Ailsa's reviews
Reviewed for
Pensions ( 35 )
Retirement income (annuities, drawdown) ( 27 )
Auto Enrolment ( 1 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 24 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 28 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
( 3 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 9 )
£100k - £200k ( 4 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Lancashire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Ailsa Thomas helped you?
Advice on where to keep my pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Ailsa:
Thank you so much for taking the time to leave a review!Review
by a verified client in Lancashire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long standing association with this Company-originally personal care by Founder, then on semi-retirement traceried to care of Silsa Thomas,Partner
How has Ailsa Thomas helped you?
Good general advice,sorted some tax details re pension drawdown
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Lancashire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My existing adviser at the time was unresponsive, difficult to contact and unsure about the rules regarding lump sum withdrawals.
How has Ailsa Thomas helped you?
Ailsa has helped me understand my options in relation to my pension arrangements.
Have you seen the outcome you were hoping for?
Yes I have a clearer understanding of where I am currently and what my retirement is likely to look like financially.
What could they have done better?
Nothing. Ailsa is patient and spends whatever time is necessary to explain things to me.
Ailsa:
Thank you for your review, it is a pleasure working with you. Kind regards, AilsaReview
by a verified client in Warwickshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Professional help with financial planning
How has Ailsa Thomas helped you?
Fantastic service. Comprehensive review of my family’s finances and expert tax planning. We have a long term plan thanks to Ailsa.
Have you seen the outcome you were hoping for?
Yes, and much more.
What could they have done better?
Nothing. The service Ailsa provides has been excellent and thorough.
Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To invest for retirement.
How has Ailsa Thomas helped you?
Her advice and professional knowledge.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Everything was to my satisfaction.
Ailsa:
Thank you for taking the time to leave a review, it is very much appreciated. Kind regards, Ailsa