Toby's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 31 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 7 )
Auto Enrolment ( 1 )
Investments and Savings ( 26 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 8 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 7 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
First impression
by a VouchedFor user
8 years ago
Overall
Please provide a brief comment about your experience with Toby
Toby spent a considerable amount of time at our initial free consultation assessing my needs and views on risk.
Toby:
Thanks for the positive feedback. I am glad you found our initial meeting useful & look forward to working with you in future.Review
by a verified client in Kent
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Employer pensions scheme changes.
How has Toby Eves helped you?
Advice regarding appropriate pension investments and clear advice on regulations etc.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Surrey
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Annual review of existing accounts.
How has Toby Eves helped you?
Updated value of present investments and discussed potential options.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Find ever greater returns on our investments
Review
by a verified client in Surrey
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having retired needed guidance about investments.
How has Toby Eves helped you?
Discussed my needs and the options available. Explained things very clearly.
Have you seen the outcome you were hoping for?
Yes. Very pleased.Nothing in my case. I'm.
What could they have done better?
Nothing in my case. He explains everything clearly and readily answers any questions I have.
Review
by a verified client in Surrey
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Annual review.
How has Toby Eves helped you?
Excellent advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
He really helped in every way and met our expectations