Thomas Marshall

Thomas Marshall

S W Financial Management Limited

Thomas's reviews

Reviewed for

Insurance and Protection ( 66 )

Mortgages ( 111 )

Pensions ( 37 )

Equity Release ( 6 )

Retirement income (annuities, drawdown) ( 6 )

Investments and Savings ( 21 )

Pension Transfers - Non Specialist ( 14 )

Inheritance Planning ( 4 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 8 )

Financial Planning ( 14 )

Financial Mentoring ( 3 )

Financial Coaching ( 4 )

Reviewers' assets

£500k+ ( 8 )

£200k - £500k ( 8 )

£100k - £200k ( 5 )

£50k - 100k ( 14 )

Up to £50k ( 48 )

Repeat review

by a verified client in Renfrewshire

a month ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Thomas Marshall helped you since your last review?

Contacted me when mortgage deal ending to see if any advice needed.

Repeat review

by a verified client in Aberdeenshire

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Thomas Marshall helped you since your last review?

Thomas gets things done. He was instrumental in securing our mortgage and our new home, highly recommended.

Repeat review

by a verified client in Lanarkshire

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Thomas Marshall helped you since your last review?

Thomas gave me some advice on my pension & investments

Repeat review

by a verified client in Stirlingshire

3 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Thomas Marshall helped you since your last review?

Thomas has moved various pensions into 1 and setup my personal contributions.

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Thomas

Very friendly and knowledgeable. Listened to my ramblings and still was able to understand not only my needs but also my fears about investing. Very pleased!