Tom's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 2 )
Pensions ( 21 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 19 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 4 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 16 )
Financial Mentoring ( 6 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 2 )
£100k - £200k ( 9 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
( 1 )
Review
by a verified client in Surrey
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had to retire early through ill health but also had a windfall that I needed help deploying
How has Tom Collins helped you?
Honest, objective advice. Seems to genuinely care and offers a range of alternatives to achieve goals. Doesn’t feel like you are being sold product, which is common with some financial advisers
Have you seen the outcome you were hoping for?
So far so good!
What could they have done better?
N/a
Tom:
Thank you so much for taking the time to leave a review, I'm very grateful. Wishing you a long and happy retirement full of excitement. See you in the Parlour again before long!Review
by a verified client in Surrey
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To explain and advise savings and pension options
How has Tom Collins helped you?
He has advised me on my savings and pensions funds. Also advised on inheritance tax options
Have you seen the outcome you were hoping for?
Happy with savings and pension funds performance. Inheritance tax options explained and ongoing
What could they have done better?
Currently satisfied
Tom:
Thank you very much for taking the time to leave a review, I'm extremely grateful. It's been a pleasure working with you to date and I'm looking forward to seeing you again in 2025.Review
by a verified client in Hampshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to fully understand my financial options, including annuities having a number of different pensions acquired from various employers over the years.
How has Tom Collins helped you?
Tom is a very personable advisor who fully understood my position and after his expert anyalysis delivered a great plan to consolidate and grow my pensions safeguarding my retirement whilst also offering good alternatives to my initial thoughts.
Have you seen the outcome you were hoping for?
I'm very pleased with the outcome of working with Tom, the plan is showing good growth
What could they have done better?
I can't of anything at the moment
Tom:
Thank you so much for taking the time to leave a review of our services, I'm extremely grateful. It's been an absolute pleasure getting to know you both during the course of several meetings and calls. I'm over the moon at your recent news (enjoy!) and am looking forward to hearing more about it all in due course. Delighted to hear you feel more confident with your retirement plans and I'll do all I can to support you (and wider family) as the months and years roll on. A big thank you again.Review
by a verified client in Hampshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
An inheritance that needed investing for retirement income
How has Tom Collins helped you?
Advised and helped choose investment
Have you seen the outcome you were hoping for?
Not yet, it's early days
What could they have done better?
Nothing
Tom:
Thank you very much for taking the time to leave a review of our services, I'm extremely grateful. Well done on identifying a potential future risk (reduced retirement income) and engaging with professional advice to rectify this. I've really enjoyed our conversations to date and am looking forward to seeing you again at your next annual planning meeting if not before.Review
by a verified client in Hampshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had savings accounts that were not working for us and then inherited some money so needed a complete review.
How has Tom Collins helped you?
We now have investments which was a big step for us. Tom gave us the support and time to allow us to make choices using his experience and advice. Looking forward to seeing the outcomes whilst knowing that we will be supported if circumstances change
Have you seen the outcome you were hoping for?
Too early yet
What could they have done better?
Nothing, although there is a lot of paperwork!
Tom:
Thank you so much for taking the time to leave a review of our services, I'm extremely grateful. Moving from saver to investor is a big step and I'm delighted that I was able to provide the confidence to come to this decision. I'm 100% confident it's the right course of action for you. Looking forward to speaking again at your next annual planning meeting if not before.