Reviewed for
Insurance and Protection ( 2 )
Pensions ( 29 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 12 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 17 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 7 )
£100k - £200k ( 4 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
Client reviews
First impression from a user who is not yet a client
September, 2024
Overall
Please provide a brief comment about your experience with Tom
Tom was polite and personable, it was clear that he had done some research on our backgrounds through our previous phone call conversations.
First impression from a user who is not yet a client
August, 2024
Overall
Please provide a brief comment about your experience with Tom
Tom arrived on time and well presented for our initial meeting to discuss our position and possible next steps. Tom was clear, concise and friendly, and made understanding our possible options easy to digest. We're really looking forward to seeing where the next steps take us.
Tom's reply
Thank you, Stephen, for your thoughtful review. I'm pleased to hear that you found our initial meeting helpful and that I could make the process of understanding your options clear and straightforward. It's great that you're feeling positive about the next steps, and I'm equally looking forward to continuing our work together to achieve your financial goals. If you have any questions or need further guidance along the way, please don't hesitate to reach out. Your trust in my advice means a great deal, and I'm committed to supporting you every step of the way. Thanks Tom
Review from verified client
August, 2024
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
To work out a pension plan and advise on planning future investments and tax planning
How has Tom Saleh helped you?
I am not in any way used to dealing in personal investment/tax planning. Tom has made it a lot easier for me to understand and I feel relaxed while discussing these topics with him.
Have you seen the outcome you were hoping for?
Pension and investment planning looks to be going well but we have still some planning to complete
What could they have done better?
I am very happy with all the advise I have received to date,
Tom's reply
Dear David, Thank you for taking the time to leave such a thoughtful review. I’m delighted to hear that you are happy with the advice you've received so far. It’s wonderful to know that our discussions have helped you feel more at ease with your pension, investment, and tax planning. Making complex financial matters understandable and ensuring you feel confident and relaxed in your decisions is always my goal. I’m pleased that our work on your pension and investment planning is progressing well, and I look forward to continuing to support you as we complete the remaining steps. Your trust in my guidance is greatly appreciated, and I’m here to assist with any further questions or adjustments you might need as we move forward. Thank you again, David, for your kind words and for choosing me to help with your financial planning. Best regards, Tom
First impression from a user who is not yet a client
July, 2024
Overall
Please provide a brief comment about your experience with Tom
Tom was really easy to speak to. We feel he advised us well on the business, and the potential plan with a pension.
Tom's reply
Dear Lee, Thank you for taking the time to leave such a positive review. I'm delighted to hear that you found our discussions helpful and that you felt at ease throughout the process. It's great to know that the advice on the business and potential pension plan was beneficial to you. Providing clear and effective guidance is always my goal, and your feedback reassures me that I am meeting that objective. Should you have any further questions or need additional advice, please don't hesitate to get in touch. I look forward to continuing to support you on your financial journey. Best regards, Tom
Review from verified client
June, 2024
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Tom Saleh helped you?
Consider my present/future earnings/savings
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Tom's reply
Thank you, Jamie, for your positive feedback. I’m pleased to hear that I was able to assist you with your pension planning by considering your present and future earnings and savings. It's great to know that you have seen the outcomes you were hoping for. If you have any further questions or need additional assistance, please don’t hesitate to reach out. Thank you once again for your kind words and for choosing my services. Thanks Tom
First impression from a user who is not yet a client
June, 2024
Overall
Please provide a brief comment about your experience with Tom
Tom has taken the time to understand my needs and explain the options available to me in clear terms
Tom's reply
Thank you, Steve, for sharing your feedback about your experience with me. I am dedicated to understanding each client’s unique needs and presenting clear, concise options to help you make informed financial decisions. I am delighted to hear that you felt well-supported and informed throughout the process. Your satisfaction is my priority, and it’s rewarding to know that my approach has been beneficial for you. I look forward to continuing to support you with your financial planning needs. Thanks Tom
Review from verified client
June, 2024
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
To arrange pension after divorce
How has Tom Saleh helped you?
