Tom Wood

What were the circumstances that caused you to initially look for an adviser?

Planning for the future

How has Tom Wood helped you?

Setting up pensions, ensuring that the money was in the correct places. Helping with forecasting and explaining risks. Helping to save for our childrens' futures.

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

In the current climate and future uncertainty it became evedent that a good financial retirement plan is essential for a good quality and earlier retirment. Alongside planning for this it gave me the oppertunity to discuss other aspects of my finances to get a better control and security on them

How has Tom Wood helped you?

Tom has been a great asset in giving me an understanding of just what is needed to plan for a comfortable future. He has been very understanding of my circumstances and helped me plan my finances and retirement accordingly.

Have you seen the outcome you were hoping for?

There has obviosly been some rocky times with COVID19 and the war in Ukraine but I can happily say the return has still been better than if I had banked or invested elsewhere.

Please provide a brief comment about your experience with Tom

Initial call with Tom was great - calm, informed and intelligent advice. Really clearly communicated how services would work, but more broadly, was happy to provide a steer on what other things to consider outside his own services. Really looking forward to continuing the conversation with Tom.

Please provide a brief comment about your experience with Tom

My call with Tom was eye-opening in the best possible way. He was extremely knowledgeable and personable, which helped put me at ease when discussing my finances. You can tell he is a great guy who genuinely wants to help his clients – I look forward to working with him.

Please provide a brief comment about your experience with Tom

Tom took me through a structured process that left me feeling more informed and confident about my next steps. He has excellent insights into the economy and financial investment space, and a person-centric approach that put me at ease. I left our discussion with a greater awareness of the different choices available to me. I highly recommend speaking with Tom.