Tom's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 38 )
Retirement income (annuities, drawdown) ( 26 )
Auto Enrolment ( 1 )
Investments and Savings ( 38 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 18 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 35 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 4 )
£100k - £200k ( 2 )
Up to £50k ( 2 )
Review
by a verified client in North Yorkshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I were dissatisfied with the advice of our previous IFA
How has Tom La Dell helped you?
Tom has given us a fresh perspective coupled with very detailed advice on our financial status and objectives
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in South Yorkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to think about retirement and the future
How has Tom La Dell helped you?
Helped me review all assets, pensions etc and get them all on the same platform for easy monitoring. Also helped me think about spending and income when no longer working. Made early retirement a possibility.
Have you seen the outcome you were hoping for?
I now feel I can make firm plans towards semi retirement
What could they have done better?
No recommendations
Review
by a verified client in Norfolk
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was very disasstified with my previous adviser and, after interviewing 4 companies, I decided that Tom provided the best advice and was someone that I wanted to work with for my future plans.
How has Tom La Dell helped you?
Tom reviewed all my pension and ISA investments and provided advice on managing these more efficiently going forward.
Have you seen the outcome you were hoping for?
It is too early to assess, but communication and interaction has been very good.
Review
by a verified client in Lancashire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Requirement to review my personal finances and to explore options for pension planning
How has Tom La Dell helped you?
explored and implemented the most tax efficient methods for pension planning and current financial planning
Have you seen the outcome you were hoping for?
Yes as things stand today, they are practical and efficient solutions
What could they have done better?
Be a little bit more on top of admin processes and following through on actions
Review
by a verified client in West Yorkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Seeking a financial planning service that offered face to face meetings.
How has Tom La Dell helped you?
Consolidation of finances and visual financial planning.
Have you seen the outcome you were hoping for?
Yes we are working closely with Tom, have the level of communication and visibility that we were looking for.
What could they have done better?
To date we are satisfied with the offer and do not have any comments for improvement.