Reviewed for
Insurance and Protection ( 4 )
Pensions ( 45 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 42 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 16 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 34 )
Financial Mentoring ( 9 )
Financial Coaching ( 2 )
( 3 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 12 )
£100k - £200k ( 4 )
Up to £50k ( 1 )
Review
by a verified client in South Yorkshire
20 days 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
a month 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
a month 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, TomReview
by a verified client in Powys
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement and transfer of pension fund to a SIPP
How has Tom Evans helped you?
Prepared initial report to facilitate my retirement and subsequently advised on the management of the SIPP
Have you seen the outcome you were hoping for?
Exceeded expectations
What could they have done better?
Nothing comes to mind
Tom:
Here’s a response you could use: Dear Chris, Thank you for taking the time to share your thoughts. I’m so pleased to hear that you feel we’ve exceeded your expectations and that our work together has helped you enjoy a smoother transition into retirement. Supporting clients like yourself in planning for early retirement and managing their SIPPs is central to my approach, and I’m delighted that the initial report and ongoing advice have made a difference for you. I look forward to continuing to assist with your retirement plans and investment strategy, ensuring your pension remains well-managed to meet your goals. Please don’t hesitate to reach out if you ever have questions or want to explore new opportunities. Warm regards, TomReview
by a verified client in Lincolnshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving my pension
How has Tom Evans helped you?
Tom’s advice has helped me live life to the full after my early retirement,
Have you seen the outcome you were hoping for?
100% yes.
What could they have done better?
Nothing, all my expectations have been met.
Tom:
Thank you, Christopher, for your kind feedback. I’m thrilled to hear that my guidance has met all your expectations and helped you make the most of your early retirement. Moving a pension is a significant decision, so it’s very rewarding to know that you feel the outcome has been exactly what you hoped for. Supporting clients like you in achieving financial freedom and peace of mind during retirement is at the heart of what I do. I’m grateful for your trust and for sharing your experience. Thank you again, Christopher. Warm Regards TomReview
by a verified client in Lincolnshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial Planning
How has Tom Evans helped you?
Helped us to be confident we have enough money to live on for the rest of our life
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing
Tom:
Thank you very much, Noel, for your kind review. I’m so pleased to hear that I’ve been able to help you feel confident about your financial future. Providing peace of mind and ensuring that clients feel secure in their long-term plans is central to what I aim to do, so it’s wonderful to know that you feel assured about having enough for the years ahead. I look forward to continuing to support you, helping you enjoy retirement with full confidence in your finances. As always, if there’s anything more I can help with, please don’t hesitate to reach out. Thank you again for your trust in me Warm 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?
To consolidate our various investments and pensions.
How has Tom Evans helped you?
Friendly advice.
Have you seen the outcome you were hoping for?
Ok
What could they have done better?
You can always make more lol.
Tom:
Dear Susan, Thank you so much for taking the time to leave your review. I’m glad I could assist you in consolidating your investments and pensions and provide advice in a friendly and approachable manner. It’s always our aim to ensure clients feel comfortable and well-supported through the financial planning process. While it's great to hear you’ve found the advice helpful, I’m always striving to improve. Should you wish to review your financial plans in the future or have any further queries, I would be happy to revisit your goals and explore any adjustments to better align with your expectations. Thank you once again for choosing to work with me. It’s been a pleasure helping you. Kind 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?
Security for family going forward
How has Tom Evans helped you?
Yes very much so, fantastic advice
Have you seen the outcome you were hoping for?
Yes indeed
What could they have done better?
Nothing
Tom:
Dear Jonathan, Thank you very much for taking the time to leave such a positive review. I'm delighted to hear that you’ve found our advice helpful, particularly in ensuring the security of your family moving forward. It’s wonderful to know that the outcome has met your expectations and that you feel reassured by the steps we’ve taken together. Providing tailored financial advice that helps achieve peace of mind is always my priority, so it's great to know this has been your experience. If you ever have any further questions or need additional support, please don’t hesitate to reach out. Best regards, TomReview
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement, long term care
How has Tom Evans helped you?
Tom has organized our pensions, and we now feel confident about our future as we approach retirement.
Have you seen the outcome you were hoping for?
We are now confident that, thanks to Tom's advice and guidance, we will have a comfortable and secure retirement.
What could they have done better?
