Tom Norton

Please provide a brief comment about your experience with Tom

Tom was very friendly and personable. He listened to what I was telling him but also helped by asking questions to guide the conversation. He explained things in a way I could understand and was very reassuring.

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

I am approach retirement in the last 5 years, so wanted to approach this period by understanding what I have and what my options were.

How has Tom Norton helped you?

Tom helped make sense of my current holdings, and the opportunity to bring them together to provide the greatest flexibility for retirement income generation.

Have you seen the outcome you were hoping for?

Yes, I have followed the advice and am in the process of setting up the necessary pensions vehicle.

What could they have done better?

Nothing. Clear, good and patient advice.

Please provide a brief comment about your experience with Tom

Thank you Tom for your fantastic service. You listened to my wishes and plans and made the whole process pretty painless. You were really patient and kept me informed throughout. You did not over simplify things but explained everything really well. You were incredibly personable and tailored everything to me. I am recommending you to all my friends. Sorry!

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

I was seeking support with planning for retirement and financial investments along the way

How has Tom Norton helped you?

Tom has been fantastic in guiding me through the process. He is a clear communicator and has a great interpersonal style.

Have you seen the outcome you were hoping for?

Yes, I feel confident in my pension plan.

Please provide a brief comment about your experience with Tom

Tom provided clear helpful advice to enable financial planning to be effected that best suited our situation. Thank you Tom!