Thomas's reviews
Reviewed for
Insurance and Protection ( 116 )
Mortgages ( 82 )
Pensions ( 207 )
Equity Release ( 29 )
Retirement income (annuities, drawdown) ( 128 )
Auto Enrolment ( 4 )
Investments and Savings ( 216 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 115 )
Long Term Care ( 53 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 103 )
Financial Mentoring ( 37 )
Financial Coaching ( 20 )
( 1 )
Reviewers' assets
£500k+ ( 83 )
£200k - £500k ( 26 )
£100k - £200k ( 16 )
£50k - 100k ( 10 )
Up to £50k ( 14 )
( 3 )
Review
by a verified client in Middlesex
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to plan for future, when to sell practice and how
How has Thomas Dickson helped you?
Forecasts with different sale options
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Berkshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to get my finances in order with someone who could provide a global view
How has Thomas Dickson helped you?
Helped me understand what our net worth is and when to sell our business
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Thomas:
Delighted you feel there's nothing else we could have done better! We should use your words in our marketing as it pretty much sums up what we do..... "Help clients get their finances in order, provide a global view, understand what their net worth is and figure out when to sell their business!" Really appreciate the review and the five stars. We're looking forward to working with you for many years to come.Review
by a verified client in Worcestershire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Maturing pensions
How has Thomas Dickson helped you?
With exploring options to plan how to best use my resources to achieve desired outcomes during the next of life's chapters.
Have you seen the outcome you were hoping for?
Too soon to say.
What could they have done better?
All fine
Thomas:
You are certainly moving on to a new chapter in your life and it was a pleasure to help you see what you can afford to do (and gift) at this stage. Many thanks for giving us a 5* review.Review
by a verified client in Buckinghamshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been working with Thomas for a number of years. The circumstances at that point was the need for advice on savings, including a pension.
How has Thomas Dickson helped you?
Thomas has helped us balance our different options, acted as a sounding board, and always available to ask questions.
Have you seen the outcome you were hoping for?
Yes
Thomas:
Many thanks for completing this review and very pleased that the advice, service and value are all worthy of 5 stars. We're working hard to consistently improve our service and ensure clients get the best value from working with the team at Wealthwide.Review
by a verified client in West Midlands
3 months 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
Thomas:
Delighted you've had the outcome you were looking for and we're worth a five star review.