Thomas's reviews
Reviewed for
Insurance and Protection ( 18 )
Mortgages ( 5 )
Pensions ( 104 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 73 )
Auto Enrolment ( 1 )
Investments and Savings ( 78 )
Pension Transfers - Non Specialist ( 35 )
Inheritance Planning ( 32 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 41 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 15 )
£100k - £200k ( 12 )
£50k - 100k ( 3 )
( 1 )
Up to £50k ( 8 )
Review
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Life insurance and pension advice.
How has Thomas Hatley helped you?
Thomas has been very helpful at finding the best cover for our needs and the whole team have been easy to deal with and very quick at responding to any questions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Thomas:
Thank you for leaving Tom a great 5 star review. We look forward to working with you again in the future.Review
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was considering the transfer of my NatWest defined benefit scheme into a SIPP
How has Thomas Hatley helped you?
Thomas advised me on the eventual transfer of my pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing better required
Thomas:
Thank you for leaving Tom a great review. We look forward to working with you again in the future.Review
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am recently retired and want to get the most out of my money
How has Thomas Hatley helped you?
Tom has helped me devise an efficient and economic way to manage my money
Have you seen the outcome you were hoping for?
So far
What could they have done better?
Nothing - Tom and the team are knowledgable and friendly
Thomas:
Thank you for taking the time to leave me a review. It's been a pleasure to work with you on your financial plan for retirement and I look forward to helping you keep the plan on track! I look forward to hearing about the visits to Australia and all the exciting things you have planned over the next few years!Review
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had a range of pensions and investments which were difficult to monitor, and we had limited understanding of the benefits and risks of each.
How has Thomas Hatley helped you?
Thomas took time to review our current position and our aspirations, before managing the consolidation of our finances into more suitable investments. He has also created and manages a financial model for us, which allows us to forecast and monitor our financial position over time.
Have you seen the outcome you were hoping for?
Yes, we now have visibility of our assets, we understand how our investments are performing. Thomas has a good grasp of our position and is able to give quick and effective advice on any changes we wish to make.
What could they have done better?
I'm completely happy with the way in which things have been handled for us.
Thomas:
Thank you for taking the time to leave a review following our retirement planning advice. Not long to wait now and some exciting holidays to book in the meantime!Review
by a verified client in North Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment advice for inheritance moonies
How has Thomas Hatley helped you?
Tom helped me build a full picture of my finances, understand my investment options and help build an approach that is strategically right for me.
Have you seen the outcome you were hoping for?
Yes, I saw the outcome I was hoping for
Thomas:
Thank you for taking the time and leaving Tom a 5 start review. We are very happy we were able to help with your finances and investments and achieve the outcome you were looking for.