Set up pension and gave valuable advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing comes to mind
Tom's reply
Thank you, Donna, for taking the time to leave such a positive review. I'm glad to hear that I could assist you in arranging your pension following your divorce. It's wonderful to know that the advice provided was valuable and that you are seeing the desired outcomes from our work together. As a financial adviser, my goal is to support clients through significant life changes with tailored advice and solutions. I'm pleased that you found the pension setup process smooth and effective. Your feedback is truly appreciated, and it reinforces my commitment to providing high-quality financial advice. Thank you once again for your trust and kind words. If you have any further questions or need additional assistance in the future, please don't hesitate to reach out. Best regards, Tom
Review from verified client
June, 2024
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Tom Saleh helped you?
He’s consolidated everything for us regarding our pension.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Tom's reply
Dear Jane, Thank you so much for taking the time to leave such a positive review. I’m delighted to hear that you found my assistance with your pension advice helpful. Consolidating your pension can often seem daunting, and I'm pleased to know that the process has been smooth and met your expectations. Your feedback about achieving the outcome you were hoping for is greatly appreciated. It’s my goal to ensure that my clients feel secure and informed about their financial future, and I’m glad to have been able to assist you effectively. If you have any further questions or need additional support in the future, please don’t hesitate to reach out. Kind regards, Tom
First impression from a user who is not yet a client
May, 2024
Overall
Please provide a brief comment about your experience with Tom
Tom was excellent. really helpful and insightful.
Tom's reply
Hi Ryan Thanks for leaving such a great review, it was great meeting you and I look forward to seeing you again soon Thanks Tom
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Sold our business
How has Tom Saleh helped you?
Advised how to make receive the best income out of our money
Have you seen the outcome you were hoping for?
yes
Tom's reply
Hi Neil Thanks for taking the time to leave this review. Selling a business is a big change of lifestyle, and I'm glad to hear I've been able to help you through that transition by helping you find investments that suit your needs, and provide an income Looking forward to speaking to you again soon Thanks Tom
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Tom Saleh helped you?
Sorted my pensions and advice on investment's
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't think he could have done anymore
Tom's reply
Hi Phillip Thanks for taking the time to leave this review. It's great to hear I have helped you to achieve the outcomes you were hoping for with your pension and investments, and I look forward to seeing continued success together in the future Thanks Tom
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Dorset
What were the circumstances that caused you to initially look for an adviser?
Investing funds from the sale of a business
How has Tom Saleh helped you?
Tom is knowledgeable and friendly and I feel comfortable taking his advise
Have you seen the outcome you were hoping for?
My portfolio is still in the early days but I am happy with the outcome so far.
What could they have done better?
Nothing
Tom's reply
Hi Linda Thank you for your kind words. It's been great working with you to help you achieve your financial goals. I look forward to seeing continued success together going forward Thanks Tom
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Had a windfall
How has Tom Saleh helped you?
Tom helped with all my investments
Have you seen the outcome you were hoping for?
Up to now very good
What could they have done better?
Nothing at the moment
Tom's reply
Hi Derek Thank you for leaving me such a great review. It's great to hear I have been able to help you with your investments, and to achieve your goals. I look forward to us seeing continued success in the future Thanks Tom
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Business opportunities
How has Tom Saleh helped you?
To plan for the future and to be tax efficient
Have you seen the outcome you were hoping for?
Not yet be we are confident we will
What could they have done better?
Nothing his advise and delivery was first class
Tom's reply
Hi Kirstie Thanks for taking the time to leave such a positive review. It's been great working with you to give you more confidence in your financial future. I look forward to seeing you again Thanks Tom
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
We needed to utilise our pension and savings more economically
How has Tom Saleh helped you?
Clear and precise advice with plenty of options to suit our needs
Have you seen the outcome you were hoping for?
We are in the latter stages of set up but all is going very smoothly and heading in the right direction
What could they have done better?
So far , we have nothing we are dissatisfied with .
Tom's reply
Hi Mick Thank you for leaving such a positive review. I'm pleased to hear that I have helped everything go smoothly, and that I was able to give you plenty of options, and clear advice to help you make decisions that best suit your needs I look forward to seeing you again soon Thanks Tom
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
To help plan funding our future retirement
How has Tom Saleh helped you?
Sound and clear advice giving us the confidence to go forward
Have you seen the outcome you were hoping for?
Not as yet still very early stages of investments
What could they have done better?
Nothing all good
Tom's reply
Thank you very much for your kind review Debbie. I'm glad we could put together a plan to hopefully help you achieve for plans for retirement in the not too distant future. Kind regards Tom
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Early retirement and advice on what to do with my pensions.
