Tom's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 52 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 44 )
Investments and Savings ( 49 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 20 )
Long Term Care ( 13 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 40 )
Financial Mentoring ( 9 )
Financial Coaching ( 2 )
( 3 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 16 )
£100k - £200k ( 4 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Lincolnshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term pension and investment plan
How has Tom Evans helped you?
Provided options on what was available.
Have you seen the outcome you were hoping for?
Confident with the present investment plan.
What could they have done better?
Not aware of anything specific.
Tom:
Thank you, Pete, for taking the time to leave your review. I’m really pleased to hear that you’re feeling confident with your current investment plan — that reassurance is exactly what good financial planning aims to provide. It’s great to know that the options we discussed helped bring clarity to your long-term pension and investment goals. Helping clients feel more informed and secure about their financial future is a key part of the service I strive to deliver. I also appreciate your feedback that there wasn’t anything specific you felt needed improvement — that’s encouraging to hear, and I’ll continue working hard to maintain that standard. Thanks again for your kind words and for placing your trust in me. Warm Regards, TomReview
by a verified client in Lincolnshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer and general investment advice.
How has Tom Evans helped you?
very approachable and knowledgeable.
Have you seen the outcome you were hoping for?
yes very much so…..
What could they have done better?
nothing that Tom could influence…
Tom:
Dear Gary, Thank you for taking the time to leave such a positive review. I'm really pleased to hear that you've had a good experience and that the outcome has met your expectations. It’s great to know that you found me approachable and knowledgeable—those are qualities I aim to bring to every conversation, especially when helping clients through important decisions like pension transfers and broader investment planning. I appreciate your kind words, and I'm glad I could support you in a way that made the process clear and constructive. Should anything change in the future or you have further questions, I’m always here to help. Thanks again for your trust and feedback. 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?
Already a trusted advisor to my husband, I wanted a pension to sustain me until state pension age and Tom set up a plan for exactly what I asked for
How has Tom Evans helped you?
He has made me understand how important it is to be financially secure at pensionable age
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really
Tom:
Thank you, Amanda, for taking the time to leave such a thoughtful review. I’m so pleased to hear that you’ve found our work together helpful, particularly in shaping a plan that gives you confidence about your financial future. It’s great to know the pension strategy we put in place is aligned with your goals and offers the peace of mind you were looking for. Helping clients feel secure and well-prepared for retirement is central to everything I do, and I’m glad that came through in your experience. I also really appreciate your comment about understanding the importance of financial security at pensionable age – that kind of clarity is a crucial part of long-term planning. Thank you again for your kind words, and I look forward to continuing to support you on your financial journey. 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?
My Company pension changed the rules to my disadvantage, Tom looked at this and advised me to take a SIPP.
How has Tom Evans helped you?
Tom is obviously very well educated in his field. He has reassured me when the markets have slumped and has found me an annuity knowing my character that I would rather be safe than make a lots of money.
Have you seen the outcome you were hoping for?
Yes, an unexpected outcome in the end.
Tom:
Thank you, James, for taking the time to leave such a thoughtful review. I’m really pleased to hear that you’ve felt reassured throughout the process and that the outcome has ultimately been a positive one — even if unexpected. Your comments about feeling supported during market dips and being matched with an annuity that reflects your personal comfort with risk are especially encouraging. One of the most important aspects of financial advice is tailoring solutions to each individual, and it’s great to know that this has made a difference for you. Helping clients navigate changes to pensions or unexpected shifts in policy is exactly where advice can add value, so I’m glad I could assist in turning a potentially negative change into a more secure and suitable solution. Thank you again for your trust and for sharing your experience. 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?
I had multiple pension pots across several providers and I was concerned that they were not performing as well as they could be. Additionally, I wanted to know if I was on track to have the retirement lifestyle my wife and I wanted.
How has Tom Evans helped you?
Tom provided an independent and forensic review of my pension situation and put a plan in place to take me up to my retirement. Additionally, Tom showed that I could make adjustments to my working hours now and still be on track to achieve our retirement goals. We can now spend more time doing the things we enjoy (rather than working full time) knowing we have a solid financial foundation once we enter full time retirement.
Have you seen the outcome you were hoping for?
Absolutely, we now understand our financial situation and can plan for the next few years before entering retirement.
What could they have done better?
Nothing
Tom:
Thank you, Shaun, for taking the time to leave such a thoughtful review. I'm really pleased to hear that the work we've done together has given you both clarity and confidence about your financial future. It’s great to know that the review of your pension arrangements and the planning we put in place has helped you take meaningful steps towards the lifestyle you and your wife are aiming for in retirement. Being able to adjust your working hours now, while staying on track for your long-term goals, is exactly the kind of outcome we strive to achieve for our clients. Understanding your financial position can make such a difference—not only in terms of future planning, but also in enjoying life today. I’m glad to have supported you in gaining that peace of mind. Thanks again for your kind words and for placing your trust in me. I look forward to continuing to support you on the journey to and through retirement. Warm Regards Tom