Nothing, Tom is excellent at his job
Tom:
Thank you, Annette, for your kind words and trust in my services. I'm delighted to hear that you feel confident about your future as you approach retirement. Organising pensions and ensuring a secure retirement is always a priority, and it’s rewarding to know that my advice has provided you with the assurance you were seeking. I appreciate your feedback, and I’m pleased that I could assist you during this significant stage of your life. Should you have any further questions or need additional guidance, please don’t hesitate to reach out. I'm here to help ensure your retirement continues to be as comfortable and secure as possible. Warm regards, TomReview
by a verified client in Lincolnshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Reducing Inheritance tax liability
How has Tom Evans helped you?
Explained and put into place financial assistance relevant to me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
None
Tom:
Dear Venessa, Thank you for taking the time to leave such a positive review of my services. I'm delighted to hear that you were pleased with the financial advice provided, specifically with regards to reducing your inheritance tax liability. It’s wonderful to know that we were able to achieve the outcome you were hoping for. As we continue our financial journey together, please don't hesitate to reach out if you have any further questions or need additional assistance. I'm committed to ensuring that your financial needs are always met with the utmost care and attention. Thank you once again for your trust and confidence. I look forward to working with you in the future. Warm regards, TomReview
by a verified client in Lincolnshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed an advisor when we started our own company
How has Tom Evans helped you?
helped with transferring my pension to a better outcome, guiding myself re isa's and savings
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing have tried to carry out his advise
Tom:
Dear John, Thank you for your review and for taking the time to share your experience. I'm delighted to hear that you have seen the outcome you were hoping for and that you found my advice helpful. Starting your own company is a significant milestone, and it's great to know that the guidance on transferring your pension, as well as advice on ISAs and savings, has been beneficial. It's important to have a robust financial plan in place, especially when embarking on new ventures. Your feedback is invaluable and motivates me to continue providing the best possible service. If you have any further questions or need additional support in the future, please do not hesitate to reach out. Best regards, TomReview
by a verified client in Lincolnshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Tom Evans helped you?
Pension advice
Have you seen the outcome you were hoping for?
Yes
Tom:
Hi David, Thank you for taking the time to leave a review. It’s wonderful to hear that you were seeking advice for a pension transfer and that my assistance has met your expectations. I'm pleased that the pension advice provided has resulted in the outcome you were hoping for. Ensuring that my clients receive tailored advice and achieve their financial goals is at the heart of what I do. If you have any further questions or need additional support in the future, please don't hesitate to reach out. Warm regards, TomReview
by a verified client in West Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Personal financial circumstances changed
How has Tom Evans helped you?
From our very first meeting Tom has been incredibly supportive and helpful. He guided me with patience and understanding in what was a very challenging time and situation for me. Over the years I have known Tom he has given me confidence and a more thorough understanding of my financial situation.
Have you seen the outcome you were hoping for?
Absolutely!
What could they have done better?
I cannot think of anything that could have been done better.
Tom:
Thank you, Lynda, for taking the time to leave such a thoughtful review. I'm pleased to hear that I have been able to support you through your challenging financial circumstances. From our first meeting, my goal has always been to provide guidance with patience and understanding. It’s rewarding to know that over the years, my efforts have given you confidence and a better understanding of your financial situation. Hearing that you’ve seen the outcomes you were hoping for is the best feedback I could receive. I strive to offer the best service possible, and your kind words are greatly appreciated. Thank you once again for your trust and feedback, Lynda. If there’s ever anything more you need, please don’t hesitate to reach out. Warm regards, TomReview
by a verified client in Lincolnshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To plan financial for retirement
How has Tom Evans helped you?
Invested my teachers lump sum
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Tom:
Thank you, Yvonne, for your thoughtful review. I'm delighted to hear that I was able to assist you in planning for your retirement by investing your teacher's lump sum. It's wonderful to know that you have seen the outcomes you were hoping for. Your kind words and positive feedback are greatly appreciated. It's always a pleasure to help clients achieve their financial goals, especially during such a significant life transition as retirement. If you have any further questions or need additional assistance in the future, please don't hesitate to reach out. Best regards, TomReview
by a verified client in Lincolnshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investments and protection of our savings once our business has been sold
How has Tom Evans helped you?
