Reviewed for

Insurance and Protection ( 1 )

Pensions ( 18 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 7 )

Investments and Savings ( 29 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 3 )

Long Term Care ( 1 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 7 )

£100k - £200k ( 4 )

Up to £50k ( 1 )

£50k - 100k ( 2 )

Client reviews

First impression from a user who is not yet a client

September, 2018

Overall

Please provide a brief comment about your experience with Wyn

polite. explained everything thoroughly

First impression from a user who is not yet a client

November, 2017

Overall

Please provide a brief comment about your experience with Wyn

Most helpful but will not be taking it any further

First impression from a user who is not yet a client

October, 2017

Overall

Please provide a brief comment about your experience with Wyn

Really nice bloke explained everything very well and gave me initial confidence over the events of these coming month's.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Retirement in the near future & seeking pension advice. I was not happy with the adviser I had previously used and tried several others.

How has Wyn Thomas helped you?

He gave both my wife and myself a choice of options and detailed the good and bad points of each system.

Have you seen the outcome you were hoping for?

I have not actually drawn my pension yet and do not know the final outcome. But the investments are looking good.

What could they have done better?

I think Wyn has the right approach and his office is proffesionally run.

Review from verified client

September, 2017

Overall

Advice

Value

Service

Based in Flintshire

What were the circumstances that caused you to initially look for an adviser?

Retired. Atended several existing pension portfolio advisers seminars. Ongoing research identified different IPA ,s in the North West All contacted,they provided presentations, solutions were proposed. The Times listed and confirmed the best recomended independents in the UK, and one within the Chester area,.

How has Wyn Thomas helped you?

Initial review, explanation of way forward,options available. Investment risk assessment Gathering together and consolidation of investments information. Review of that and re appriasing the figures from IPA review Controlled methodical professional approach. re alignment of investments to achieve goals All questions and queries answered as and when required. No time constraints.

Have you seen the outcome you were hoping for?

To date current investments, are moving forward. Happy with advice given, Portfolio regularly reviewed and can be checked on line Moving forward income has been achieved, confidence in my choice of advisor and system being used.

What could they have done better?

Nothing I can think of. Wyn is a perceptive, good listener and takes his time in assesing all of your requirements, looks for both the imediate and future needs. An easy and pleasant person to deal with.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Coming up to retirement I needed expert pensions and investment advice.

How has Wyn Thomas helped you?

He provided pensions and investment planning advice and guidance.

Have you seen the outcome you were hoping for?

It's early days but so far so good.

What could they have done better?

Nothing to add

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

To determine whether I could retire.

How has Wyn Thomas helped you?

Complete financial review, including pension advice.

Have you seen the outcome you were hoping for?

Yes to date I am very satisfied.

What could they have done better?

Not a great deal to be honest; Wyn provides us with very comprehensive summaries each time we meet and the associated risks.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Recent retirement. Looking for advice on financial planning for retirement.

How has Wyn Thomas helped you?

Advised on pension and savings arrangements. Drew up financial plan, which will be reviewed at intervals.

Have you seen the outcome you were hoping for?

Happy with the recommendations, which have now been put into effect. Too soon to evaluate long term results.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Shropshire

What were the circumstances that caused you to initially look for an adviser?

Transferring pensions.

How has Wyn Thomas helped you?

reviewed current portfolio, gave options on the best way forward.

Have you seen the outcome you were hoping for?

too early to say yet.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Flintshire

What were the circumstances that caused you to initially look for an adviser?

When I took early retirement I needed financial advice.

How has Wyn Thomas helped you?

He gave me the advice and help. Invested my money wisely having ascertained the level of risk I was prepared to take.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I cannot think of anything. Wyn always saw the problems before I did.

First impression from a user who is not yet a client

August, 2016

Overall

Please provide a brief comment about your experience with Wyn

Professional and knowledgeable

First impression from a user who is not yet a client

March, 2016

Overall

Please provide a brief comment about your experience with Wyn

Very professional and I plan to make use of his services in 2016-17.

First impression from a user who is not yet a client

March, 2016

Overall

Please provide a brief comment about your experience with Wyn

Very very helpful and clear . Answered lots of questions and gave very clear information that cleared up lots of stuff we didn't understand. Would definitely recommend anyone struggling to understand things to ask for help here. Thankyou ☺️

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Isle of Anglesey

What were the circumstances that caused you to initially look for an adviser?

I was looking to either retire or work part time. I also wanted to review my investments and my plans for drawing a pension and see how they would fit in with a long term plan to retire in the near future.

How has Wyn Thomas helped you?

Wyn was extremely helpful in explaining the various options open to me, and in projecting how this would affect any retirement income in the long term. He listened well to what my long term aims were and ensured that that these were incorporated into his advice and long term planning. He produced detailed reports explaining how my aims would be met. He explained everything clearly and in terms I understood. I felt very confident in all my dealings with him.

Have you seen the outcome you were hoping for?

