Thomas Harper

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

Poor growth on pension investments.

How has Thomas Harper helped you?

Double digit growth of pension in first 12 months.

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?

poor return on investments from previous advisor

How has Thomas Harper helped you?

moved pensions from 2 different sources into new pension providers

Have you seen the outcome you were hoping for?

increase in both pension and ISA investments

What could they have done better?

more face to face meetings

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

Needed multiple pensions looking at and maybe consolidating.

How has Thomas Harper helped you?

Pensions consolidated into one and is now working for me.

Have you seen the outcome you were hoping for?

Early to say but the signs are good and my wife's has performed well who started maybe a year earlier

What could they have done better?

Nothing

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

I wanted my money to work for me, rather than just sitting in my bank.

How has Thomas Harper helped you?

Helped me to invest my money

Have you seen the outcome you were hoping for?

Yep . I’m not very risk adverse and he managed my concerns well

What could they have done better?

Nothing. Tom is always on the end of the phone and answers all my questions. He manages my expectations

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

better use of funds held

How has Thomas Harper helped you?

identified and completed transaction

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?

I was approaching pension age and need someone to simplify the various pensions schemes I was contributing to.

How has Thomas Harper helped you?

Tom, explained which of my pensions were under-performing and proceeded to simplify things. This gave me a better indication of my pension options when I do finally decide to retire.

Have you seen the outcome you were hoping for?

So far so good, everything Tom pointed out has turned out to be true. My new pension portfolio is performing substantially better than the old ones it replaced and I am looking to maybe retire a little earlier than planned.

What could they have done better?

Nothing really, I have asked Tom to provide me with on going advice, which I wouldn't have done if I thought that something could have been done better.

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

Personal pensions consolidation including a section 32 policy.

How has Thomas Harper helped you?

Took care of the consolidation of various personal & company pensions and the release of a tax free amount, with the remainder going into a managed fund.

Have you seen the outcome you were hoping for?

Yes, I believe so.

What could they have done better?

Personally I don't think Tom could have done any better, he explored all the options for each individual pension, to provide us with the best option for our situation.

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

Wanting to move some old pensions

How has Thomas Harper helped you?

He helped me move my pension

Have you seen the outcome you were hoping for?

Yes so far

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

I was advised by my solicitor to seek a financial advise to consolidate mine and my now Ex-Husbands pensions and assets prior to divorce proceedings last July 2023.

How has Thomas Harper helped you?

Tom has provided me with excellent financial advise and support during a very difficult divorce. He presented very professional understanding and sensitive towards my current circumstances. At no point did Tom pressure me into making any rapid decisions about my finances as other financial advisers have. Tom allocated sufficient time he agreed to meet again with any of my family members to discuss options in investing my pension which was significantly financially important to me. Tom has always displayed integrity and honesty whilst assessing and investing my pension. Since meeting with Tom I see the passion and commitment specifically him seeking the best results and solutions for his clients. Tom has all the skills knowledge attributes in further becoming highly successful both professionally and personally absolutely brilliant. I have recommended Tom to two family members both impressed with his outstanding approach. When I researched Toms profile and status I was so impressed with review also his honesty and dedication resulting to me appointing Tom. Tom was very through explained everything sometimes twice allowing me to digest lots of information. Honestly Tom put me at my ease he is approachable understand his people skills are outstanding as is his professionalism towards me and my sister. Tom is keeping me updated and monitoring my investments annually

Have you seen the outcome you were hoping for?

Yes I have seen a positive outcome with Tom.

What could they have done better?

Tom honestly could not of done anything better. He was outstanding and perfect.

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

I was unhappy with the performance of my pension fund and the service I received from the financial advisor. As someone who doesn't know much about pensions I wanted clear, simple advice and info,

How has Thomas Harper helped you?

Tom understood what I was looking for and recommended a new pension company with a great app and clear, simple info for someone like me. The transfer went very smoothly.

Have you seen the outcome you were hoping for?

Yes my new fund seems to be doing much better than before although time will tell. Whenever I email a question to Tom I get a very prompt reply.

What could they have done better?

Nothing

Please provide a brief comment about your experience with Thomas

Responsive and very informative. Didn’t waste my time

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

I had a substantial DC pension pot that I wanted to work hard for me in retirement

How has Thomas Harper helped you?

Tom has done all the hard work of transferring the DC pot to a flexible product that will work well in various stages of retirement after extensive research and comparisons

Have you seen the outcome you were hoping for?

