Thomas Skinner

This review is a follow-up review from a client who left a review previously.

How has Thomas Skinner helped you since your last review?

Tom has advised how I can pay extra pension payments .

This review is a follow-up review from a client who left a review previously.

How has Thomas Skinner helped you since your last review?

Clear and thoughtful pension planning. General investment advise. Always very responsive and efficient. Just an impressive person with high integrity

What were the circumstances that caused you to initially look for an adviser?

I needed advice regarding my NHS pension. As some may know, NHS pensions are complicated with various schemes. It is fairly commonplace to exceed the annual allowance, sometimes because of incorrect figures having been sent across to NHS pensions, resulting in significant tax charges. As a new consultant having just exceeded the annual allowance for the aforementioned reason, I sought advice from Tom.

How has Thomas Skinner helped you?

Tom went through my salary and pension figures over the past five or so years with a fine-toothed comb. He explained the schemes to me, and provided detailed reports (in terms I could understand). He and his team also updated NHS pensions with more accurate figures than those they held on record.

Have you seen the outcome you were hoping for?

Yes - clearer, more accurate pension figures and a better understanding of my pensions schemes and options.

What could they have done better?

Not much - have been great from the outset.

What were the circumstances that caused you to initially look for an adviser?

Career and pension planning from university through working life

How has Thomas Skinner helped you?

Through all aspects; pension planning, investment planning, etc.

Have you seen the outcome you were hoping for?

Yes. Much better than expected. Over course of relationship have been educated by Tom in financial matters to aid understanding of decisions.

What could they have done better?

Has been very supportive. I have valued his advice, honesty and openness since 2006. Very impressed with innovation and keeping in contact during these pandemic times.

What were the circumstances that caused you to initially look for an adviser?

To help navigating the mine field of NHS pension tax

How has Thomas Skinner helped you?

he did all the necessary calculations for my pension and tax promptly and efficiently.

Have you seen the outcome you were hoping for?

yes fully