Tom's reviews
Reviewed for
Pensions ( 6 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 8 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 6 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 7 )
Financial Mentoring ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 5 )
£100k - £200k ( 1 )
Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Tom Wheatley helped you?
Explaining the rules
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was already with the Shackleton and our previous financial adviser retired.
How has Tom Wheatley helped you?
Just one meeting so far but all went well.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing that I can think of.
Tom:
It was a pleasure meeting you both and I look forward to building a strong relationship with you both throughout your retirement journey.Review
by a verified client in West Midlands
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I'm rubbish with understanding the nuances of financial planning.
How has Tom Wheatley helped you?
Indepent, customer specific advice.
Have you seen the outcome you were hoping for?
I went in with no specific outcomes as it was an annual review.
Tom:
Thank you for sharing your feedback. I’m glad to hear you had a positive experience, and I appreciate your trust in my support with your financial planning.Review
by a verified client in Cheshire
4 months 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
5 months 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.