The outcome has been 100 percent positive so far.

What could they have done better?

The timescale has been fairly long from first meeting to conclusion but I understand the work required to achieve the right result for his clients is number one priority.

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

I was looking for someone to help me consolidate all my pensions.

How has Thomas Harper helped you?

Not only has Tom helped me consolidate my pensions, but he also took the time to educate me on the subject. He goes above and beyond to make sure you understand the process and are comfortable with everything. He has also been my sound board when I have needed advice about credit scores, loans and insurance. Tom has become the one and only person I would turn to for any financial advice.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing. He is fantastic.

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

Looking for better returns on investments.

How has Thomas Harper helped you?

Invested in good long term funds

Have you seen the outcome you were hoping for?

Yes, steady growth in funds

What could they have done better?

Nothing

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

Consolidating pensions from previous employers

How has Thomas Harper helped you?

He has helped me move my old workplace pension into a private pension which is much easier for us to manage.

Have you seen the outcome you were hoping for?

So far yes, it seems to be outperforming my original plan but still a little bit early to tell

What could they have done better?

Perhaps a quarterly catch-up would be nice just to have reassurance that things are still on track from Mr Harper’s perspective and also to confirm that my circumstances are being reviewed.

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

Advice on merging pensions.

How has Thomas Harper helped you?

He has given excellent guidance and has been totally professional. He has provided the information needed for me to be able to make a decision.

Have you seen the outcome you were hoping for?

It's too early to tell yet but my pensions are all now in one so that's what I needed.

What could they have done better?

Nothing.

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

Inheritance

How has Thomas Harper helped you?

This was my first time investing and i was a little nervous, tom understood this and broke down each stage so that i could understand. tom and i discussed a number of options before settling on a solution perfect for me

Have you seen the outcome you were hoping for?

already starting to see returns which is positive

What could they have done better?

Nothing

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

I moved jobs and had a new pension plan, I wanted to know what to do with my old one and how to set up my new one to be most beneficial for me.

How has Thomas Harper helped you?

Thomas explained all the terms and helped me understand the differences between my old and new pension. He helped me make decision based on my age and goals for the future.

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 several pensions that had accumulated over my career in different places that I wanted to tidy up.

How has Thomas Harper helped you?

Tom helped to consolidate all of my pensions into one place, and invested the total amount into a higher performing fund, meaning my pension money is now making more money than it was scattered across several places. He often reviews the performance and makes relevant changes to ensure it continues to perform.

Have you seen the outcome you were hoping for?

Definitely, it's been a huge help.

What could they have done better?

Everything Tom's done for me has been great and I wouldn't have said there was need for any improvements in the process so far.

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

Starting a business

How has Thomas Harper helped you?

Thomas has helped me transfer my existing pension to a better plan

Have you seen the outcome you were hoping for?

Yes

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

I was looking to improve my pension and also take out some life insurance

How has Thomas Harper helped you?

For the past 3 years Tom has moved my work pension into a profitable fund allowing my pension to have health growth.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Brought me lunch ;)

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

Bought a new house and wanted to find myself appropriate life insurance for my partner and I.

How has Thomas Harper helped you?

Tom sat down with us both and talked through all of our options. He was really thorough but made us feel very much at ease with the process and we are happy with our decision.

Have you seen the outcome you were hoping for?

Yes, the policy is in force and everything was done very efficiently.

What could they have done better?

I’m very happy with the process and don’t think he could have done anything any better.

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

Retirement pension.

How has Thomas Harper helped you?

I have not seen any retirement income yet so can't comment.

Have you seen the outcome you were hoping for?

Not yet.

What could they have done better?

Not sure.

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

I had 8 different pension's

How has Thomas Harper helped you?

He put all my different pension's into one pot

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?

My late husband's private pension

How has Thomas Harper helped you?

Thomas has been a great help for the last 5 months dealing with all pensions

Have you seen the outcome you were hoping for?

Not yet not Thomas fault it's royal London dragging their heels sorry to say

What could they have done better?

Nothing

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

Previous adviser left profession

How has Thomas Harper helped you?

Sort out my pension affairs

Have you seen the outcome you were hoping for?

Its only just been transfered

What could they have done better?

Nothing really, he kept me informed as the transfer progressed

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

Inheritance money

How has Thomas Harper helped you?

Advised me and helped me plan for the future

Have you seen the outcome you were hoping for?

Yes

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

A couple of pensions over the years from different jobs.

How has Thomas Harper helped you?

Discussed the best pension options for my retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I got offered the best option available for my situation

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

I was with Standard life with my private pension which wasn’t performing well so I looked for professional advice and sourced Thomas

How has Thomas Harper helped you?

He’s found a better performing pension company which I have transferred my pension pot to and hope it will provide me with a better income in the future

Have you seen the outcome you were hoping for?

Not yet, it’s only been a few months since the change ovet

What could they have done better?

I am satisfied with the service Thomas has provided me with so far ,

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

We are a business small business in Horbury we have 18 employees and asked for advise on our work place pensions We also had four private pensions which we needed advice on

How has Thomas Harper helped you?

Thomas was very good at explaining the pros and cons of each item we asked about in language we understood He did explain and went though things very thoroughly giving future projections on a number of out comes to which ever project we chose we our previous adviser did not do Neither did Thomas make us feel rushed at all with our questions or with the answers he gave us

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

Money wise things could always be better But it is what we expected and asked for

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

To be more tax efficient with savings

How has Thomas Harper helped you?

Making better use of my tax free allowances. Planning for retirement

Have you seen the outcome you were hoping for?

Not yet, but it is early days and I am only one year in to the project

Please provide a brief comment about your experience with Thomas

Hi , I had a meeting with Tom a few years ago and he was really helpful and very knowledgeable. He made me feel very comfortable and explained things clearly to me . I would highly recommend him , he’s a straight talking guy .

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

I was coming towards my final years before Retirement age when I was recommended Tom by a work colleague. Eventually I contacted him to discuss my current situation, and he went through one or two options to take, regards both my Pension and Isa Investment.

How has Thomas Harper helped you?

As above

Have you seen the outcome you were hoping for?

As yet I have not checked to see how my Current Isa is going financially, due to a recent house move, and other issues.

What could they have done better?

I was probably expecting a regular phone call from both my Advisor and Ariva, however I place total trust in my advisor and hope that in the event, my Isa Investment is not doing as well as expected, then I hope would be informed accordingly.

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

My husband required help to consolidate his pensions

How has Thomas Harper helped you?

He has helped my husband and me with our pensions placing them in more suitable accounts He advised and referred us a company to sort out probate He also set up a savings account for my new Grand daughter

Have you seen the outcome you were hoping for?

Yes I have been pleased with all outcomes

What could they have done better?

Nothing Tom was always approachable and answered any queries or concerns promptly

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

Approaching retirement and needed some advice about my options

How has Thomas Harper helped you?

He gave clear advice and answered all my questions. I was nervous about the process and he covered the risk issues in depth.

Have you seen the outcome you were hoping for?

It’s very early days as regards assessing the outcome but I am very satisfied with the progress to date.

What could they have done better?

Reduce the fees

Please provide a brief comment about your experience with Thomas

Thomas was pleasant, polite, knowledgable and informative.

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

Having reached the age of 60 and working full time, I wanted to look at reducing my hours or taking some of my pension early.

How has Thomas Harper helped you?

Tom helped me look at reinvesting my Pension to benefit me later on. We also looked at the income coming into the home, and this helped me to make a decision into being able to reduce my hours.

Have you seen the outcome you were hoping for?

It's very early days but I am hopeful it will be positive.

What could they have done better?

To be honest I can't really see anything being done better. Tom was very informative and helpful, although it is a lot to take in.

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

Coming up to retirement age, ensure pension investments met our needs

How has Thomas Harper helped you?

Exploring and giving options. He was very flexible with his support, we were moving house, so needed to change appointments

Have you seen the outcome you were hoping for?

Too early ro tell

What could they have done better?

As above

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

Pension planning and very little return on savings in town street bank

How has Thomas Harper helped you?

Researched and organised transfer to new pension platform and ISA

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Nothing

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

It is difficult to find someone who is genuinely independent. I felt Tom was really acting in my best interests.

How has Thomas Harper helped you?

He helped me invest some money to hopefully outpace inflation!

Have you seen the outcome you were hoping for?

Not yet. Its very early days

What could they have done better?

Nothing

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

I required help and assistance for my finances.

How has Thomas Harper helped you?

He has massively helped me in understanding my finances and how to get the best out of my investments, patiently explaining all details until I'm confident in the decisions I'm making about my finances.

Have you seen the outcome you were hoping for?

Its a long term outcome, but yes I'm seeing the benefits all ready with using Tom's large knowledge and great communitive skills.

What could they have done better?

Nothing to date.