Considerably…. Always giving the best advice , sincere in his work ethics , contactable at all times , we feel rest assured we are in good hands
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Tom:
Dear Tammy, Thank you very much for your kind review and for taking the time to share your experience. It has been a pleasure working with you on the investments and protection of your savings following the sale of your business. I am delighted to hear that you have felt reassured and confident in the advice provided. Your comments about my work ethics and availability mean a lot to me, as I strive to offer the best possible service to all my clients. It is rewarding to know that you have achieved the outcomes you were hoping for. If there is ever anything more I can do to support you, please do not hesitate to get in touch. Thank you again for your trust and for choosing me as your financial adviser. Best regards, TomReview
by a verified client in Lincolnshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Xxx
How has Tom Evans helped you?
Xxc
Have you seen the outcome you were hoping for?
Xxxc
What could they have done better?
Xxx
Tom:
Hi David Thanks for taking the time to leave this review Thanks TomReview
by a verified client in Lincolnshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
needed some advice
How has Tom Evans helped you?
excellent advice
Have you seen the outcome you were hoping for?
yes absolutely
Tom:
Dear Mick, Thank you for taking the time to leave such a positive review. I’m delighted to hear that you found the advice you received to be excellent. It's always gratifying to know that the guidance provided has helped you achieve the outcomes you were hoping for. At FB Wealth Management, we strive to offer the highest standard of financial advice tailored to each client’s unique circumstances. Your feedback is a testament to the dedication and hard work we put into ensuring our clients feel confident and supported in their financial decisions. Thank you once again for your kind words and for trusting us with your financial planning needs. Should you have any further questions or require additional advice in the future, please do not hesitate to get in touch. Best regards, TomReview
by a verified client in Lincolnshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On going pension/financial advice
How has Tom Evans helped you?
Very well
Have you seen the outcome you were hoping for?
Yes
Tom:
Dear Beverley, Thank you very much for taking the time to leave a review. I’m delighted to hear that you have found my ongoing pension and financial advice helpful. It’s always my goal to provide clear and effective guidance tailored to each client's unique needs and circumstances. Knowing that you have seen the outcomes you were hoping for is incredibly gratifying. Financial planning can often feel like navigating a complex landscape, and I’m pleased that our work together has made this journey smoother for you. Should you have any further questions or need additional advice, please don’t hesitate to reach out. I'm here to help you achieve your financial goals every step of the way. Best regards, TomReview
by a verified client in Norfolk
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer out of a DB Pension
How has Tom Evans helped you?
Tom has made a detailed cash flow plan for our future.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I could think off
Tom:
Hi Garry, Thank you for taking the time to leave such a positive review. I'm delighted to hear that you were pleased with the outcome of our work together. It’s great to know that the detailed cash flow plan we created is meeting your expectations and providing clarity for your future financial planning. Helping clients like you plan for the future is precisely why I’m passionate about financial advising. Your satisfaction is my top priority, and it's rewarding to know you couldn't think of anything that could have been done better. Thank you once again for your kind words, Garry. If you ever need further assistance or have any questions in the future, please don't hesitate to reach out. Best regards, TomReview
by a verified client in Lincolnshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Tom Evans helped you?
Managing pension performance
Have you seen the outcome you were hoping for?
Yes
Tom:
Hi Eric Thank you for taking the time to leave such a positive review. Retirement planning is a key part of planning for your future. It's important to me that clients feel confident in their futures, and can look forward to a comfortable retirement, with peace of mind Look forward to speaking to you again soon Thanks TomFirst impression
by a VouchedFor user
8 months ago
Overall
Please provide a brief comment about your experience with Tom
Good communication, clear information
Tom:
Hi Graham Thank you for taking the time to leave this review, it was great to meet you Thanks TomReview
by a verified client in Lincolnshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension and investments
How has Tom Evans helped you?
Tom has ensured that we will have sufficient income for our retirement. He has also being advising is to get other things in place, I.e. Power of attorney’s.
Have you seen the outcome you were hoping for?
So far everything is going in the direction we are happy with.
What could they have done better?
So far nothing.
Tom:
Hi Kevin Thank you for taking the time to leave such a positive review. I'm glad to hear I have been able to help you get things in order for the future, hopefully giving you peace of mind for your retirement. I look forward to speaking to you again soon Thanks TomReview
by a verified client in Lincolnshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Tom Evans helped you?
He has managed my pension fund for the last eight years, and given me advice on other financial matters.
Have you seen the outcome you were hoping for?
Very much so, my retirement has been stress free due to Tom’s advice and financial planning.
What could they have done better?
