Tom's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 53 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 36 )
Investments and Savings ( 41 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 15 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 32 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 11 )
£100k - £200k ( 13 )
Up to £50k ( 2 )
£50k - 100k ( 3 )
Review
by a verified client in Cumbria
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Personal and business financial planning needs
How has Tom Olsak helped you?
Clear focused and considered advice tailored to our needs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Tom:
Thank you, Adrian, for taking the time to leave such thoughtful feedback. It is greatly appreciated. I am pleased that you felt there was nothing more we could have done to improve your experience. Your comments about receiving clear, focused and carefully considered advice tailored to both your personal and business financial planning needs are particularly valued. Taking the time to understand the wider picture, especially where personal and business finances intersect, is essential in providing meaningful and effective guidance. It is also very encouraging to hear that you have seen the outcomes you were hoping for. Achieving clarity and confidence around your financial position is always the goal, and I am glad that our work together has helped you move forward with reassurance. I look forward to continuing to support you as your circumstances evolve and to ensuring your plans remain aligned with your long-term objectives. Warm Regards, TomReview
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advisor
How has Tom Olsak helped you?
Helping to plan and investment advisor
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Tom:
Thank you, Alastair, for taking the time to share your experience and for your kind comments. I really appreciate you noting that there was nothing you felt could have been done better, that is very reassuring to hear. You mentioned that you were initially looking for an adviser and that I have been able to help with planning and investment advice. Establishing a clear plan and aligning your investments with your longer-term goals is always at the heart of what we do, so I am pleased that this has been valuable for you. It is also encouraging to know that you have seen the outcomes you were hoping for. Providing clear, structured financial planning and ongoing investment guidance is about giving you confidence and clarity in your decisions. I look forward to continuing to support you and adapting your plan as your circumstances and objectives evolve over time. Warm Regards, TomReview
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help with my pension
How has Tom Olsak helped you?
Tom has helped me to understand my pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am happy with what they have done
Tom:
Thank you for your thoughtful review, Beverley. I really appreciate you taking the time to share your experience. I am so pleased to hear that you have been happy with the support you’ve received and that our work together has helped you to better understand your pension. For many people, pensions can feel complex and difficult to navigate, so it is important to me that everything is explained clearly and in a way that feels straightforward and reassuring. It is also encouraging to know that you have seen the outcome you were hoping for. Helping clients gain clarity and confidence about their retirement planning is at the heart of what I do. By taking the time to understand your circumstances and objectives, we can ensure your pension is working in a way that supports your long-term plans. Thank you again for placing your trust in me, Beverley. I look forward to continuing to support you in the years ahead. Warm Regards, TomReview
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Tom Olsak helped you?
Good advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can think if
Tom:
Thank you, Janet, for taking the time to leave your review. I’m really pleased to hear that you felt well supported throughout your retirement planning journey. It means a great deal to know that the advice provided has helped you move forward with confidence and that you've seen the outcomes you were hoping for. Your kind comment that there’s “nothing” you would have wanted done better is especially appreciated — it’s always my aim to offer clear, thoughtful guidance tailored to each client’s needs, particularly at key life transitions like retirement. Helping clients navigate this stage is about more than just numbers; it’s about peace of mind and the freedom to enjoy the next chapter. Thank you again for your trust and for choosing to work with me. Warm Regards TomReview
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To search for retirement advice
How has Tom Olsak helped you?
He has helped to increase my capital
Have you seen the outcome you were hoping for?
Mostly depends on the market which can sometimes be volatile but over twelve months my capital usually increases by a reasonable amount
What could they have done better?
Nothing I know of
Tom:
Thank you, William, for taking the time to leave such a thoughtful review. I’m pleased to hear that your experience has been a positive one and that the advice and support provided have contributed to increasing your capital. It’s encouraging to know that, despite the inevitable market fluctuations, you’ve seen steady growth over time. That long-term perspective is key when it comes to retirement planning, and it’s great to see that reflected in your feedback. Your comments also highlight one of the real benefits of working with a financial adviser: having a clear strategy in place and the reassurance that comes with knowing your investments are being actively managed in line with your goals. Thanks again for your kind words and for placing your trust in the advice process. I look forward to continuing to support you on your journey towards a secure and comfortable retirement. Warm Regards, Tom