Tom's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 3 )
Pensions ( 32 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 10 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 16 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 4 )
£100k - £200k ( 8 )
£50k - 100k ( 3 )
Up to £50k ( 10 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Durham
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Dealing with an inheritance and also a messy pension
How has Tom Kennedy helped you?
Moved pension into a better suited plan, advised with inheritance money and how best to invest or save it
Have you seen the outcome you were hoping for?
Yes, all looking good so far
What could they have done better?
Nothing comes to mind - explanations were good, documentation was clear, processes were all pretty straight forward, and seems like a really nice guy
Review
by a verified client in Flintshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension and savings
How has Tom Kennedy helped you?
Transfered low performance pension, given advice on pension lump sum.
Have you seen the outcome you were hoping for?
Too early to tell with pension.
What could they have done better?
Advice was excellent for our circumstances
Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We moved to Cheshire and as we were already Quilter customers we were looking for a Quilter Advisor in this area.
How has Tom Kennedy helped you?
Tom has advised us, and our family, with ISA savings, Pension Investments and forecasting/planning together with reviewing financial protection products. He is helping with pension consolidation and advice.
Have you seen the outcome you were hoping for?
We have seen positive outcomes with our investments and have moved to more cost effective financial protection products.
What could they have done better?
Nothing. We are very happy with all aspects of Tom's work and advice.
Review
by a verified client in Hampshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice about using my pension to bolster my income when changing jobs.
How has Tom Kennedy helped you?
He carried out a full review of my finances and the flexibility of my existing pension to meet my future needs.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Cheshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To improve my financial planning and management.
How has Tom Kennedy helped you?
With pension and retirement planning and general financial advice.
Have you seen the outcome you were hoping for?
Its still early but the plan outlined by Tom appears sound.