Tom La Dell

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

I was planning my retirement and needed professional help to negotiate the options

How has Tom La Dell helped you?

Tom pulled all the relevant information together and presented it in a simple format. He consolidated various pension pots into a single account making it more manageable and better rates of return. He advised on maximising tax benefits on pension contributions and ISAs.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

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

Tom was recommended to me by a colleague when I was chatting with him about my future plans, especially as the retirement word was cropping up more often and in all manner of conversations.

How has Tom La Dell helped you?

Tom has shown me my current portfolio, in simple to understand terms and easy to see charts, that can be changed to show a variety of options & their outcomes, instantly. He understands and has adapted to my way of thinking in our meetings, to present my results and forecasts in a way that really suits me. Tom has advised me on my financial options, especially for my pensions, in order to set me up well for my imminent retirement. He has spent time explaining everything to me, so that I feel sure I'm making the right choices for the future.

Have you seen the outcome you were hoping for?

Indeed, we have had a recent meeting to make sure I am on track for my future choices. It's been a good year for my pensions and investments, considering my chosen risk factor.

What could they have done better?

Not a lot really. Suffice to say, please keep up the good work Tom. Here's to the future..

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

I had a reasonable amount of capital to invest

How has Tom La Dell helped you?

With sound advice that has brought us good returns on our investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

To make my money work better

How has Tom La Dell helped you?

Easy to work with

Have you seen the outcome you were hoping for?

That is outside of Tom's hands as I need the markets to work for me

What could they have done better?

I don't think Tom has fallen short in any areas

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

My husband died and I needed advice on his pension

How has Tom La Dell helped you?

Paitiently going over everything with me at a very difficult time. A very friendly caring individual

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing