Tom's reviews
Reviewed for
Insurance and Protection ( 10 )
Pensions ( 72 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 60 )
Auto Enrolment ( 1 )
Investments and Savings ( 70 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 36 )
Long Term Care ( 19 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 59 )
Financial Mentoring ( 14 )
Financial Coaching ( 5 )
( 5 )
Reviewers' assets
£500k+ ( 25 )
£200k - £500k ( 21 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in Lincolnshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed advice on how to maximise our savings
How has Tom Evans helped you?
Absolutely & especially in 2025 when Tom has been there to answer many questions that have cropped up regarding my husband's care home fees. Whenever I ask him a question, he is there with an immediate response & advice.
Have you seen the outcome you were hoping for?
Yes he has helped me navigate my way to financial security
What could they have done better?
Nothing
Review
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Tom Evans helped you?
Tom is a constant,and competent financial advisor,advisor being the least of his abilities.In our time ( over 5 years) he has proved himself to be first, and foremost, trustworthy( of character,and financial success).It has been a pleasure to listen,learn and manage family's future with him. Thank you. .
Have you seen the outcome you were hoping for?
For the most part,as financial circumstances change, adaptions may become an issue.I have confidence the plans made, will give us our due returns.
What could they have done better?
Personally speaking,I hàve felt restricted in a' tightly wrapped Model'.This is the only minor issue.
Tom:
Dear Tony, Thank you for your thoughtful review and for the trust you’ve placed in me over the past five years. I’m genuinely grateful for your kind words and am pleased to hear that our work together has brought you both reassurance and confidence in planning your family’s future. Your recognition of trust and consistency means a great deal, as these are values I strive to bring to every relationship. I’m particularly glad that you’ve found the experience to be one of learning and shared progress, and I appreciate your openness in highlighting even minor areas for reflection. As financial circumstances shift over time, your ability to adapt and engage with the planning process is key. I remain committed to ensuring your plans evolve in line with your goals, and I look forward to continuing our work together in the years ahead. Warm regards, TomReview
by a verified client in Northamptonshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Multiple pension managment
How has Tom Evans helped you?
Providing guidance on pension risk
Have you seen the outcome you were hoping for?
Not yet.
What could they have done better?
N/a
Tom:
Thank you, Matthew, for taking the time to leave your review. I'm pleased to hear that you've found our discussions around pension risk helpful so far. Understanding the different options and levels of risk is a vital part of effective pension management, and it's great to know this guidance has been of value to you as we navigate your various arrangements. While outcomes can take time to fully materialise, especially with long-term planning like pensions, I’m committed to ensuring you feel informed and supported at every step. As we continue working together, my aim is to help you achieve clarity and confidence around your retirement planning. Thank you again for your trust — I look forward to continuing to support you. Warm Regards TomReview
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Tom Evans helped you?
Helped myself and husband to be sure on how we want to spend and save during retirement
Have you seen the outcome you were hoping for?
Yes
Tom:
Thank you, Louise, for taking the time to leave such a thoughtful review. I’m really pleased to hear that the guidance provided has helped both you and your husband feel more confident about how you want to approach spending and saving during retirement. It’s always a privilege to support clients at such an important life stage, and ensuring you have clarity and peace of mind around your financial plans is central to what I aim to deliver. Retirement planning is deeply personal, and I’m glad we could shape a strategy that suits your goals and lifestyle. Thank you again for your kind words and trust. I look forward to continuing to support you both in the years ahead. Warm Regards TomReview
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning my financial future.
How has Tom Evans helped you?
By advising me for my future.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Tom:
Dear David, Thank you for taking the time to leave such a positive review. I'm really pleased to hear that you’ve found our work together helpful as you plan for your financial future. It’s great to know that the advice and guidance I’ve provided has supported you in achieving the outcomes you were hoping for. Everyone’s financial journey is unique, and it’s always rewarding to see a plan come together in a way that gives clarity and confidence for the years ahead. Your feedback, especially your comment that there’s nothing we could have done better, is very much appreciated. It reinforces the importance of building strong, trusting relationships with clients and providing advice that’s both practical and forward-looking. Thank you once again, and I look forward to continuing to support you with your plans. Warm regards, Tom