Thomas's reviews
Reviewed for
Insurance and Protection ( 21 )
Mortgages ( 5 )
Pensions ( 126 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 88 )
Auto Enrolment ( 1 )
Investments and Savings ( 93 )
Pension Transfers - Non Specialist ( 38 )
Inheritance Planning ( 42 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 58 )
Financial Mentoring ( 11 )
Financial Coaching ( 6 )
( 2 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 19 )
£100k - £200k ( 13 )
£50k - 100k ( 3 )
Up to £50k ( 9 )
( 2 )
First impression
by a VouchedFor user
7 days ago
Overall
Please provide a brief comment about your experience with Thomas
Responded quickly to my enquiry - met with us within the week, and clearly explained everything about their processes and charges. Took time to understand our context, priorities and need for a mixed portfolio with risks minimised. Looking forward to seeing the recommended plan, and being able to relax and not worry about it any more!
Review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We didn't really know how far away from retirement we were and our current strategy had no achievable goal!
How has Thomas Hatley helped you?
Shaped, encouraged and crystalised our thoughts about money, and really helped create a plan for the future that we can work towards.
Have you seen the outcome you were hoping for?
Absolutely have.
What could they have done better?
Nothing.
Thomas:
Thank you, David, for taking the time to leave such a thoughtful review. I really appreciate you sharing your experience and I’m pleased to hear how helpful you’ve found the process. Many people feel uncertain about how close retirement really is or whether their existing strategy is taking them in the right direction, so it’s encouraging to know that our discussions helped bring clarity and focus to your plans. Shaping and crystallising thoughts around money is often one of the most valuable parts of financial planning. I’m glad that working together enabled you to define clear, achievable goals and create a plan that feels practical and motivating, rather than abstract or uncertain. Having a structured framework can make a significant difference when it comes to building confidence about the future. It’s especially rewarding to hear that you’ve seen the outcome you were hoping for and that you now have a plan you can work towards with confidence. Thank you again for your trust and for sharing your feedback on VouchedFor. I look forward to continuing to support you as your plans progress and your circumstances evolve.Review
by a verified client in Caithness
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Future retirement planning.
How has Thomas Hatley helped you?
By enabling my wife and I to enjoy a financially stress-free retirement.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
I am completely satisfied with Tom and his team, I feel they always strive to improve the service.
Thomas:
Thank you Gary for sharing such a positive review. I’m really pleased to hear that you feel fully supported by me and the team. Your feedback about our consistency and commitment to improving the service means a great deal, as delivering thoughtful and reliable guidance is something we take seriously. It’s wonderful to know that the work we’ve done together has helped you and your wife enjoy a financially stress‑free retirement. Helping clients move with confidence into the next stage of life is at the heart of good financial planning, and it’s rewarding to see that the plans we put in place have supported you in achieving that sense of security and peace of mind. I’m delighted that you’ve seen the outcomes you were hoping for, and I appreciate you taking the time to share your experience. I look forward to continuing to support you both as your retirement progresses and your plans evolve.Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
During my divorce Tom gave me advice on pension transfer and financial information.
How has Thomas Hatley helped you?
Tom has helped me plan for retirement and how best to use the funds I had.
Have you seen the outcome you were hoping for?
Yes, my pension has grown and my mortgage paid off.
What could they have done better?
Not sure there is anything else that could have been improved on.
Thomas:
Hi Karen, thankyou for taking the time to share such a kind review. I’m really pleased to hear that the support provided during what was understandably a challenging period for you has continued to make a positive difference. Helping you navigate the pension aspects of your divorce and then build a clear plan for your retirement has been an important part of ensuring you felt informed and in control throughout. It’s wonderful to hear that the steps we put in place have helped your pension grow and supported you in paying off your mortgage. Seeing those outcomes come together is exactly what thoughtful financial planning is designed to achieve, and it’s great to know the guidance has worked well for you. Thank you again for your generous feedback and for sharing your experience on VouchedFor. I look forward to continuing to support you as you plan for the future and the opportunities ahead.Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Excellent support from Tom for the last 7 years
How has Thomas Hatley helped you?
Simple, clear support to retirement planning
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing
Thomas:
Hi Phil, thank you for taking the time to leave such a positive review. I really appreciate your kind words and it’s been a pleasure supporting you over the years. Your feedback about the clarity and simplicity of the guidance is particularly encouraging, as helping clients feel informed and confident about their retirement planning is always a key priority for us. It’s great to know that the support provided has helped you achieve the outcomes you were hoping for. Retirement planning can feel complex at times, but when advice is structured around your goals and delivered in a clear, straightforward way, the path ahead becomes much easier to navigate. I’m pleased that this approach has worked well for you. Thank you again for your continued trust and for sharing your experience on VouchedFor. I look forward to supporting you in the years ahead as your plans evolve and new opportunities arise.