Thomas Harper

Thomas Harper

Harper Financial Associates

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