Tom's reviews
Reviewed for
Pensions ( 3 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 6 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 5 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 5 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 5 )
Review
by a verified client in Cheshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To make best of our money
How has Tom Wheatley helped you?
Continued work started by Kate
Have you seen the outcome you were hoping for?
Yes
Tom:
Thank you for your kind words. It's a pleasure to work with you both and help with your retirement journey.Review
by a verified client in Cheshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I’ve had an advisor since I retired. Tom and his firm bought my previous advisor’s firm.
How has Tom Wheatley helped you?
Well, I’ve only had one meeting with him, so I don’t feel very qualified to be completing this survey. However, my investments seem to be doing well, so I guess Tom and the firm are doing their best for me. I feel confident in them.
Have you seen the outcome you were hoping for?
Yes, I think so.
What could they have done better?
N/A
Tom:
Thank you for taking the time to review me and I look forward to building our relationship further.Review
by a verified client in Manchester
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning for retirement.
How has Tom Wheatley helped you?
Reduced IHT liability.
Have you seen the outcome you were hoping for?
Yes.
Tom:
It's been a pleasure working with you and I look forward to working together on your plans for the future.First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Tom
Was not the right time to talk with Tom. In the middle of buying a house, so wanting to keep cash accessible rather than investing. Once I have compleed purchase I will have a better idea of what I will have available for investment and willmprobaly get back t0 Tom. He was knowledgable and pleasant.
Tom:
Thank you for taking the time to leave your review. I enjoyed our conversation and I'm always happy to help if you have any further questions.Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement 12 years ago. I have only had Tom as my advisor for a couple of months when he took over from Kevin Horry, so I have not had a lot of dealings with him yet.
How has Tom Wheatley helped you?
he gave me some advice on the tax deductins when I drew down money from my pension pot.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't think anything. It seems to be working out.