Tim's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 24 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 32 )
Investments and Savings ( 56 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 13 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 5 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 10 )
£100k - £200k ( 6 )
Up to £50k ( 2 )
£50k - 100k ( 5 )
Review
by a verified client in North Yorkshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Tim was recommended to me by a previous advisor due to his retirement
How has Tim Atkin helped you?
He is always available and conducts my finances in a professional manner and gives good sound advice
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in Durham
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Son was awarded compensation from the NHS and a Trust was set up.
How has Tim Atkin helped you?
Tim clarifies any queries promptly. He is easy to communicate with.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Durham
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Tim was already known to us - needed him after bereavement.
How has Tim Atkin helped you?
Good, straightforward advice.
Have you seen the outcome you were hoping for?
Yes - despite poor markets.
What could they have done better?
Nothing really
Review
by a verified client in Durham
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Banking groups paying very poor interest rates.
How has Tim Atkin helped you?
I was represented by a friend Neil Appleby for several years previously, he was looking to retire and spoke very highly of Tim who was taking on his duties. Neil said Tim was more qualified and would be a great asset, which has been proven.
Have you seen the outcome you were hoping for?
We’ve had a few bad years of uncertainty with brexit and Covid but overall my investments have done quite well.
What could they have done better?
Unsure if anything could of been done better with the difficult circumstances of the last few years.
Review
by a verified client in Durham
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Didn’t have the time nor the expertise to look after my investments
How has Tim Atkin helped you?
Tim explained everything in plain language that both my wife and myself good understand.
Have you seen the outcome you were hoping for?
Very happy with the our come.
What could they have done better?
Don’t think anything could have been done better.