How has Tom Saleh helped you?
He's put my mind at rest about what the best way to go with my pensions are. Also what to look forward to in the future.
Have you seen the outcome you were hoping for?
Yes with Toms professional advice.
What could they have done better?
Nothing, the service and advice was excellent.
Tom's reply
Thanks for your kind review Neil. I'm pleased to have given you the drawdown advice you needed to enable you to retire early.
First impression from a user who is not yet a client
October, 2023
Overall
Please provide a brief comment about your experience with Tom
Tom was very approachable and easy to talk to. He reassured us with anything we did not understand and was very informative.
Tom's reply
Thank you very much for your kind review Kirstie. I look forward to working with you both to develop a plan which could save your business tax, whilst building a retirement plan for you both. Tom
First impression from a user who is not yet a client
October, 2023
Overall
Please provide a brief comment about your experience with Tom
AN EASY MAN TO DEAL WITH, VERY QUICK TO UNDERSTAND OUR SITUATION AND HIS EXPLANATIONS VERY CLEAR AND CONCISE.
Tom's reply
Thank you very much for your kind review Terence, it was a pleasure to meet you and your wife. I look forward to helping you develop a plan to pay the care fees for your family member which will give you all some peace of mind. Tom
First impression from a user who is not yet a client
September, 2023
Overall
Please provide a brief comment about your experience with Tom
A very pleasant person to deal with,Felt very reassured by Tom's attitude and advice,Answered any of our questions clearly. Looking forward to meeting him again soon.
Tom's reply
Thank you very much for the review Ashley, it was lovely to meet you both. I'm glad I provided some answers to your questions and I look forward to meeting you soon to develop your plan for retirement.
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Nottinghamshire
What were the circumstances that caused you to initially look for an adviser?
Needed to plan for my retirement whilst reducing my current tax liabilities
How has Tom Saleh helped you?
Provided me with a structured plan to achieve my objectives
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Tom's reply
Thank you very much for your review John, I really appreciate it. I'm glad I was able to provide you with advice to reduce your personal tax liability, whilst also reducing the tax within your business and helping you start a plan for retirement.
First impression from a user who is not yet a client
August, 2023
Overall
Please provide a brief comment about your experience with Tom
Excellent communication with great clarity.
Tom's reply
Thank you very much for the review Andrew. I'm glad you found our conversation useful to help you save Corporation Tax within your business and the importance of using a local independent adviser to review your current pension arrangements.
First impression from a user who is not yet a client
August, 2023
Overall
Please provide a brief comment about your experience with Tom
Explained everything in understandable terms and gave all the right answers to my questions. More than happy to deal with Tom.
Tom's reply
Thank you very much for your review and I look forward to presenting my advice shortly.
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
To sort out our financed
How has Tom Saleh helped you?
He gave us the advice we needed
Have you seen the outcome you were hoping for?
Not yet
What could they have done better?
Nothing
Tom's reply
Thank you very much for your lovely review.
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
We had sold our business and wanted financial advice.
How has Tom Saleh helped you?
Recommended appropriate investments for our money.
Have you seen the outcome you were hoping for?
It is too early to tell.
What could they have done better?
Nothing
Tom's reply
Thank you very much for your kind review, I look forward to building on the financial plan we have discussed as times goes on.
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Reached retirement age
How has Tom Saleh helped you?
With all financial planning and importance of power of attorney.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Tom's reply
Thank you for your very kind review. I look forward to speaking with you soon.
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Having experienced indifferent advice from my bank and, to a degree, building society, our savings over many years plus an inheritance deserved better.
How has Tom Saleh helped you?
Tom has continued the positive, friendly approach of his predecessors and gives straight forward non jargon information on our existing investments keeping us abreast of opportunities available.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I'm not certain that this can be quantified. There have been so many "one offs" affecting finances of late such as pandemics and mismanagement by government that keeping our investments stable at best but increasing value can only be good.
Tom's reply
Thank you so much for your kind review. I hope you are both well and I look forward to catching up with you soon.
First impression from a user who is not yet a client
July, 2023
Overall
Please provide a brief comment about your experience with Tom
Tom was friendly and professional, and was great at explaining a very complexed subject.
