Tom's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 3 )
Pensions ( 75 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 59 )
Auto Enrolment ( 2 )
Investments and Savings ( 77 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 17 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 43 )
Financial Mentoring ( 8 )
( 1 )
Reviewers' assets
£500k+ ( 25 )
£200k - £500k ( 23 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
Up to £50k ( 4 )
( 3 )
Review
by a verified client in Somerset
6 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Tom was a pension salesman back in the early eighties and has continued to successfully advise me on retirement income ever since
How has Tom Fawcett helped you?
My savings were deposited in investment and ISA accounts as recommended by Tom.
Have you seen the outcome you were hoping for?
?
What could they have done better?
I have no idea - I ‘don’t do finance’. !
Tom:
Thanks very much John. Most grateful for your comments. Best wishes, TomReview
by a verified client in Surrey
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Tom Fawcett helped you?
By giving excellent advice
Have you seen the outcome you were hoping for?
I think so
What could they have done better?
Nothing really. He is a very nice chap, always look forward to seeing him to make sure my investments are doing well.
Tom:
Thanks so much Sue. Much appreciated. TomReview
by a verified client in Surrey
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I retired from the Finance business I needed an advisor to keep up with the changing financial services pluses and minuses
How has Tom Fawcett helped you?
I knew Tom when he started in the Financial Services business and felt very confident choosing him as my Consultant when i retired
Have you seen the outcome you were hoping for?
YES
What could they have done better?
NOTHING
Tom:
Thanks so much Pammy. You are fab as always. Nicky sends her love and never forgets your attention in San Francisco!Review
by a verified client in Berkshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sale of company shares.
How has Tom Fawcett helped you?
Common sense advice nothing fancy. Gives you all options his risk assessment up or down is spot on. He has overseen a very difficult market over the last 5 years. I cannot fault him.
Have you seen the outcome you were hoping for?
Everyone wants positive results that is not always possible. What is important is to be realistic. The results very much exceeded my expectations.
What could they have done better?
Nothing, Tom is always available if you have concerns.
Tom:
Thanks so much John. Most grateful. Hope you and Debs are keeping well. TomReview
by a verified client in Surrey
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Combining all my pensions,and required advice on a pension by out from a long forgotten company pension.
How has Tom Fawcett helped you?
Great advice on combining all my pensions and advice on benefits of drawdown over annuity.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not to my knowledge
Tom:
Thanks so much Tony. Most grateful. Hope you and Eileen are keeping well. Tom