Tom's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 3 )
Pensions ( 75 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 61 )
Auto Enrolment ( 2 )
Investments and Savings ( 79 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 18 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 44 )
Financial Mentoring ( 9 )
( 1 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 23 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
Up to £50k ( 4 )
( 3 )
Review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My defined contribution pension plan had recently matured. I had researched the available options on what to do with it but still felt rather overwhelmed and unsure. I decided to seek some professional advice.
How has Tom Fawcett helped you?
Yes, Tom is very approachable and sensible. He looked at the detail and came up with some much better options than I originally had had in mind.
Have you seen the outcome you were hoping for?
Yes, so far the returns on the retirement account are doing very well, even in these politically turbulent times. I am pleased with the service I have had from Tom.
What could they have done better?
Nothing.
Tom:
Dear Deirdre, thank you so much for your review. I have been monitoring it weekly and have been very pleased with the initial results. It certainly has vinidicated the advice and shows how advice can really add value. Best wishes. TomReview
by a verified client in Surrey
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After I retired, Sue and I needed sound finacial advice so we could hopefully maintain our standard of living.
How has Tom Fawcett helped you?
By ensuring that our savings are invested to provide income as well as professional advice on tax implications.
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
I can't think of anything!
Tom:
Thanks so much Roger. Most grateful for your comments. Best wishes, TomReview
by a verified client in London
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Reducing the level of IHT and potential savings plans
How has Tom Fawcett helped you?
Everything we had hoped for, reduced IHT for my parents estate.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing. Everything my parents had hoped for.
Tom:
Many thanks Colin. Much appreciated. Best wishes, TomReview
by a verified client in Somerset
8 months 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
8 months 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. Tom