Kathryn's reviews
Reviewed for
Insurance and Protection ( 10 )
Pensions ( 130 )
Retirement income (annuities, drawdown) ( 80 )
Investments and Savings ( 124 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 19 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 45 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 43 )
£100k - £200k ( 16 )
( 1 )
Up to £50k ( 6 )
£50k - 100k ( 10 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Repeat review
by a verified client in East Lothian
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kathryn Tomlinson helped you since your last review?
Kathryn has continued to manage my finances very well in trying global circumstances, and as I get older I need to be more sure that I can maintain a reasonable lifestyle. I feel a lot less stressed knowing Kathryn has my financial back, and have nightmares thinking about how it would be if I was on my own!
Kathryn:
Thank you so much for taking the time to leave your review - I really appreciate it.Repeat review
by a verified client in East Lothian
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kathryn Tomlinson helped you since your last review?
yes
Kathryn:
Thank you for taking time to leave your review - I really appreciate it.Repeat review
by a verified client in Midlothian
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kathryn Tomlinson helped you since your last review?
Timely reminders and reviews to keep everything on track. Great advice and support.
Kathryn:
Thank you for taking the time to leave your review, I really appreciate it.Repeat review
by a verified client in Midlothian
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kathryn Tomlinson helped you since your last review?
Kathryn has continued to provide me with excellent financial advice which takes into account my personal situation and requirements. She offers a proactive service and responds to any queries I have with concise and relevant advice in a timely manner. I am extremely happy with the service I have received from Kathryn over a number of years.
Kathryn:
Thank you for taking the time to leave your lovely review - I really appreciate it.Repeat review
by a verified client in Midlothian
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kathryn Tomlinson helped you since your last review?
I was looking to increase my tax free retirement income and Kathryn helped with arranging regular withdrawals from my investment ISA. She also provided advice on my wife's retirement planning.
Kathryn:
Thank you for taking the time to leave your review - I really appreciate it.