Whether it’s a meeting in his office or a conversation over the phone has always been 100% focused on my present and future financial plans,
Tom:
Hi Chris Thanks for taking the time to leave such a positive review. Planning for retirement is such an important part of financial planning, it's vital to find someone who has your best interests at heart, to help ensure a comfortable retirement. I'm thrilled to hear I have helped to make this as stress free as possible Looking forward to our next catch up Thanks TomReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to make sure the return on our savings was maximised to ensure a comfortable retirement.
How has Tom Evans helped you?
He has helped us plan and spread our investments with Parmenion. If we have a question then Tom responds very quickly.
Have you seen the outcome you were hoping for?
Yes and no. Wars and conflicts have affected our returns but there was nothing Tom could have done about that!
What could they have done better?
Nothing.
Tom:
Hi Ann Thank you for leaving such a positive review. I'm glad to hear I have been able to help you prepare for a comfortable retirement. It's important to me that my clients know they can contact me at any time, and that they will get a quick and clear response. It's been great working together, and I look forward to continued success Thanks TomReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investments and retirement planning.
How has Tom Evans helped you?
Given us guidance and understanding for Managing my pension pot, investments, etc.
Have you seen the outcome you were hoping for?
We have been pleased with the guidance and support we have received.
What could they have done better?
Nothing.
Tom:
Hi Kevin Thanks for leaving this review, I really appreciate it. It's been great working together to help you achieve your goals, and I'm so pleased to hear I have been able to help you achieve a better understanding of your finances. I'm looking forward to continuing to support you through your financial journey, and seeing future success together Thanks TomReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Tom Evans helped you?
Advised on pension transfer and investment
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Tom’s advice covered everything that i needed to know
Tom:
Hi Christopher Thanks for taking the time to leave this review. Retirement is a big change of lifestyle, so feeling confident that you have everything in place to make it as stress free and enjoyable as possible is so important. I'm thrilled to have been able to assist and support you, so you can feel confident for the future Thanks TomReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on investments
How has Tom Evans helped you?
Has helped with investments
Have you seen the outcome you were hoping for?
yes
Tom:
Hi David Thanks for leaving this review. It's been great working together to help you achieve your goals when it comes to investments, and I look forward to seeing continued success together Thanks TomReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially my husband and I approached you for advice on dealing with Inheritance Tax
How has Tom Evans helped you?
He has helped in many ways since my husbands death sorting out my finances and giving me advice on investing, pensions etc
Have you seen the outcome you were hoping for?
Yes…hoping I have done the right thing
What could they have done better?
Tom always answers my calls and helps with everything he can, so I don’t think he could do any more
Tom:
Hi Sara Thanks for leaving such a great review. It's been a privilege to help you through such a difficult time, and I hope my guidance and support has helped you gain more confidence in your finances. I'm always happy to help and reassure you whenever you need it, and I look forward to continuing to help Thanks TomReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Tom Evans helped you?
Developed a consistent durable financial plan,consistent with my personal needs.
Have you seen the outcome you were hoping for?
So,far,so good.
What could they have done better?
Any diminished charges, obviously,but I feel you must pay for these services,on results based returns.Tom is worth his due.
Tom:
Hi Tony Thanks for your kind words. I'm glad I have been able to help you achieve confidence and financial stability for the future. Retirement can be daunting, so it's vital to be confident that you have everything in place to make it as stress free as possible. It's been great working with you, and I look forward to continuing to support you in your financial journey Thanks TomReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Future security for my family
How has Tom Evans helped you?
Puts plans and financial outlooks into terms we understand
Have you seen the outcome you were hoping for?
Things are going very well currently
What could they have done better?
Nothing
Tom:
Hi Jonathan thanks for leaving such a great review. Planning for our family's future is one of the most important things to give us peace of mind going forward. It's been great to be able to support you in this, and I'm glad I have been able to help you achieve your goals. Looking forward to seeing you again soon Thanks TomReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to fund my early retirement
How has Tom Evans helped you?
Tom advises me on how best to make the most of my pension and how to budget more wisely.
Have you seen the outcome you were hoping for?
Yes. We are well on track to maintain my current lifestyle until i reach a ripe old age.
Tom:
Hi Wayne Thanks for leaving such a positive review. It's been great working with you to help you achieve your goals, so you can look forward to a long and happy retirement. I'm glad I have been able to give you peace of mind for the future, and I look forward to being able to continue to support you Thanks TomReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
to make sure i am covered for retirement
How has Tom Evans helped you?
