Toby's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 2 )
Pensions ( 14 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 11 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 15 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 2 )
£50k - 100k ( 3 )
( 3 )
Review
by a verified client in Cheshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sale of a business
How has Toby Thomson helped you?
Informative, trustworthy and engaging and always available to discuss any financial matters. Goes above the call to duty to advise on best options
Have you seen the outcome you were hoping for?
Yes absolutely
What could they have done better?
Nothing .
Review
by a verified client in Cheshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Awareness for the need for efficient inheritance, general financial planning, efficient investments and pension strategy.
How has Toby Thomson helped you?
Expert knowledge and associated support contacts. Creation and execution of a fundamental strategy and plan of action. Plus persistent follow-up.
Have you seen the outcome you were hoping for?
So far so good.
What could they have done better?
At the moment it is too early in the process to judge…but so far so good!
Review
by a verified client in Buckinghamshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Multiple pension plans requiring consolidation and better returns
How has Toby Thomson helped you?
Dealt seamlessly with pension funds to arrange fund release and transfer. Broad financial investment advice. Very alert to market dynamics making sure of financial upside from market investment timing.
Have you seen the outcome you were hoping for?
Yes 100%
What could they have done better?
Focused team. No notable areas they could have improved
Review
by a verified client in Kent
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommendation
How has Toby Thomson helped you?
Great performance on ISA and Unit Trust
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Changing work and family circumstances
How has Toby Thomson helped you?
Financial planning, pensions planning, retirement planning, inheritance planning and pensions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing