Tom's reviews
Reviewed for
Insurance and Protection ( 7 )
Pensions ( 57 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 47 )
Investments and Savings ( 54 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 24 )
Long Term Care ( 13 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 46 )
Financial Mentoring ( 9 )
Financial Coaching ( 2 )
( 3 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 17 )
£100k - £200k ( 5 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Lincolnshire
7 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
advice from accountant
How has Tom Evans helped you?
has managed our investments well, sorted our pensions and is a nice guy
Have you seen the outcome you were hoping for?
yes
What could they have done better?
biscuits with his coffee
Review
by a verified client in Lincolnshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Get expert advice
How has Tom Evans helped you?
Across all areas of finance helping us understand pros and cons of our investments
Have you seen the outcome you were hoping for?
Definitely
Tom:
Thank you so much, Yvonne, for taking the time to leave this lovely review. I’m really pleased to hear that you’ve found our discussions helpful across all areas of your finances. It’s great to know that the time we’ve spent exploring the pros and cons of your investments has given you clarity and confidence. Hearing that you’ve seen the outcome you were hoping for is exactly what I aim for with every client. Providing tailored advice and helping clients navigate their financial choices is at the heart of what I do. It’s always rewarding to support clients in making informed decisions that align with their goals and give them peace of mind for the future. Thank you again for your feedback. I look forward to continuing to support you on your financial journey. Warm Regards Tom TomReview
by a verified client in Lincolnshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Have used an advisor for a number of years
How has Tom Evans helped you?
Streamlined pensions and advised on short term needs following redundancy
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing
Tom:
Thank you, Phil, for taking the time to share this thoughtful review. I’m really pleased to hear that you’ve been happy with the advice and support provided. It’s great to know that the work we’ve done together to streamline your pensions and navigate your short-term needs following redundancy has been helpful and met your expectations. Building long-term relationships with clients like yourself is at the heart of what we do. Supporting you through both planned milestones and unexpected changes is a key part of how financial advice can make a real difference. I’m glad to have been able to offer clarity and reassurance during this period. Thank you again for your trust and kind feedback. I look forward to continuing to support you with your financial plans in the years ahead. Warm Regards TomReview
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As we looked at retirement we needed to plan for the future
How has Tom Evans helped you?
Tom has helped us ensure financial stability into our later years
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Tom:
Thank you, Lyn, for taking the time to leave such a kind review. I'm really pleased to hear that you've felt supported as you've planned for retirement — it's a significant transition, and ensuring financial stability in later years is something I take great pride in helping clients achieve. It's encouraging to know that the outcome has matched your expectations and that you felt there was nothing more that could have been done. That kind of feedback is both humbling and motivating. Working with clients at this stage of life is all about bringing clarity and peace of mind. I’m glad to have been able to provide that for you. If there’s ever anything more you need as your plans evolve, I’m always here to help. Thanks again for your trust and for sharing your experience. Warm Regards TomReview
by a verified client in Lincolnshire
a month ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
To get an INDEPENDENT view on what we were previously doing with our investments. We wanted confirmation of our own investment choices, but to also get a feel for what else was out there to consider.
How has Tom Evans helped you?
Tom has helped us with long term financial planning for enjoyment in our retirement. His advice on inheritance tax planning has been vital. He has given us fresh ideas to consider for tax free savings too.
Have you seen the outcome you were hoping for?
Within reason yes. Often external factors beyond our control throws a curve ball to the financial investment world, ups and downs with your investments occur, but it’s all about riding them out and sticking to your retirement goals.
What could they have done better?
Nothing really. Tom is ALWAYS well prepared ready for our annual review , and when on occasions we have sought his advice on certain issues during the year, he is always very quick to come back with sound advice and views on the specific topic.
Tom:
Dear Steve, Thank you for taking the time to leave such a thoughtful and encouraging review. I'm truly pleased to hear that you've found our annual reviews consistently well prepared and that the advice I've offered throughout the year has been timely and helpful. It's great to know that seeking an independent perspective on your investments has provided the clarity and reassurance you were looking for. Helping clients gain confidence in their financial decisions is a key part of what I aim to do. I'm especially glad that our work around long-term financial planning and inheritance tax strategies has made a positive difference. It's always rewarding to hear that the ideas we’ve explored—particularly those around tax-efficient savings—have been valuable in shaping your retirement plans. As you rightly point out, external factors will always play a role, but sticking to well-considered goals remains essential. I look forward to continuing our work together and helping you stay on course. Warm regards, Tom