Explained the process
Have you seen the outcome you were hoping for?
hopefully so
What could they have done better?
nothing
Tom:
Hi Paul Thank you for your review It's bee great working together to help you plan for your retirement. Making such a big change to your lifestyle can be daunting, but hopefully I have made it as stress free as possible, and given you a clear understanding of your options, and some peace of mind Looking forward to seeing you again soon Thanks TomReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a Client of the Company all my life due to my parents and my late husband also being Clients.
How has Tom Evans helped you?
By explaining things clearly and patiently and giving me confidence as to my financial affairs.
Have you seen the outcome you were hoping for?
So far so good!
What could they have done better?
Nothing that I know of.
Tom:
Hi Jane Thank you for your kind words. I'm happy to have been able to support you, and helped you to feel confident in your financial decisions. Having a lasting relationship with a client is so important to be able to get to know you, so I can understand your individual needs. Thanks for continuing to put your trust in me, and I'm looking forward to seeing you again soon Thanks TomReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Works pension and savings
How has Tom Evans helped you?
Advice and investment
Have you seen the outcome you were hoping for?
Ongoing
What could they have done better?
Nothing
Tom:
Hi Louise Thanks for taking the time to leave such a positive review. Pension planning is such an important part of preparing for your financial future, and it's been great to be able to help you achieve your goals. I'm very much looking forward to being able to continue to support you through your financial journey Thanks TomReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Manage my pension
How has Tom Evans helped you?
Worked with me to opt out my Company pension , nothing too much trouble and very professional.
Have you seen the outcome you were hoping for?
Yes. So far, so good.
Tom:
Hi Gary Thanks for leaving this review, I really appreciate it. There are a lot of options when it comes to pensions, so I love being able to find alternatives for my clients that best suit their individual needs and objectives. I look forward to being able to continue supporting you Thanks TomReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning
How has Tom Evans helped you?
Explaining clearly how to invest
Have you seen the outcome you were hoping for?
Defiantly
What could they have done better?
Nothing we are more than happy with the service Tom provides
Tom:
Hi Yvonne Thank you so much for your kind words, they mean a lot. It's been great being able to work with you, to help you achieve your financial goals. I like to give my clients the options and knowledge to help them make decisions they're comfortable with. It's been great to be able to support you with this, and I look forward to continued success Thanks TomReview
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Tom Evans helped you?
Given me sound advice in making a decision about my pension transfer
Have you seen the outcome you were hoping for?
Yes in difficult times you
What could they have done better?
Nothing really
Review
by a verified client in Lincolnshire
2 years ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Husbands Transfer of Pension
How has Tom Evans helped you?
Investment/Pension advice
Have you seen the outcome you were hoping for?
on the whole yes, but global market uncertainty has meant unfortunately values are down
Review
by a verified client in South Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To advise on investments of savings and pension lump sum.
How has Tom Evans helped you?
Advice on managing savings, financial planning, ethical investment, risk, and good practice - eg wills, power of attorney, gifting money to children and grandchildren.
Have you seen the outcome you were hoping for?
In the current financial climate the investments haven’t yet made the returns that we would have hoped for. However we have been well informed about future projections and possible choices for the future.
What could they have done better?
I don’t think so
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
More security for my family
How has Tom Evans helped you?
Given good advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing at the moment
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Tom Evans helped you?
Very well
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All ok
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a financial advisor to advise on staying in or transferring out of my defined benefit pension.
How has Tom Evans helped you?
Tom advised me to transfer out of my defined benefit pension and backed this up with a thorough lifetime income plan. He also advised on the investment strategy within my wrap pension.
Have you seen the outcome you were hoping for?
I have a biennial meeting with Tom to check my income plan is on track and and change investment strategies as required, so far everything is running to plan.
What could they have done better?
I can’t really think if anything Tom could have done better, he is always at the end of the phone if need him.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have always been a client of FB and my parents before me. Also I find financial matters difficult to deal with and appreciate the peace of mind having Tom's guidance.
How has Tom Evans helped you?
See above
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Taken into account that people like me find dealing with matters on line difficult.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sought advice regarding redundancy payments.
How has Tom Evans helped you?
Explains clearly, approachable & helpful.
Have you seen the outcome you were hoping for?
Outcome matched advice given.
What could they have done better?
Nothing, happy with service given.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of penaion
How has Tom Evans helped you?
