Lewis's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 28 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 8 )
Auto Enrolment ( 1 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 12 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 2 )
£100k - £200k ( 4 )
£50k - 100k ( 4 )
Up to £50k ( 5 )
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 Hampshire
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to start a pension
How has Lewis Tomlins helped you?
Given me great advice and help both setting up a pension, and with my personal finances
Have you seen the outcome you were hoping for?
Too early to say
What could they have done better?
N/A at this point
Review
by a verified client in Vale of Glamorgan
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement age
How has Lewis Tomlins helped you?
Financial planning
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in West Sussex
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate my pensions.
How has Lewis Tomlins helped you?
His advice and expertise helped me move all my affairs quickly and smoothly.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing. I am very happy with all that Lewis has done.
Review
by a verified client in Hampshire
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Becoming a Ltd company
How has Lewis Tomlins helped you?
Setting my pension up
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Lewis:
Cheers Kev, top man!Review
by a verified client in London
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had retired after taking a voluntary redundancy payment.
How has Lewis Tomlins helped you?
He guided me through each step and explained a sometimes complex process in precise, simple terms.
Have you seen the outcome you were hoping for?
Yes. In fact, my financial situation is better than I at first thought and Lewis had a lot to do with that.
What could they have done better?
I honestly can't think of anything.
Lewis:
Thanks so much John, pleasure as always!