Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 7 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 1 )
Financial Planning ( 4 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Client reviews
Repeat review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Devon
This review is a follow-up review from a client who left a review previously.
How has Tobias Colton helped you since your last review?
Putting in place a bespoke and continued retirement plan which adapts as one’s circumstances require.
Review from verified client
January, 2022
Overall
Advice
Service
Value
Based in Rutland
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Tobias Colton helped you?
Tobias undertook an extensive and detailed review of all aspects of my finances, from my life goals and attitude to risk through to earnings and investments. Tobias developed a robust plan and was able to advise me regarding pension contributions and other financial aspects to ensure I can retire with a satisfactory income.
Have you seen the outcome you were hoping for?
So far, yes. The pension I bought with his advice has outperformed my expectations so far and I have been very happy with the advice otherwise offered.
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Was looking for the best ways to invest for my future
How has Tobias Colton helped you?
By showing various ways of spreading my investments and how there are many ways to use tax breaks to the maximum to be fit my portfolio.
Have you seen the outcome you were hoping for?
I’m happy with the work that has been done.and has been well worth it.
What could they have done better?
Always room for improvement but no complaints lm well happy in what has been achieved by Toby.
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Rutland
What were the circumstances that caused you to initially look for an adviser?
Earning very well and not making my future count
How has Tobias Colton helped you?
He helped me put a strategy into place and see where I could maximise my investments to make money work for me
Have you seen the outcome you were hoping for?
Yes my private pension has made a very good annual return
What could they have done better?
Less digital sign ins I prefer paperwork - unlike how the world is changing into paperless!
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
to simplify existing arrangements
How has Tobias Colton helped you?
providing expert appraisal and options
Have you seen the outcome you were hoping for?
long term investments have been running for less than a year, but they are certainly progressing well
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Lincolnshire
What were the circumstances that caused you to initially look for an adviser?
Wanting to plan for future retirement and income for retirement
How has Tobias Colton helped you?
Looked at the best way to get what we want
Have you seen the outcome you were hoping for?
Too early yet to know. It looks as though it will be what we are hoping for.
What could they have done better?
.?
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Rutland
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement, it was essential that I get professional advice. Tobias has been most helpful in assessing and planning my financial requirements
How has Tobias Colton helped you?
Via the financial plan, assets are spread well, mortgage outgoings have been reduced and inheritance tax has been taken account of
Have you seen the outcome you were hoping for?
In spite of Covid in 2020, investments have increased in value
What could they have done better?
None of us has a crystal ball and we can only work with the facts extant at the time so it's not really possible to know
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Reviewing my pensions performance.
How has Tobias Colton helped you?
He carried out a comprehensive review of all my pensions and income and designed a full financial plan for myself and my spouse.
Have you seen the outcome you were hoping for?
Expectations have been exceeded
What could they have done better?
Nothing, Tobias is professional, dedicated and offers a superb service. I honestly can’t thank him enough.