Reviewed for
Insurance and Protection ( 4 )
Pensions ( 47 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 39 )
Investments and Savings ( 44 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 17 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 35 )
Financial Mentoring ( 9 )
Financial Coaching ( 2 )
( 3 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 13 )
£100k - £200k ( 4 )
Up to £50k ( 1 )
Review
by a verified client in Lincolnshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Due to a possible pension transfer
How has Tom Evans helped you?
Planning for retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
As far as I can tell my investments are performing well
Review
by a verified client in Lincolnshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to use my pension pot to help me take early retirement.
How has Tom Evans helped you?
Over the years Tom has provided exceptional financial advice in a friendly easily to understand manner.
Have you seen the outcome you were hoping for?
Absolutely... and more.
What could they have done better?
The customer face of their computer system could be a little more user friendly.
Tom:
Dear Wayne, Thank you for taking the time to leave a review. I’m so pleased to hear that I’ve been able to provide you with clear and friendly financial advice over the years, helping you achieve – and even exceed – your early retirement goals. Helping clients make the most of their pension pots is something I take great pride in, so it’s really rewarding to know that the outcome has been so positive for you. If you ever need any further guidance, please don’t hesitate to get in touch. Wishing you all the best in your retirement. Best regards, TomReview
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Reviewing our finances on retirement
How has Tom Evans helped you?
He has helped advise us and manage our savings and pensions. He has also helped with future financial planning and advice re wills and Power of Attorney.
Have you seen the outcome you were hoping for?
Yes
Tom:
Dear Stephen, Thank you for taking the time to share your experience. It’s wonderful to hear that I was able to assist you with your financial planning during retirement—a crucial time for ensuring long-term peace of mind. I’m pleased that the guidance provided on managing your savings and pensions, as well as planning for the future with wills and Power of Attorney, has been valuable. Helping clients achieve their desired outcomes and feel confident about their financial decisions is always my primary goal. If you ever need further advice or have new questions about your finances, I’m here to help. Thank you once again for trusting me with such an important aspect of your life. Best regards, TomReview
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Future planning
How has Tom Evans helped you?
Set out possible advantages and also 'down sides'
Have you seen the outcome you were hoping for?
In general, yes
What could they have done better?
Nothing
Tom:
Dear Alan, Thank you for taking the time to leave such thoughtful feedback. It’s great to hear that I’ve been able to assist you with your future planning, and I’m glad the approach of outlining both potential advantages and downsides was helpful in making informed decisions. It’s always my aim to provide clear, balanced advice tailored to each client’s needs, so it’s rewarding to know that you’re seeing the outcomes you were hoping for. Should you need further guidance as your plans progress, please don’t hesitate to get in touch. Thank you again for choosing me to assist with your financial planning. It’s a privilege to work with clients like you. Best regards, TomReview
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
How we would invest our money safely
How has Tom Evans helped you?
By advising how to avoid paying too much inheritance tax
Have you seen the outcome you were hoping for?
Not really, still not sure what to do, considering our options
What could they have done better?
Nothing really it’s just weighing up our options
Tom:
Dear Angela, Thank you for taking the time to leave your review. I’m pleased to hear that the advice I provided on inheritance tax planning has been helpful as you navigate this important decision. Ensuring your investments are safe while addressing tax concerns can be a complex process, and I’m committed to supporting you every step of the way. I understand that you are still weighing up your options, and I appreciate the careful consideration you’re giving to your financial plans. Please don’t hesitate to reach out if you have any further questions or would like additional guidance—I’m here to help clarify any uncertainties and ensure you feel confident in your next steps. Thank you again for your feedback. I value the opportunity to work with you and look forward to continuing to assist you with your financial goals. Best regards, Tom