Thomas's reviews
Reviewed for
Pensions ( 29 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 10 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 18 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 3 )
Review
by a verified client in London
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement
How has Thomas Miller helped you?
Developed a comprehensive plan into the future for retirement income and effective management of savings and capital
Have you seen the outcome you were hoping for?
Very much so
What could they have done better?
I'm very happy with everything Tom had done
Review
by a verified client in Surrey
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed technical guidance about pensions and my options post-retirement.
How has Thomas Miller helped you?
Clear advice about what I could do.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Happy as is.
Review
by a verified client in Wiltshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was widowed and needed help with the complex financial affairs I inherited from my husband
How has Thomas Miller helped you?
By understanding my needs and guiding me through the various possible financial paths available to me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
It is not easy to say as progress was hindered by a difficult and tortuous probate settlement.
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed one.
How has Thomas Miller helped you?
Mainly through Inheritance tax.
Have you seen the outcome you were hoping for?
So far, yes but I am not yet dead.
What could they have done better?
Who are they?
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to invest spare savings long term
How has Thomas Miller helped you?
Enabled me to long-term plan. Warned me about potential risks. Investigated topics specific to my situation.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Find out more about non-resident clients and how they can maintain investments and savings in the UK.