Tom's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 1 )
Pensions ( 44 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 14 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 3 )
£100k - £200k ( 1 )
Up to £50k ( 13 )
£50k - 100k ( 12 )
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Combining multiple pension pots.
How has Tom Horner helped you?
Tom has always been open and honest with the advice given. Taking in to account your personal circumstances a d how best to maximise your return on investment
Have you seen the outcome you were hoping for?
I have seen the outcome I was hoping for. intially, I seen my investment grow which exceeded predicted growth. Unfortunately my circumstances changed and Tom was able adapt quickly and again the advice was open and honest which made the process easier to understand which achieved the best possible outcome
What could they have done better?
Nothing
Tom:
Paul - Thank you for the great review. It's always important to keep options open, so i'm pleased we were able to react to your change in circumstances so quick!Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Preparing for retirement.
How has Tom Horner helped you?
Advised on s great Isa and pension.
Have you seen the outcome you were hoping for?
Getting there for sure!
What could they have done better?
Nothing
Tom:
Mark - that's a great review. Thank you for the feedback!! We've got much more success to come in future as well!Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
help and information about the best way to manage my pension.
How has Tom Horner helped you?
has given fair and honest advice about my pension and goals.
Have you seen the outcome you were hoping for?
yes, my pension is performing well and on line to reach targets.
What could they have done better?
I can't think how it could be done better. I'm happy with the progress so far.
Tom:
Thank you for taking the time to leave the review, Terry. Appreciate the feedback and I'm also confident that we are going to meet all your goals!!Review
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help organising my pensions and also some life insurance.
How has Tom Horner helped you?
Tom organised my pensions into one pension account and set up an easy to understand investment strategy.
Have you seen the outcome you were hoping for?
I feel much more organised with my retirement planning. My pension is easy to keep up to date with and I feel confident with the investment. I have made some good profit over the last few years thanks to Tom’s help.
What could they have done better?
Nothing.
Tom:
Thank you for the great review - really appreciate the feedback. I'm confident we are on track!!Review
by a verified client in Durham
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice .
How has Tom Horner helped you?
Transferred my pension into a differant investment fund .
Have you seen the outcome you were hoping for?
Yes my pension fund has increased over the last few years.
What could they have done better?
Nothing really I was given all the necessary information I needed .
Tom:
Nick - thank you for the great feedback. I've really enjoyed working alongside you over the last few years, and i'm pleased you have seen the results you were looking for!!