Tom's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 37 )
Retirement income (annuities, drawdown) ( 21 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 15 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 25 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 9 )
£100k - £200k ( 4 )
Up to £50k ( 3 )
£50k - 100k ( 3 )
Review
by a verified client in East Riding
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Tom Saleh helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Always can do better but very pleased and comfortable with Tom
Tom:
Thank you, Phillip, for taking the time to leave this kind review. I’m really pleased to hear that you feel comfortable and well supported in working with me. Building strong, trusting relationships is such an important part of what I do, so it’s great to know that you feel at ease throughout the advice process. It’s also encouraging to hear that you’ve achieved the outcome you were hoping for as you approached retirement. Helping clients navigate this transition with confidence and clarity is always my priority, ensuring they feel secure about their financial future. I appreciate your comment that there is always room to do better — I completely agree and am always looking for ways to improve the service and advice I provide. Thank you again for your trust and feedback, Phillip. I look forward to continuing to support you with your financial plans in the years ahead. Warm Regards TomReview
by a verified client in Yorkshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Amalgamating pensions.
How has Tom Saleh helped you?
Planning for retirement.
Have you seen the outcome you were hoping for?
Yes
Tom:
Thank you, Penny, for taking the time to leave a review. I'm really pleased to hear that you’ve seen the outcome you were hoping for. Amalgamating pensions and planning for retirement are two areas where careful, tailored advice can make a real difference, and it's great to know the support has been helpful to you. It's always a privilege to guide clients through important financial decisions, especially when it comes to something as significant as retirement planning. Ensuring everything is aligned with your long-term goals is at the heart of what I do. Thanks again for your kind words and for choosing to work with me. Warm Regards TomReview
by a verified client in East Riding
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Tom Saleh helped you?
Guided me through the pitfalls of which pension to take
Have you seen the outcome you were hoping for?
Yet to be confirmed
What could they have done better?
Nothing
Tom:
Thank you, Campbell, for taking the time to leave this review. I'm really pleased to hear that you felt well guided through the complexities of your pension options. Helping clients navigate important decisions like these is at the heart of what I do, and it's great to know that the support provided has been valuable to you. While the final outcome is yet to be confirmed, I’m glad we've been able to put a clear plan in place and avoid potential pitfalls along the way. As always, I’ll be here to continue supporting you and adapting our approach as needed, ensuring that your pension decisions remain aligned with your goals. Thanks again for your kind words — I look forward to continuing our work together. Warm Regards TomReview
by a verified client in Warwickshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Bringing several pension pots together Need to find a Financial Advisor (firm/Individual) i can trust and have a personal relationship with, unlike large organiations
How has Tom Saleh helped you?
Provided a sounding board for my ideas Provided sound advice on pension investment strategy Provided sound advice on Drawdown v Annuity
Have you seen the outcome you were hoping for?
So far, so good, but a lot depends on market performance
What could they have done better?
Not sure!
Tom:
Dear Geoffrey, Thank you for taking the time to leave such a thoughtful review. I'm really pleased to hear that you've found our work together helpful, especially as you’ve navigated the important decision of bringing multiple pension pots together. It’s great to know that you value having a trusted adviser to speak to personally — something I strive to provide for every client. I'm glad the guidance around your pension investment strategy and the drawdown versus annuity options has been useful. These are key decisions for your long-term financial wellbeing, and it’s been a pleasure to act as a sounding board as you shape your retirement plans. As you rightly point out, investment outcomes are always influenced by market conditions, but having a clear strategy in place provides a solid foundation. I look forward to continuing our work together and supporting you through the journey ahead. Warm regards, TomReview
by a verified client in Derbyshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To investigate the possibility of retiring early
How has Tom Saleh helped you?
Recommended suitable pension fund and coordinated pension plan
Have you seen the outcome you were hoping for?
Yes. Although the initial cost of setting up and transferring the pension was a direct hit on the portfolio value the longer term performance has been much greater than either of us expected.
What could they have done better?
Document and circulate actions arising from meetings - including timelines. Provide examples of how the portfolio could be drawn down including early years versus later years.
Tom:
Thank you, Ian, for taking the time to share your thoughtful review. I'm really pleased to hear that the long-term performance of your pension has exceeded expectations and that the initial decision to proceed, despite the upfront cost, has proven to be the right one for your retirement plans. It’s great to know that you felt supported in finding a suitable pension fund and coordinating your plan towards early retirement. I appreciate your constructive feedback about documenting meeting actions and providing clearer drawdown examples. This is really helpful, and I’ll be sure to incorporate these suggestions to further improve the service I provide. Helping clients navigate major life transitions like early retirement is a real privilege, and I’m glad I could assist in making that possibility a reality for you. Thanks again for your review and for highlighting both the positives and the areas where I can do better. Warm Regards Tom