Toby Evans

Please provide a brief comment about your experience with Toby

Very professional an extremely informative meeting .

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

To work out how much income I needed before I could retire and to consider options and dates.

How has Toby Evans helped you?

He has provided forecasts of growth of investments and appropriate monthly spending to suit my specifications and ensure I will have enough after retirement.

Have you seen the outcome you were hoping for?

Last year I did and it was very helpful and enabled me to increase my pension significantly from earnings. This year's meeting was very helpful in the yearly discussion and I am waiting for the report to set out the plan for this year.

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Toby Evans helped you since your last review?

Toby consistently offers updates and support when needed. I cannot fault his commitment and hard work.

Please provide a brief comment about your experience with Toby

Very clear and concise. Puntual, knowledgeable and personable. Answered all questions I had in a professional and accessible manner.

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

I came into some money, and wanted it to be managed appropriately

How has Toby Evans helped you?

Provided advice and guidance about how this sum of money could be managed to try to maximise its growth

Have you seen the outcome you were hoping for?

Yes