Tim's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 23 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 9 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 23 )
Financial Mentoring ( 6 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 7 )
£100k - £200k ( 4 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
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 Rutland
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to transfer my investments to a company that could provide a more personalised service.
How has Tim Webb helped you?
Very much so.
Have you seen the outcome you were hoping for?
Totally
What could they have done better?
Nothing, Tim has been great.
Review
by a verified client in Rutland
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was not getting personalised advice from my previous financial advisor.
How has Tim Webb helped you?
Yes, Tim has been very easy to contact and is extremely knowledgeable and reliable. I can’t thank him enough.
Have you seen the outcome you were hoping for?
Yes, I have transferred my portfolio with his help which so far has gone very smoothly. Tim has always been available and helpful.
What could they have done better?
Nothing, just nothing!
Review
by a verified client in Rutland
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted a new advisor with a personal touch/experience
How has Tim Webb helped you?
Fantastic advice from day one and amazing patience to deal with the various institutions involved. Now have a very clear plan going forward.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, he and his team have been amazing.
Review
by a verified client in Rutland
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Unhappy with my current provider.
How has Tim Webb helped you?
Tim has been helpful in transferring our investments over to you. He has also been incredibly supportive with our discussions on risk.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to focus on planning for retirement and consolidate previous Company pensions, and SIPP, into one pot.
How has Tim Webb helped you?
Tim provided excellent advice and produced financial modelling.
Have you seen the outcome you were hoping for?
Yes,and ongoing management of ISA and SIPP
What could they have done better?
I’m satisfied with the service provided