our ethical position yes we are happy with the outcome.
Review
by a verified client in West Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a very small pension which was not growing or making me any money. Moneytree made contact with me and I subsequently met with Tom and invested my small pension.
How has Tom Lenton helped you?
Toms advice to invest my small pension worked well for me and gave me more money than leaving it where it was. I could afford to invest at a high risk and my small investment performed well. I subsequently transferred a further pension which was much larger which Tom facilitated.
Have you seen the outcome you were hoping for?
Certainly my small pension brought me a very good return. I had hoped for a better return on my further investment.
What could they have done better?
I dont think Tom could have advised me any better. On retirement I reduced the level of risk of my investment.
Review
by a verified client in Denbighshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Bringing several schemes into one
How has Tom Lenton helped you?
He set up my Sipp and has advised annually. The growth has been excellent.
Have you seen the outcome you were hoping for?
Yes good growth and sustainability
What could they have done better?
Nothing
Review
by a verified client in Surrey
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited Tom from previous advisor
How has Tom Lenton helped you?
10 years
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really
Review
by a verified client in Cheshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Setting affairs in order for succession planning
How has Tom Lenton helped you?
Trusted adviver
Have you seen the outcome you were hoping for?
nearly there
What could they have done better?
no much considering market conditions