Tom's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 22 )
Retirement income (annuities, drawdown) ( 14 )
Auto Enrolment ( 1 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 3 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 16 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 4 )
£100k - £200k ( 4 )
£50k - 100k ( 2 )
Up to £50k ( 2 )
Review
by a verified client in West Yorkshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial retirement planning
How has Tom Brookes helped you?
Investment
Have you seen the outcome you were hoping for?
We are in a long term plan with our investments continuing to grow
What could they have done better?
N/a
Review
by a verified client in West Yorkshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We sold a second home and wanted to invest hopefully to retire early.
How has Tom Brookes helped you?
Tom is full of up to date knowledge on every financial subject. He answered every question we thought of and explained in a manner that we could understand.
Have you seen the outcome you were hoping for?
Yes, we have invested and can see any increase online.
What could they have done better?
Nothing.
Review
by a verified client in West Yorkshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Because the way financial services are run in this country you need to have someone to deal with your pension etc.
How has Tom Brookes helped you?
Yes Tom have helped in my decision making.
Have you seen the outcome you were hoping for?
Is this a trick question! we do have a Labour Government undermining us all.
What could they have done better?
Not a lot with our aforementioned Labour Government.
Review
by a verified client in West Yorkshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Tom setting up his own business
How has Tom Brookes helped you?
Enormously
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension fund losses.
How has Tom Brookes helped you?
Tom initially reviewed my Pension plan, future needs and arranged a Pension fund transfer. Thereafter Tom provided comprehensive advice regarding pension investment and income sacrifice arrangements. Tom has also holistically reviewed my financial circumstances following the death of my husband in order to ensure that myself and my young daughters financial future is secure.
Have you seen the outcome you were hoping for?
I am feeling more confident about my financial future having been assisted by Tom.
What could they have done better?
Nothing.