I am pleased to say that Wyn has helped my to achieve what I set out to achieve and I feel he presented his suggestions in ways I understood them, explained other options I might want to consider, but overall he was spot on with his recommendations and he has enabled me to fulfil my objectives in combining retirement and some part time work. I also welcome the fact that he regularly reviews my investments and illustrates how they are performing and compares them to other alternatives.

What could they have done better?

As Wyn has fulfilled what I had set out to do and apart from a few minor admin errors at the setting up stage, I have no strong beliefs that there are particular things he could have done better

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Flintshire

What were the circumstances that caused you to initially look for an adviser?

Investment advice for mother.

How has Wyn Thomas helped you?

Reviewed future needs and explained options available. When mother died made moving investments easy and stress free.

Have you seen the outcome you were hoping for?

Happy with advice given, regularly reviewed. Early days as regards income achieved.

What could they have done better?

Nothing I can think of.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Flintshire

What were the circumstances that caused you to initially look for an adviser?

To help plan retirement and pension.

How has Wyn Thomas helped you?

Gave good advice with confidence.

Have you seen the outcome you were hoping for?

Yes as far as the Financial Market has allowed.

What could they have done better?

We are completely happy with his advice.

Review from verified client

February, 2016

Overall

Service

Value

Advice

Based in Flintshire

What were the circumstances that caused you to initially look for an adviser?

We felt that we needed an expert who had more time and knowledge than us to manage our investments.

How has Wyn Thomas helped you?

Wyn, provides a very personal and tailored service. Wyn is always approachable and keeps us up to date with our investments with regular reviews. The service provided has saved significant fees by setting up better arrangements for the investments without compromising on the returns.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Denbighshire

What were the circumstances that caused you to initially look for an adviser?

We were looking to invest a sum of money and needed professional help and heard good reports from this company.

How has Wyn Thomas helped you?

He took time to listen to us and understand our requirements.

Have you seen the outcome you were hoping for?

Yes most definitely.

What could they have done better?

He did everything we could have asked for and more .

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Flintshire

What were the circumstances that caused you to initially look for an adviser?

Began with a banks advisor, no use at all. Retired with a small lump sum, a friend recommended Wyn and we have never looked back.

How has Wyn Thomas helped you?

He found the correct investments for our requirements at the level of risk we were prepared to take.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

We could not have asked for more.

Review from verified client

February, 2016

Overall

Advice

Value

Service

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

Our specific scenario had been that we held a mixture of ISA’s, shares and other investments. These had been accumulated over a long period of time without the benefit of specific advice. These had served us fairly well, but approaching retirement, we wanted to restructure our investments to allow a safer approach and use the services of a professional advisor. My wife and I spent some considerable time over the last year or two being ‘advised’ by various financial institutions and specialists, ranging from an accredited IFA to a local investment broker and also the relationship manager from our bank. Given that we identically described to all the specific circumstances and our aims, we found the differences in advice hard to reconcile. There were also a wide range of relatively high charges being proposed, which in some cases seemed to reduce any investment gain by half.

How has Wyn Thomas helped you?

We were recommended to Wyn Thomas of Axys by an acquaintance. Wyn has provided excellent advice and has entirely understood our situation, resources and aims. His attention to detail is superb and since first initial contact, we have been able to formulate and agree a sensible and well structured plan to meet our needs into the medium to long term. Regular reviews allow us to be able to ask questions, receive written reports and receive ongoing general information. The online visibility for our particular portfolio is also a convenient means to obtain live status of all of our holdings. I believe Wyn Thomas to be one of the most experienced, patient and competent financial advisors I have ever dealt with and have no hesitation in recommending his services to friends and colleagues. i have no other connection with Wyn Thomas other than as a satisfied client.

Have you seen the outcome you were hoping for?

Yes. The results at the time of writing have been in line with our expectations and advice given.

What could they have done better?

At present, I am not aware of any aspects that would benefit from a different approach.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Flintshire

What were the circumstances that caused you to initially look for an adviser?

I sold a business and wanted someone trustworthy for advice on financial planning.

How has Wyn Thomas helped you?

Wyn Thomas helped me a great deal in planning my investment to assure a good measure of growth and income from my portfolio.

Have you seen the outcome you were hoping for?

I am very pleased with the outcome so far.

What could they have done better?

I am satisfied with all aspects of Wyn Thomas's service

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Wyn

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Conwy

How has Wyn Thomas helped you?

When first engaged about six years ago, Mr Thomas radically & successfully reorganised my disparate investments. He has been approachable & accommodating about appointments, even offering the option of a home visit. I am confident that he has matched the structure of my portfolio to my personal & family situation, & his regular printed reviews are detailed, clear & helpful. While it is not literally true that I have trawled the market with regard to costs, I have formed the impression that they are distinctly modest; & he has certainly managed ex gratia a fund that had been set up by another, unconnected, hand. Instead of specifically checking out the competition, I have preferred to work with someone whom I feel I can trust.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Cheshire

How has Wyn Thomas helped you?

