Tom Lonergan

What were the circumstances that caused you to initially look for an adviser?

Pension investing

How has Tom Lonergan helped you?

1 month

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

What were the circumstances that caused you to initially look for an adviser?

Assistance in investing a lump sum

How has Tom Lonergan helped you?

He has been easy to talk to and has understood my concerns

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Had a crystal ball

What were the circumstances that caused you to initially look for an adviser?

I needed advice and an investment service to consolidate existing investments and a retirement lump sum

How has Tom Lonergan helped you?

Tom has been responsive in advising on how to switch part of our investments into ESG funds.

Have you seen the outcome you were hoping for?

Broadly speaking yes.

What could they have done better?

I have no specific issues.

What were the circumstances that caused you to initially look for an adviser?

Management of my pension portfolio.

How has Tom Lonergan helped you?

I have a annual meeting with Tom where we discuss my future requirements and progress of my portfolio. Tom provides excellent analysis and advice.

Have you seen the outcome you were hoping for?

Very happy with the management of my portfolio.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Having received money which I needed to review my financial options for.

How has Tom Lonergan helped you?

He has guided me with advice on investments which match my risk profile

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Not happy with the performance of my pension

How has Tom Lonergan helped you?

Transferred and consolidated my pensions on to a platform that suits my appetite risk

Have you seen the outcome you were hoping for?

Too early to tell yet

Please provide a brief comment about your experience with Tom

Extremely pleasant, made me feel comfortable and at ease in a situation I’d never experienced before.

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement

How has Tom Lonergan helped you?

Financial planning clarity

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Pension consolidation

How has Tom Lonergan helped you?

Independent advice and recommendations on options for consolidation and estate planning

Have you seen the outcome you were hoping for?

yes

What could they have done better?

-

What were the circumstances that caused you to initially look for an adviser?

To help me with investing my money into a pension

How has Tom Lonergan helped you?

Brilliant guidance, explains everything properly and always felt like I was making the decisions myself.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Absolutely nothing.

What were the circumstances that caused you to initially look for an adviser?

To maximize investment with minimal risk

How has Tom Lonergan helped you?

By offering expert advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

I had some money to invest

How has Tom Lonergan helped you?

He explained everything patiently. The process couldn’t have been easier.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Dissatisfaction with previous advisers

How has Tom Lonergan helped you?

Always available to answer questions however trivial

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Referred by parents

How has Tom Lonergan helped you?

Helpful and concise advice and quick replies to any questions/emails

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Advised by may accountant to take measures to plan my pension

How has Tom Lonergan helped you?

Enormously, yes

Have you seen the outcome you were hoping for?

it's early stages

What could they have done better?

nothing

What were the circumstances that caused you to initially look for an adviser?

Consolidate employer pensions.

How is Tom helping you?

Consolidating employer pensions.

Have you seen the outcome you were hoping for?

Yes.

What were the circumstances that caused you to initially look for an adviser?

Company growth

How has Tom Lonergan helped you?

Guided us through the process and has been on hand for advice when needed.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

As Acting LPA for my elderly aunt who is in a home, I needed sound advice regarding her investments and securing an on-going income for her.

How is Tom helping you?

He is talking through all the options and explaining everything along the way.

Have you seen the outcome you were hoping for?

Most definitely.

What could they be doing better?

He is doing the best job.