Toby's reviews
Reviewed for
Insurance and Protection ( 19 )
Mortgages ( 56 )
Pensions ( 72 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 44 )
Auto Enrolment ( 2 )
Investments and Savings ( 78 )
Pension Transfers - Non Specialist ( 31 )
Inheritance Planning ( 41 )
Long Term Care ( 15 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 77 )
Financial Mentoring ( 10 )
Financial Coaching ( 4 )
( 2 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 24 )
£100k - £200k ( 11 )
( 2 )
Up to £50k ( 12 )
£50k - 100k ( 9 )
Review
by a verified client in Suffolk
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
pensions coming into IHT net
How has Toby Mann helped you?
Explained an understable path ahead
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
?
Review
by a verified client in Suffolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Toby Mann helped you?
By giving good, clear investment advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing!
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To reactivate my pension and look to planning for retirement
How has Toby Mann helped you?
Helped in combining two existing pensions to one, and talked through re-evaluating various life insurance and income protection policies.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I can think of
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended
How has Toby Mann helped you?
Advise
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
none
Review
by a verified client in Norfolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Because I had bits all over the place didn’t have a clue what to do
How has Toby Mann helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing