Reviewed for
Insurance and Protection ( 10 )
Pensions ( 98 )
Retirement income (annuities, drawdown) ( 18 )
Auto Enrolment ( 2 )
Investments and Savings ( 38 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 4 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 11 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 10 )
£100k - £200k ( 11 )
Up to £50k ( 22 )
£50k - 100k ( 8 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
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
Review
by a verified client in South Yorkshire
4 months ago
Overall
Advice
Service
Value
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
Review
by a verified client in Derbyshire
4 months ago
Overall
Advice
Service
Value
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
Review
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
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
Review
by a verified client in South Yorkshire
4 months ago
Overall
Advice
Service
Value
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