Tom's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 1 )
Pensions ( 113 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 83 )
Auto Enrolment ( 1 )
Investments and Savings ( 44 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 6 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 20 )
Financial Planning ( 24 )
Financial Mentoring ( 6 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 18 )
£100k - £200k ( 26 )
£50k - 100k ( 10 )
Up to £50k ( 10 )
Review
by a verified client in North Yorkshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was already with the Pru and when Tom became independant i was happy for himto continue looking after my financial advice
How has Tom Stones helped you?
Tom has continually kept me updated with my financial situation with emails and phone calls and lately meetings
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing as I'm aware
Review
by a verified client in Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to take a tax free lump sum from my pension
How has Tom Stones helped you?
After meeting Tom he went through all options that would be suitable for me and my personal circumstances
Have you seen the outcome you were hoping for?
Yes pleased with outcome
What could they have done better?
Nothing a friendly and professional service
Review
by a verified client in North Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I wanted to review our current pensions and protection.
How has Tom Stones helped you?
Tom provided a very professional service to myself and my husband by providing various options to suit our needs. His time and the way of explaining each product available to ourselves was done in a very good manner which gave my husband and I, confidence and understanding of each products best to suit our circumstances and affordability. Tom's manner and presentation was 10/10 and we would highly recommend him to any future clients.
Have you seen the outcome you were hoping for?
Tom has provided the exact outcome we were looking for and security for both our futures.
What could they have done better?
Tom's service was exceptional and there is nothing else he could better.
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Tom
Tom was punctual, patient, helpful and has a sence of humour.
Review
by a verified client in Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to draw 25 per cent of my prudential pension for the purpose of a holiday in Australia and to fund a project at my football club.
How has Tom Stones helped you?
Yes Tom was a big help and explained things very well
Have you seen the outcome you were hoping for?
Yes and I’m satisfied with the outcome
What could they have done better?
He maybe could have brought some biscuits for my dog !