Tom's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 3 )
Pensions ( 75 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 60 )
Auto Enrolment ( 2 )
Investments and Savings ( 79 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 18 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 44 )
Financial Mentoring ( 9 )
( 1 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 23 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
Up to £50k ( 4 )
( 3 )
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After I retired, Sue and I needed sound finacial advice so we could hopefully maintain our standard of living.
How has Tom Fawcett helped you?
By ensuring that our savings are invested to provide income as well as professional advice on tax implications.
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
I can't think of anything!
Tom:
Thanks so much Roger. Most grateful for your comments. Best wishes, TomReview
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Reducing the level of IHT and potential savings plans
How has Tom Fawcett helped you?
Everything we had hoped for, reduced IHT for my parents estate.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing. Everything my parents had hoped for.
Tom:
Many thanks Colin. Much appreciated. Best wishes, TomReview
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Tom was a pension salesman back in the early eighties and has continued to successfully advise me on retirement income ever since
How has Tom Fawcett helped you?
My savings were deposited in investment and ISA accounts as recommended by Tom.
Have you seen the outcome you were hoping for?
?
What could they have done better?
I have no idea - I ‘don’t do finance’. !
Tom:
Thanks very much John. Most grateful for your comments. Best wishes, TomReview
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Tom Fawcett helped you?
By giving excellent advice
Have you seen the outcome you were hoping for?
I think so
What could they have done better?
Nothing really. He is a very nice chap, always look forward to seeing him to make sure my investments are doing well.
Tom:
Thanks so much Sue. Much appreciated. TomReview
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I retired from the Finance business I needed an advisor to keep up with the changing financial services pluses and minuses
How has Tom Fawcett helped you?
I knew Tom when he started in the Financial Services business and felt very confident choosing him as my Consultant when i retired
Have you seen the outcome you were hoping for?
YES
What could they have done better?
NOTHING
Tom:
Thanks so much Pammy. You are fab as always. Nicky sends her love and never forgets your attention in San Francisco!