Tom's reply
Thank you very much for your kind review, I look forward to working with you in the very near future.
First impression from a user who is not yet a client
July, 2023
Overall
Please provide a brief comment about your experience with Tom
Tom was very patient, explained matters regarding pension queries in way that was understandable to a lay person. The slides that he had taken the time to prepare were easy to follow and understand. Tom answered all queries and questions in well and made sure that he had been understood before moving on. Would definitely recommend Tom to anyone that was needing help to understand their pensions from the amount you are putting in to when, how and what options are available as and when retirement age is reached..
Tom's reply
Thank you very much for your review, I'm very glad to have helped with your queries and I look forward to seeing you again in the future.
First impression from a user who is not yet a client
July, 2023
Overall
Please provide a brief comment about your experience with Tom
Very friendly and spoke in laymen's terms to help make the whole session much easier to understand - all round very helpful and very grateful for his input!
Tom's reply
Thank you very much for your review, I am glad to have helped with your queries. I look forward to working with you in the future.
First impression from a user who is not yet a client
June, 2023
Overall
Please provide a brief comment about your experience with Tom
Nice to meet an advisor who is transparent and clear.
Tom's reply
Thank you very much for your kind review and I look forward to working with you in the very near future.
First impression from a user who is not yet a client
June, 2023
Overall
Please provide a brief comment about your experience with Tom
Professional, clarified a number of grey areas in our financial planning, offered sound advise without trying to hard sell.
Tom's reply
Thank you very much for your kind review.
First impression from a user who is not yet a client
June, 2023
Overall
Please provide a brief comment about your experience with Tom
Navigating the ever changing financial minefield of pensions and investments was a daunting prospect for me but after meeting with Tom, I feel I have much more clarity in formulating a strategy for my financial future. I found Tom to be very approachable and would recommend his professional advice without reservation.
Tom's reply
Thank you so much for the very kind review. It was a pleasure to meet you and I look forward to working with you in the future.
First impression from a user who is not yet a client
May, 2023
Overall
Please provide a brief comment about your experience with Tom
Tom flexed his approach and provided professional advice at the pace and detail I needed
Tom's reply
Thank you so much for the lovely review, I really appreciate it and I look forward to providing you with advice in the near future.
Review from verified client
May, 2023
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Needed assistance in reviewing and merging various pension plans and savings
How has Tom Saleh helped you?
Tom reviewed all our finances, explaining everything thoroughly enabling us to make informed decisions on retirement and future finances.
Have you seen the outcome you were hoping for?
We are very happy with the advice already received and Toms continued support
What could they have done better?
Nothing
Tom's reply
Thank you very much leaving your review, I really appreciate it.
First impression from a user who is not yet a client
May, 2023
Overall
Please provide a brief comment about your experience with Tom
Tom was thoroughly professional. He was knowledgeable and what he didn't know he said he would find out. We felt we could trust him with our future plans and seemed to have our best interests at heart.
First impression from a user who is not yet a client
April, 2023
Overall
Please provide a brief comment about your experience with Tom
Tom was polite understanding and knowledgeable about all subjects and was able to advice us in different ways. Tom was not pushy but understanding and supportive.
Tom's reply
Thank you very much for the review, I really appreciate it. It was lovely to get to know you during our meeting.
First impression from a user who is not yet a client
April, 2023
Overall
Please provide a brief comment about your experience with Tom
On first meeting Tom i felt totally at ease not knowing a lot about pensions. He explained everything in simple terms and by the end of the meeting i knew exactly what i needed to do.
Tom's reply
Thank you very much for your feedback and I look forward to speaking to you when you return from your holiday.
Review from verified client
March, 2023
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
I needed to restart my pension contributions and to look to consolidate my pensions.
How has Tom Saleh helped you?
He has advised re level of contribution needed and tax saving.
Have you seen the outcome you were hoping for?
He has been extremely helpful - won’t see the outcome yet.
What could they have done better?
Nothing - he’s been informative, helpful and everything kept simple and easy to understand.
Tom's reply
Thank you very much for your review and I look forward to working with you in the future.
Review from verified client
March, 2023
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Self employed mid 50's wanting to make sure that pensions were in a healthy state for retirement. Also recently widowed and had a lump sum for investment, for retirement but also for inheritance for children
How has Tom Saleh helped you?
