Thomas's reviews
Reviewed for
Insurance and Protection ( 116 )
Mortgages ( 82 )
Pensions ( 204 )
Equity Release ( 29 )
Retirement income (annuities, drawdown) ( 126 )
Auto Enrolment ( 4 )
Investments and Savings ( 214 )
Pension Transfers - Non Specialist ( 29 )
Inheritance Planning ( 113 )
Long Term Care ( 53 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 99 )
Financial Mentoring ( 36 )
Financial Coaching ( 19 )
( 1 )
Reviewers' assets
£500k+ ( 83 )
£200k - £500k ( 26 )
£100k - £200k ( 15 )
( 2 )
£50k - 100k ( 10 )
Up to £50k ( 14 )
Review
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
retirement planning
How has Thomas Dickson helped you?
through mentoring and managing our goals with us
Have you seen the outcome you were hoping for?
yes
What could they have done better?
good as is
Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Used Thomas for 10 years plus now. Excellent service, advice and experience
How has Thomas Dickson helped you?
Financial planning - most thorough adn looks into all eventualities to protect myself and my family
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
n/a
Review
by a verified client in Buckinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
we have been with Thomas for almost 30 years as we felt it was a good thing to do to plan for our future.
How has Thomas Dickson helped you?
Thomas is a great advisor. He holds us to account on what we want to achieve with our lives and the implications that has on our financial planning and provides great advice across our portfolio of investments and planning including pensions, ISAs,
Have you seen the outcome you were hoping for?
Yes, he has helped us make the right decisions based on what we want to achieve
What could they have done better?
Nothing.
Thomas:
Thanks for completing this - hard to believe it's been 30 years! You mentioned "holds us to account" - which is a key part of how we help clients. We realised many years ago that it wasn't just about giving the right advice - we had to make sure our clients took action. So I was really pleased to see this in your review. Many thanks PS - loved the comment that someone made to you that as far as the work / life balance was concerned - they thought you were gurus.Review
by a verified client in West Midlands
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a professional to help with retirement planning and management of ISA portfolio
How has Thomas Dickson helped you?
Helped with retirement planning which gave us the confidence to stop work and start enjoying retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing obvious
Thomas:
Delighted we were able to help give you the confidence to stop work and start enjoying retirement!Review
by a verified client in West Sussex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting the best help possible in understanding and managing our financial affairs.
How has Thomas Dickson helped you?
Given us complete confidence and peace of mind with regard to our financial affairs
Have you seen the outcome you were hoping for?
Definitely.
What could they have done better?
Nothing could have been better. Each year we have a clear view of where we are, and what the long term possibilities are.
Thomas:
Thanks Mum!