Tom Fawcett

Tom Fawcett

Globe Independent Financial Advisors Ltd

Tom's reviews

Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 3 )

Pensions ( 72 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 55 )

Auto Enrolment ( 2 )

Investments and Savings ( 73 )

Pension Transfers - Non Specialist ( 15 )

Inheritance Planning ( 17 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 14 )

Financial Planning ( 42 )

Financial Mentoring ( 7 )

( 1 )

Reviewers' assets

£500k+ ( 25 )

£200k - £500k ( 20 )

£100k - £200k ( 3 )

£50k - 100k ( 2 )

Up to £50k ( 4 )

( 3 )

Review

by a verified client in Hampshire

5 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

In anticipation of completing my first business sale I was introduced to Tom Fawcett along with a troop of bankers advisers finance and tax experts investment specialists and consultants. All of whom cost me money except Tom, who made me money. When things go well he's a very helpful guy to know, when things get tough (and I put the pandemic on that list) you couldn't wish for anyone better by your side.

How has Tom Fawcett helped you?

Tom has helped support my understanding, coached and instilled knowledge with the right dials and indicators to watch and timely, wise counsel all the way along my long, long journey since.

Have you seen the outcome you were hoping for?

Yes. With a number of enterprises now further built, I cant imagine making any material financial decision without Tom. Brilliant common sense, great counsel, solid advice, hugely experienced and well informed, and a really pleasant man to deal with. My family also owe Tom a huge debt of gratitude for his wise counsel which now extends to them also.

What could they have done better?

Personally I'm a wine lover, I think Toms preference for real ale is flawed.

Tom:

Thanks so much for your kind words J. I’m very flattered reading your comments. Catch up v soon. Best wishes, Tom
Review

by a verified client in Somerset

5 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I sold my house and needed to find ways to invest the proceeds

How has Tom Fawcett helped you?

Tom takes time to simplify his explanations so I can understand.

Have you seen the outcome you were hoping for?

Market activity has been unusual, under the circumstances I feel Toms’ guidance has been excellent.

What could they have done better?

For me Toms’ service is excellent

Tom:

Thanks so much Nessie
Review

by a verified client in London

5 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

We had need for some financial support and structure.

How has Tom Fawcett helped you?

Yes, very much so. WE have now a much better financial plan for our future and retirement.

Have you seen the outcome you were hoping for?

Yes

Tom:

Thanks so much Fred
Review

by a verified client in London

5 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Tom advised my Parents with regard to Inheritance Planning and other Insurance Policies

How has Tom Fawcett helped you?

The advice Tom gave my Parents has all worked out as planned and he has been a fantastic help to the family.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing (unless he had a crystal ball!)

Tom:

Thanks so much Colin
Review

by a verified client in Surrey

5 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I had some money and i wanted it to work for me .

How has Tom Fawcett helped you?

Tom has helped by steering me in the right direction and helping me retire without worrying

Have you seen the outcome you were hoping for?

Yes I'm happy with the things Tom has done.

What could they have done better?

Nothing as far as I can see.

Tom:

Thanks so much Judi