Tom's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 9 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 16 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 1 )
Review
by a verified client in Berkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inherited money/investments
How has Tom Frizzell helped you?
He has helped me to understand existing investments, that I inherited, plus all the options, that were pertinent to my circumstances, for investment of further monies. Tom has continuously been on hand to talk me through anything that I do not fully understand. Backed by an amazing team who also go above and beyond to help.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I don't believe there is anything that they could have done better.
Review
by a verified client in Oxfordshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Tom Frizzell helped you?
Guided us through complicated retirement planning
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Happy with service
Review
by a verified client in Oxfordshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement.
How has Tom Frizzell helped you?
Tom has helped me by ensuring that my money is in the right place to be working for me rather than languishing. He has helped me understand what I need to do to plan/prepare for retirement. He has also helped me gain knowledge with regards to pensions/taxes and shares.
Have you seen the outcome you were hoping for?
Yes, we are moving in the right direction.
What could they have done better?
I cannot think of anything.
Review
by a verified client in Buckinghamshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning
How has Tom Frizzell helped you?
Financial planning for the future
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Satisfied so far
Review
by a verified client in Oxfordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We've been supported by Tom for over 10 years and have benefited from his advice throughout. We had legacy investments with different providers and needed someone to advise on whether they should be consolidated in one place or not - which varied across the portfolio.
How has Tom Frizzell helped you?
He is consistent and considered in his advice. We never feel under pressure to do anything and know that we can raise any financial issue/subject with him. He is knowledgeable and able to introduce subject experts if and as required.
Have you seen the outcome you were hoping for?
Yes very much
What could they have done better?
We've had no issues throughout our time with Tom and his team.