Tom's reviews
Reviewed for
Insurance and Protection ( 7 )
Pensions ( 57 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 48 )
Investments and Savings ( 55 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 25 )
Long Term Care ( 13 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 47 )
Financial Mentoring ( 10 )
Financial Coaching ( 2 )
( 3 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 18 )
£100k - £200k ( 5 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in South Yorkshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I was nearing retirement I was looking for advice on investing pension lump sum and money from other investments.
How has Tom Evans helped you?
He has helped maximise our returns by advising on the most effective ways to invest money. He has advised on understanding financial regulations, ensuring we make the most of allowances and other other opportunities. With our agreement he has moved money between accounts and investments. He has advised on will writing and setting up powers of attorney.
Have you seen the outcome you were hoping for?
Our investments are for mid to long term as we don't currently need to draw down a regular income from them. The value of the investments has fluctuated but have generally been in line with market developments.
What could they have done better?
I don't know of anything more that they could have done. Having advice from professional finance experts reduces our need to worry about our investments.
Tom:
Thank you, Stephen, for taking the time to leave such a thoughtful review. I’m really pleased to hear that you’ve felt well supported as you approached and entered retirement—it's a significant life stage, and it’s reassuring to know that our advice has helped reduce the worry around your investments. Your comments about maximising returns, making the most of financial allowances, and navigating regulations really capture the kind of long-term, strategic planning we aim to provide. It’s also great to hear that the guidance around will writing and powers of attorney has been helpful. Financial advice is about more than just investments; it’s about giving clients confidence that every aspect of their financial future is in hand. I look forward to continuing to work together to ensure your plans remain on track and aligned with your evolving needs. Warm Regards TomReview
by a verified client in Lincolnshire
12 days 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
Tom:
Thank you, Eric, for taking the time to leave such a positive review. I'm really pleased to hear that you've been happy with the way your investments and pensions have been managed. It’s great to know that the support provided has given you the outcomes you were hoping for. Creating clear, structured plans tailored to each client’s needs is always my aim, so it's encouraging to know that approach has worked well for you. I'm also glad the personal side of our relationship has made a difference. Building trust and being approachable are key parts of good financial advice. As for the biscuits – point taken! I’ll make sure the hospitality matches the financial planning next time we meet. Thanks again for your feedback, and I look forward to continuing to support you in the future. Warm Regards TomReview
by a verified client in Lincolnshire
13 days 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
13 days 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 Tom