Tom looked at existing pensions and advised on best way to treat those. Also looked at future pension planning to best utilise the existing pensions. Set up investment for lump sum with appropriate levels of risk and return.
Have you seen the outcome you were hoping for?
Yes, pensions sorted and investments made. Process was very easy and friendly. Tom explained everything very thoroughly and multiple times.
What could they have done better?
Nothing
Tom's reply
Thank you very much for the positive review, I look forward to working with you in the future.
Review from verified client
February, 2023
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Use FBR as my Accountant so already had good working relationship. I needed help with bringing together several pension pots and managing SIPP on long term drawdown basis, so FBM seemed like a good place to start. Tom has a good pair of listening ears and confirming or otherwise my financial strategy and actions without any heavy sell, and thus providing me with reassurance during periods of market uncertainty.
How has Tom Saleh helped you?
See above
Have you seen the outcome you were hoping for?
Yes, despite market movements
What could they have done better?
Not sure.
Tom's reply
Thank you for your feedback, it is really appreciated.
Review from verified client
January, 2023
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Money just in bank not doing anything
How has Tom Saleh helped you?
Put our money into investments and given us advice
Have you seen the outcome you were hoping for?
Not yet but it’s early days
What could they have done better?
Nothing
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
recommended by FBR through their accountancy work they do for me. I needed to invest funds
How has Tom Saleh helped you?
Given me clear advice in a timely manner, explaining the complexities
Have you seen the outcome you were hoping for?
Don't know it is too early to say and i haven't checked the data! the current state of the economy also has made me think it perhaps won't be a true picture
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Needed help with my investments
How has Tom Saleh helped you?
Tom is a very helpful guy
Have you seen the outcome you were hoping for?
Will in the future
What could they have done better?
Nothing
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
To review our pension and make the right choice.
How has Tom Saleh helped you?
Very helpful, fully explained all options and agreed the choice for us.
Have you seen the outcome you were hoping for?
By making the right choice it will benefit us later when the time comes.
What could they have done better?
We are very happy with the outcome and Tom could not have been more professional, always available for any queries and most helpful. An excellent advocate in his profession.
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Looking to buy an annuity
How has Tom Saleh helped you?
Talked me through my pension options
Have you seen the outcome you were hoping for?
Yes
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Inheritance tax planning
How has Tom Saleh helped you?
Good sound advice and thoughtful to our circumstances
Have you seen the outcome you were hoping for?
Under way
What could they have done better?
N/A
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Sold my business
How has Tom Saleh helped you?
Invested my money
Have you seen the outcome you were hoping for?
Too early to say
What could they have done better?
Nothing
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Via FBR accountants
How has Tom Saleh helped you?
Hugely!
Have you seen the outcome you were hoping for?
Yea
What could they have done better?
Nothing!
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
We had money just stuck in the bank and worried about moving it because a close relative had been scammed. We knew we needed advice.
How has Tom Saleh helped you?
Tom has advised us what to do and taken away all our concerns. He has been extremely helpful and supportive.
Have you seen the outcome you were hoping for?
Hopefully in the future.
What could they have done better?
Nothing
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Sale of a business enabled me to invest monies for mine and my familys future.
How has Tom Saleh helped you?
Tom has helped me to understand how investments work and advise on which ones woud be best suited to my needs, and to advise on future inheritance planning for my family.
Have you seen the outcome you were hoping for?
It is only approximately eighteen months since my investments started, but am hopeful of achieving my goal.
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Approached as a whole package with the accounting side of the business.
How has Tom Saleh helped you?
Helped explain key financial strategies to me and made me feel more secure about my financial positions.
Have you seen the outcome you were hoping for?
Yes
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
We had some savings gleaned over a fifty year period and were at a stage of changing over to professional financial planning rather than the self organising method when we were fortunate to inherit a sum of money.
How has Tom Saleh helped you?
Advice on direction of investments once our attitudes to risk had been established followed by further risk assessment tests to ensure our wishes, plans, expectations, etc., could be maintained/changed, etc.
Have you seen the outcome you were hoping for?
Yes although there have been the "ups and downs" as was expected albeit exacerbated by recent world wide events and, to an extent, government decisions, in recent weeks.
What could they have done better?
Other than having a fully functional crystal ball? Nothing.