Please provide a brief comment about your experience with Thomas

Having recently been looking for some indepth financial advice i was immediately impressed by toms extensive qualifications and many positive reviews. During our initial call, Tom was very helpful, professional and friendly. He was very generous with his time and at no point was there any rush despite my many questions! Overall an extremely positive first impression and i wouldnt hestitate to recommend Tom.

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

After terminating my employment contract with my previous employer I had a pension fund which was locked within the previous workplace pension scheme. I had little control over my pension fund with limited access to how my pension should be invested.

How has Thomas Harper helped you?

Mr Harper has assisted me in opening a private pension scheme and transferring my previous pension into my new scheme. He has performed an attitude to risk assessment with me and selected the most appropriate funds for me given my personal circumstances.

Have you seen the outcome you were hoping for?

It is too early to tell in terms of growth, however the consultations I've had with Mr Harper have enlightened me on many tax efficient mechanisms regarding private pensions and work place pensions that I did not know prior to working with Mr Harper.

What could they have done better?

To the best of my knowledge Mr Harper has completed all of the necessary research required regarding my pension. He has presented back his findings and appears to have done all due-diligence that I would expect. In my opinion Mr Harper could not have done better.

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

I did not have a Financial Advisor.

How has Thomas Harper helped you?

Mr Harper has clarified my current pension status, made recommendations for improvement and handled various aspects relating to pension providers.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I think Mr Harper has done his very best in acting on me behalf as an advisor in personal pensions.

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

Dramatic Fall in stock market.

How has Thomas Harper helped you?

By explaining the current situation and choosing an alternative investment scheme.

Have you seen the outcome you were hoping for?

Not yet, investment to the new scheme still in progress.

What could they have done better?

Nothing.

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

Consolidation and improvement of pension plan.

How has Thomas Harper helped you?

Tom has reviewed all my current pensions and bought them into one more manageable place, as well as provide a better investment plan to give me the highest chances of growing my pension fund.

Have you seen the outcome you were hoping for?

Yes couldn't be happier

What could they have done better?

-

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

poor pension chap at work

How has Thomas Harper helped you?

transferred many pensions into e relevant one tom now manages

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing really in these worrying times with covid and now turmoil war. puts your mind at ease with your finance matters

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

Looking to invest

How has Thomas Harper helped you?

Gave good friendly advice and education on what options we had to invest

Have you seen the outcome you were hoping for?

No not yet as we have only just started

What could they have done better?

Thomas was as good as expected for our meeting with a financial advisor

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

We needed good advice our our financial circumstances.

How has Thomas Harper helped you?

He went over and above he sorted our savings out , our life insurance and I my pension as well as sorting my husbands pensions and life insurance.

Have you seen the outcome you were hoping for?

Yes in the life insurance, our saving and pensions

What could they have done better?

Tom could not of gone any more above and beyond for us.

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

Moving my pension

How has Thomas Harper helped you?

Tom Provided advice and moved my work pension into a more stable a fund

Have you seen the outcome you were hoping for?

Absolutely the growth Tom has earned me speaks for itself

What could they have done better?

Nothing

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

I moved jobs and initially approached Tom for advice on what to do with my old workplace pension.

How has Thomas Harper helped you?

Tom looked at my old pension and moved it to a better plan to give me more options at retirement. He also helped me set up a stocks and shares LISA. I found the whole experience very easy and Tom made me feel very comfortable with investing and explained everything in a way that I could understand.

Have you seen the outcome you were hoping for?

My new pension was set up quickly and my pension and ISA have started making money

What could they have done better?

Nothing, I was really happy with the whole process

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

Started a new business and needed help planning my finances

How has Thomas Harper helped you?

Thomas is now handling my pension and has bee recommending great insurance policies.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - Everything was a good as I could have hoped for.

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

I wanted to move my pension and isa to impro e growth for my upcoming retirement

How has Thomas Harper helped you?

He gave me gteat advice to meet my needs

Have you seen the outcome you were hoping for?

Definitely, my funds are growing at a much better rate than expected

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

Pension review

How has Thomas Harper helped you?

Good

Have you seen the outcome you were hoping for?

Yes

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

I've had financial advisor for a number of years and it was to sort out my pension

How has Thomas Harper helped you?

Very informative

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?

I have used a financial advisor for years

How has Thomas Harper helped you?

Information about my pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

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

Professional advice on my pension.

How has Thomas Harper helped you?

Understand my pension and needs.

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?

Previously lost money through bad investment

How has Thomas Harper helped you?

