Thomas's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 11 )
Auto Enrolment ( 1 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 8 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 16 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
Up to £50k ( 3 )
First impression
by a VouchedFor user
a day ago
Overall
Please provide a brief comment about your experience with Thomas
Tom was amazing! I was nervous before the meeting, knowing very little, but he explained everything incredibly well, and made me feel at ease really quickly. He answered all our questions, and I felt comfortable to ask about anything that I didn't understand. I would highly recommend Tom!!!
Review
by a verified client in West Midlands
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As I am not that good with financial things ,Tom is very patient and understanding and explains everything in the way that I can understand.
How has Thomas Caldwell helped you?
Tom is always available,and keeps me updated with all things financial.
Have you seen the outcome you were hoping for?
It’s a work in progress,all is looking good so far .
What could they have done better?
Nothing,Tom always gives his ,with good advice and support.
Review
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Thomas has joined a well respected company, he has the same ethos, committed to offering good data backed advice.
How has Thomas Caldwell helped you?
Thomas has a very friendly demina, he has worked hard to gain the knowledge to be able to offer data backed advice from a very supportive company.
Have you seen the outcome you were hoping for?
Yes my stocks and shares have grown in line with the advice given.
What could they have done better?
From my perspective Thomas and SJP have met and exceeded my expectations.
Review
by a verified client in West Midlands
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning my retirement and security for my family
How has Thomas Caldwell helped you?
With good advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not a lot
Review
by a verified client in West Midlands
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Thomas Caldwell helped you?
Pension and Life Insurance
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, Tom’s advise was very thorough and in depth