I have used Wyn's advice for the ongoing invesment of my golden handshake etc since I retired 17 years ago. He has also advised on setting up a small trust fund for our grandchildren

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Conwy

How has Wyn Thomas helped you?

He has helped us look after our money.

What could they have done better?

From our point of view he has always done as we have requested.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Flintshire

How has Wyn Thomas helped you?

We have been pleased/delighted with the services you have provided. I has always been professional and easy to understand and always as if we were friends/family almost, not just ""customers"". Always available if we need advice or to discuss a problem, by phone or in person.

What could they have done better?

N/A

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Shropshire

How has Wyn Thomas helped you?

Wyn's regular contact and the benefit of his market analysis. The fact that in spite of Wyn's change of employers we have felt our best interests have been served by staying with him as our financial adviser.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Flintshire

How has Wyn Thomas helped you?

The level of service has always been excellent and over the years that we have been with and know Wyn he has helped us enormously with everything and more, wouldn't change a thing and would recommend to anyone.

What could they have done better?

Don't think there's anything.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Denbighshire

How has Wyn Thomas helped you?

If you are looking for an advisor with a solid financial knowledge and a reliable honest service look no further.Mr Thomas keeps very much to the straight path ,low risk school of investing,which has served us very well over the last thirty plus years.He has access to many funds and lots of good advice should you have questions he cannot answer himself and has Always been keen to do that.Overall mr Thomas has served us well and through the turbulance of the financial world we have always felt he has done his best for us,not always getting it right ,but who can!

What could they have done better?

Mr Thomas is now set up on his own again and we hope to gain from his access to new info. Streams as he progresses.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Wyn Thomas helped you?

I am most pleased with the service I have received and you set the standard, I would judge others by.For over 25 years I have relied upon financial advisors to guide me in my investment portfolio and there has been none better than Wyn Thomas, who has taken on this responsibility since 2007. During these 7 years he has given me excellent diligent advice on my cautious approach to investing, resulting in very good capital protection and income. He has always demonstrated a very friendly and professional attitude in getting things done quickly and correctly.I have found Wyn is a person to trust and rely on totally to look after my affairs. He is also backed by a first class office team where nothing is too much trouble and dealt with in a pleasant manner.

What could they have done better?

Nothing I can think of!

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Wyn Thomas helped you?

Wyn's regular contact and the benefit of his market analysis we have felt our best interests have been served by staying with him as our financial adviser.

What could they have done better?

Not really.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Wyn Thomas helped you?

The level of service has always been excellent and over the years that we have been with and know Wyn he has helped us enormously with everything and more, wouldn't change a thing and would recommend to anyone.

What could they have done better?

Don't think there's anything.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Wyn Thomas helped you?

I am most pleased with the service I have received and you set the standard, I would judge others by.For over 25 years I have relied upon financial advisors to guide me in my investment portfolio and there has been none better than Wyn Thomas, who has taken on this responsibility since 2007. During these 7 years he has given me excellent diligent advice on my cautious approach to investing, resulting in very good capital protection and income. He has always demonstrated a very friendly and professional attitude in getting things done quickly and correctly.I have found Wyn is a person to trust and rely on totally to look after my affairs. He is also backed by a first class office team where nothing is too much trouble and dealt with in a pleasant manner.

What could they have done better?

Nothing I can think of!

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Herefordshire

How has Wyn Thomas helped you?

Approachable. Listens well and understands our position. Explains his proposals in words we can understand. Keeps us up to date with what is happening to our investments

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Flintshire

How has Wyn Thomas helped you?

Listens to your input, your wishes for the short and long term and comes up with advice and solutions. Cares about his clients.

What could they have done better?

Cannot think of any way Wyn could improve on his dealings with us.

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Flintshire

How has Wyn Thomas helped you?

Wyn Thomas is an honest and open man, with the highest integrity, whom we trust implicitly and whom we are pleased to call a friend. He has always had our best interests at heart and we believe that our investments are looked after in a competent manner consistent with the risk profile that we have agreed. Wyn's genuine interest and concern generates, in us, a peace of mind, the benefit of which is hard to over emphasise. Recent advice in relation to the establishment of discretionary trusts has been of the highest order and we are delighted at the way things are progressing. Wyn's assistant and secretary Miss Kate Bowley is a great asset to the organisation. She is consistently pleasant and helpful and makes any contact with Axys a pleasure.

What could they have done better?

The necessity for a planned programme to ensure the ongoing continuity of a knowledge base within the Axys organisation is I believe now ongoing and Miss Bowley is contributing greatly to that base.

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Cheshire

How has Wyn Thomas helped you?

Over many years Wyn has enabled us to achieve a balanced portfolio of investments that has helped us achieve our financial goals through changing circumstances in the financial markets.

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Flintshire

How has Wyn Thomas helped you?

Understanding the Client's needs as well as maintaining or sourcing the relevant knowledge to give the best advice

What could they have done better?

At the moment I am completely satisfied with the service but it would be good to have a Client evening