Lukasz Tomczyk

Lukasz Tomczyk

Reffiness Ltd

Lukasz's reviews

Reviewed for

Insurance and Protection ( 15 )

Mortgages ( 23 )

Pensions ( 4 )

Retirement income (annuities, drawdown) ( 1 )

Auto Enrolment ( 1 )

Investments and Savings ( 6 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 4 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 3 )

Financial Planning ( 5 )

Financial Mentoring ( 2 )

Financial Coaching ( 1 )

Reviewers' assets

£200k - £500k ( 1 )

£50k - 100k ( 3 )

Up to £50k ( 18 )

Review

by a verified client in London

2 days ago

Overall

Advice

Service

Value

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

Re-mortgage and transfer of equity

How has Lukasz Tomczyk helped you?

Advised about re-mortgage options, helped with securing mortgage offer and supported through equity transition process

Have you seen the outcome you were hoping for?

100%

What could they have done better?

Can't think of any - his advice was top of the top!

Review

by a verified client in London

4 days ago

Overall

Advice

Service

Value

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

He helped during the whole process of getting mortgage offer.

How has Lukasz Tomczyk helped you?

Advised about mortgage, helped complete all documentation, advised and explained the whole mortgage process and buying process

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

I don't think there's anything else

Lukasz:

I appreciate your feedback; thank you! The home-buying process can be daunting and stressful, but I'm glad you found it rewarding! Lucas
Review

by a verified client in London

4 days ago

Overall

Advice

Service

Value

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

New mortgages

How has Lukasz Tomczyk helped you?

Fully advised

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Noting hi is good

Lukasz:

I appreciate your feedback; thank you! I am glad to know that you are satisfied with the mortgage advice provided!
Review

by a verified client in London

6 days ago

Overall

Advice

Service

Value

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

I received inheritance and needed a help with my savings

How has Lukasz Tomczyk helped you?

I recently reached out to Lukasz for finance advice after receiving an inheritance.

Have you seen the outcome you were hoping for?

I couldn't be more pleased with the experience. From the very beginning Lukasz was incredibly helpful and professional.He took the time to listen to my concerns, understand my situation. What impressed me most was his clear communication and patience in explaining financial topics and ideas in a way that was easy to understand. I felt genuinely looked after during the whole process.

What could they have done better?

Nothing!!!lm so pleased with help&support received from Lukasz

Lukasz:

Thank you for your honest feedback. I am glad you appreciated the process and the advice given. It was a pleasure to work with you in the initial stage; more importantly, we are not stopping here but are moving forward with long-term planning. See you at the next review meeting!
Review

by a verified client in Hertfordshire

11 days ago

Overall

Advice

Service

Value

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

Increased self awareness, timing

How has Lukasz Tomczyk helped you?

Łukasz distinguished himself by expertly resolving the complications caused by the NEST pension scheme. He guided me through the process of transitioning away from a burdensome and bureaucratic system, and clearly explained the benefits of moving to a SIPP. I was able to make this decision with full confidence and understanding. In addition, he provided valuable advice across a range of financial matters, particularly in navigating the responsibilities of a private pension alongside those of a limited company director. I highly recommend his services.

Have you seen the outcome you were hoping for?

Definitely YES

What could they have done better?

Can't think of any

Lukasz:

Thank you Chris! As we work on an ongoing basis, you probably know how I enjoy working with you. Nevertheless, your feedback is extremely rewarding! We stay on track!