Advised how to get the most from my pension

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing

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

I had worked for several companies over the years and had pensions with most of them. i wanted to pull all my pensions into one pot and see them working for me.

How has Thomas Harper helped you?

After the initial meeting with Tom and a discussion around what i was looking for, he went away and chased down all my pensions and and then advised me of the best way forward to see the maximum return on my investments.

Have you seen the outcome you were hoping for?

I am more than happy with the advice Tom has given me, my investments currently grow year on year.

What could they have done better?

Nothing

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

I have always had a financial adviser to look after my pension. Thomas is the adviser looking after my interests on behalf of the company that I use.

How has Thomas Harper helped you?

He contacts me regularly to carry out a review on my pension.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. I am happy with the service that I receive.

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

I needed my pension to be reviewed

How has Thomas Harper helped you?

He helped with the release of my pension funds

Have you seen the outcome you were hoping for?

Yes

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

To make the most out of my savings and planning for the future

How has Thomas Harper helped you?

Gave me advice an pointed me in the right direction

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Not a lot really under the current circumstances. Covid!

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

Annual pension review

How has Thomas Harper helped you?

Gathered the information to assess if any changes are required

Have you seen the outcome you were hoping for?

Awaiting report

What could they have done better?

As we are in lockdown there is no options but to do this over the phone

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

I have always had financial advice on my pension

How has Thomas Harper helped you?

By explaining and handling my pension plan and my planned retirement age

Have you seen the outcome you were hoping for?

Not yet

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

Moving old non relevant pensions into something current

How has Thomas Harper helped you?

He moved pension from old Prudential

Have you seen the outcome you were hoping for?

Yes fully done the move

What could they have done better?

All perfect

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

I am an existing customer and my annual review was due.

How has Thomas Harper helped you?

Thomas helped me and advised accurately on risk and where the markets are now and where they me be in the future, but left it entirely up to me what to sign up to. He also advised me on investment which I may take him up on .

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

Nothing everything was sound.

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

Annual pension review

How has Thomas Harper helped you?

Gave clear advice on my pension investments and retirement

Have you seen the outcome you were hoping for?

Hopefully as explained by Tom my pension investments will continue to grow, so yes

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

Contacted by Tom as part of my annual pension review.

How has Thomas Harper helped you?

Advised me on how well my pension pot was doing.

Have you seen the outcome you were hoping for?

yes.

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

Pension planning and advancing years.

How has Thomas Harper helped you?

He will be helping me by reviewing my pension performance.

Have you seen the outcome you were hoping for?

Waiting for the outcome.

What could they have done better?

Nothing on first meeting he proved to be informative and helpful

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

To enhance my pension portfolio.

How has Thomas Harper helped you?

By conductin* a review of all my pensions and transferring to the best fund for my circumstances.

Have you seen the outcome you were hoping for?

So far so good, it is a long term strategy.

What could they have done better?

It’s been difficult to get everything together due to COVID but we finally got there.

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

Update

How has Thomas Harper helped you?

Support on questions

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?

Rolling old pensions together. New stocks and shares ISA and life insurance

How has Thomas Harper helped you?

Tom has always been honest, accurate and had my best interests in mind when acting on my behalf.

Have you seen the outcome you were hoping for?

Yes, all products are performing well and good value as appropriate.

What could they have done better?

Nothing, Tom delivers at the right level for me. I hear from him once a year, but know I can approach him whenever needed

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

Thomas is part of the firm that deals with our finances.

How has Thomas Harper helped you?

He did a yearly review of my pension/investments etc

Have you seen the outcome you were hoping for?

In the past yes, it is too early to say with regards to what Thomas is going to do with my finances, any investment is a long term thing.

What could they have done better?

Nothing as far as i am aware.

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

I was already a customer of chricket hill and was introduced to Thomas he’s really helpful if he doesn’t know what you are asking he will find out and get back to you

How has Thomas Harper helped you?

He helps with my pension and makes sure that you get what you want

Have you seen the outcome you were hoping for?

Yes he’s good at explaining what you need to know in layman’s terms

What could they have done better?

I don’t think he’s a position to do more at this time due to the epidemic but I have still come out very well even with the problems in the last year

Please provide a brief comment about your experience with Thomas

After I submitted my application to speak with Tom he was very prompt in contacting me. On a Saturday no less. I was anticipating it would be a few days before I heard back but Tom went above and beyond. He was very helpful with my queries and made sure to understand my financial position so as to make well informed suggestions.