Tom's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 36 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 25 )
Investments and Savings ( 26 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 8 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 19 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 8 )
£100k - £200k ( 11 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in Lincolnshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was already 55 and decided it was time to check the position of my pensions.
How has Tom Olsak helped you?
Tom has transformed my financial future, transferring pensions that were under performing into a new pension scheme that is absolutely fantastic.
Have you seen the outcome you were hoping for?
Absolutely, in fact ten times as good as i could have imagined.The transformation to the strength of my pensions is utterly amazing.
What could they have done better?
Absolutely nothing,the way Tom handled my account is totally spot on.
Tom:
Dear Martin, Thank you so much for your kind words and for taking the time to share your experience. It’s fantastic to hear that the work we’ve done together has had such a positive impact on your financial future. I'm especially pleased that the transformation of your pensions has exceeded your expectations — that’s exactly the kind of outcome we aim for. Your trust in the process, especially at such a pivotal point in your financial journey, made all the difference. Hearing that you found the way your account was handled to be “totally spot on” means a great deal. Helping clients gain clarity and confidence around their retirement planning is one of the most rewarding aspects of the job, and I’m so glad you’re now feeling in a much stronger position. Thank you again for your feedback — I look forward to continuing to support you in the years ahead. Warm regards, TomReview
by a verified client in Cumbria
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and inheritance tax advice
How has Tom Olsak helped you?
He has provided us with an in-depth analysis on our current finances and future returns on investments. This has been in a very open and collaborative manner.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
nothing
Tom:
Dear Karen, Thank you so much for taking the time to share your experience. I’m delighted to hear that you found our work together both open and collaborative. Helping you with retirement and inheritance tax planning has been a privilege, and I’m pleased that the in-depth analysis of your finances and investment returns has met your expectations. It’s wonderful to know you’re seeing the outcomes you hoped for. My aim is always to provide clarity and confidence around financial decisions, and your feedback reassures me that I’m achieving that goal. If you ever need further support or have new questions as circumstances evolve, please don’t hesitate to get in touch. I look forward to continuing to work together and helping you secure a strong financial future. Best regards, TomReview
by a verified client in Lincolnshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to manage pensiob
How has Tom Olsak helped you?
Gives clear advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nil
Tom:
Thank you, Alan, for your review. I'm pleased to hear that you’ve found my advice clear and that we’ve achieved the outcomes you were hoping for. Managing pensions can be complex, so I’m glad I could provide guidance that made the process easier for you. If you ever have any further questions or need to review your plans in the future, please don’t hesitate to get in touch. It’s always a pleasure to support you in securing your financial future. Best 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?
Help with pension investment
How has Tom Olsak helped you?
Explained all options I could take
Have you seen the outcome you were hoping for?
Yes
Tom:
Dear Stephen, Thank you for taking the time to share your feedback. I’m pleased to hear that I was able to clearly explain the options available to you regarding your pension investment. Making informed decisions about your financial future is crucial, and I’m glad I could support you in that process. It’s also great to know that you’ve seen the outcome you were hoping for. If you ever have any further questions or need additional guidance as your circumstances evolve, please don’t hesitate to get in touch. I appreciate your trust and look forward to continuing to assist you in the future. Best regards, TomReview
by a verified client in Newport
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to consolidate my pension pot and to look at my long-term financial planning and needs in retirement.
How has Tom Olsak helped you?
Tom has been outstanding and I highly recommend him. Over multiple meetings, Tom took the time to let me articulate my financial needs, and to ensure that he understood what I was asking for. Tom explained a range of options to me in an incredibly clear way. His follow-up to my questions was always very timely and clear. Tom prepared a report for me on my options, as well as Cash modelling and scenario simulations. Everything was articulated in a way that was easy for me to understand. Tom and I met to explore my options again and then I took some decisions which he implemented on my behalf. Again, everything happened in an incredibly efficient and timely way. In summary, Tom‘s approach is genuinely client centred, his communications are crystal clear and his commitment to timely follow-up is exemplary. He is a consummate professional.
Have you seen the outcome you were hoping for?
Yes, very much so. My pensions have been consolidated and I feel I’m on a much stronger footing with my financial planning. Thank you Tom!!
What could they have done better?
Nothing at all. An absolutely first-class experience!
Tom:
Dear Dale, Thank you for your kind words and for sharing your experience. It’s fantastic to hear that you felt the service provided was first-class and that the process of consolidating your pension and planning for your retirement has left you on a stronger financial footing. I’m especially pleased to know that you found my explanations clear and the process efficient and timely. My goal is always to ensure clients feel confident and informed in their decisions, so it’s great to hear that this approach worked well for you. Your comments about the clarity of our discussions, the cashflow modelling, and the client-centred approach are much appreciated. It’s rewarding to know that the outcomes have aligned with your expectations, and I’m grateful to have been able to support you with these important steps in your financial planning. Thank you again for your recommendation. If there’s ever anything further I can assist you with, please don’t hesitate to get in touch. Best regards, Tom