Tom's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 37 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 26 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 9 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 20 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 10 )
£100k - £200k ( 11 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in Lincolnshire
19 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Requiring competent advice about my savings that were just sat in a cash ISA etc, but required long-term investment plans. Additionally, to look at my pension pot with a previous employer and help me look at my alternative options, before deciding what best suited my needs.
How has Tom Olsak helped you?
He has helped us, as a couple, invest our money and plan appropriately for our future financial security. He has explained the pros and cons of investment, outlining the risks as well as the potential reward, to help us to understand the choices available. We feel confident that he has our best interests at the centre of all that he and the company do. He is very professional and he has our full trust that he is reliable and trustworthy. He is quick to respond to emails and answers any questions/queries clearly and knowledgeably, and is thorough in his explanations.
Have you seen the outcome you were hoping for?
We understand markets go up as well as down, and at the moment we are experiencing volativity with world events etc. However, one aim was to try to ensure our savings maintained their value and didn't become worth less, over time and/or as inflation increased etc. They have done this so far, we believe. So, we remain pleased with our decisions.
What could they have done better?
Nothing that I can think of....we know if we need to contact Tom in-between our face-to-face annual meeting, that an email to him is always promptly responded to. You can't ask for better than this.
Review
by a verified client in Lincolnshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Generally sorting out my pensions
How has Tom Olsak helped you?
Helped with consolidation and some future planning
Have you seen the outcome you were hoping for?
Time will tell
Tom:
Thank you, Michael, for taking the time to leave a review. I'm really pleased to hear that you found the support around consolidating your pensions and planning for the future helpful. It’s always a privilege to work alongside clients who are taking positive steps towards organising their long-term financial wellbeing. As you rightly said, some outcomes take time to fully unfold, especially when it comes to retirement planning — but I’m glad to be walking that journey with you, helping to ensure everything is structured around your goals. If you ever have further questions or would like to explore any areas in more detail, I’m just a call or message away. I look forward to continuing our work together. Warm Regards, TomReview
by a verified client in Lincolnshire
a month 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
3 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
3 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, Tom