Yes
Have you seen the outcome you were hoping for?
Initially yes, not so good since covid and ukriane war
What could they have done better?
?
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer.
How has Tom Evans helped you?
Tom has acted in many capacities,facilitator mentor,instructor,to define some elements which I value as a client.
Have you seen the outcome you were hoping for?
Apart from the obvious human answer.I have financial stability through Tom,Charlie,and our team.This has been proven over half a decade.I believe it will continue in such positive spirit.
What could they have done better?
I tend to think,if confidence was integral ,and predominant we could have done a little better.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Tom Evans helped you?
ensuring we plan for the future
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
preparing for retirement
How has Tom Evans helped you?
arrangerd investments and managed them
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advised to
How has Tom Evans helped you?
good advice
Have you seen the outcome you were hoping for?
No but only because of financial market
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Income from deceased husband and need to invest it sensibly
How has Tom Evans helped you?
Yes always helpful and explains what I don't understand
Have you seen the outcome you were hoping for?
Not yet due to covid and market instability
What could they have done better?
I don't know because as far as I can see the success or failures of my portfolio is down to external factors such as covid and the war in ukraine
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to maximise the returns from our savings to ensure we have a comfortable reitrement.
How has Tom Evans helped you?
Yes
Have you seen the outcome you were hoping for?
Yes up to the point when Putin decided to invade Ukraine.
Review
by a verified client in Cheshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
needed to set up a trust account
How has Tom Evans helped you?
Providing guidance on how to invest, explanation of risk types etc to make sure am fully informed before making any decisions. Managing everything on our behalf, making running the trust fund simple for myself and the other trustees. Provides really good documentation and takes the time to wlk through it all to make sure that it is all understood.
Have you seen the outcome you were hoping for?
better that any expectation.
What could they have done better?
nothing that I can think of
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help me with various financial affairs as I am not confident in doing it myself.
How has Tom Evans helped you?
He has given me confidence to get on with my life knowing that my financial affairs are in order.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I can think of although I do still find having to do so much on line not easy partly because I prefer doing business on a personal face to face basis.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Tom Evans helped you?
Tom has helped us assess our appetite for risk, saved us money through tax planning and challenged us to think differently about how we fund our retirement.
Have you seen the outcome you were hoping for?
Yes, we retired before we were both 60 and are are living our best life
What could they have done better?
My preference would be for things to feel less rushed and intense. More considered and fuller responses to questions would help. Whilst the technical advice is sound, speed does not necessarily equate to good service.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed professional advice on how to maximise the return from our investments
How has Tom Evans helped you?
He has helped us draw up a long term investment plan
Have you seen the outcome you were hoping for?
Yes before Putin wrecked the financial markets
What could they have done better?
Nothing without the use of a crystal ball
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Tom Evans helped you?
Helped to transfer my company pension and plan for my retirement.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really, after discussing my plans with Tom and a lot of advice given to me my retirement was sorted.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
uncertainty of which direction to take
How has Tom Evans helped you?
Tom has always explained in a manner easy to digest
Have you seen the outcome you were hoping for?
plans still on going
What could they have done better?
not sure they could do anything better
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Final salary pension transfer advice.
How has Tom Evans helped you?
Tom reviewed my situation and gave advice, which I acted on. He gave well researched unbiased advice and explained clearly to me, highlighting risks and opportunities.
Have you seen the outcome you were hoping for?
Yes positive outcomes.
What could they have done better?
Nothing.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to make sure that I was making the right financial decisions for myself and my family and I also knew I needed a financial adviser to make sure I didn't keep leaving my personal finances at the bottom of my "to do" list.
How has Tom Evans helped you?
Tom was very professional, always challenging but he also listened. He gave me a clear plan and ultimately it has given me a lot of comfort knowing my financial affairs are now in order.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to draw down from my Pension pot and retire from work early.
How has Tom Evans helped you?
He has come up with a plan to help me achieve my goal of retiring early whilst at the same time keeping me grounded with realistic expectations.
Have you seen the outcome you were hoping for?
Tom's advice has meant that my expectations have been exceeded.
What could they have done better?
Im not aware of anything else they could have done.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Look at pensions and personal finances
How has Tom Evans helped you?
Sorted pensions and advised on finances
Have you seen the outcome you were hoping for?
Yes sorted one of my pensions which took a bit of older paperwork to sort
What could they have done better?
Nothing all sorted