86 reviews | 3 verified advisers
Review for Toby Band
What could they have done better?
I’m not sure, but it’s good for now
What were the circumstances that caused you to initially look for a financial adviser?
Tot ranger my pension investment
How has Toby helped you?
Creating an investment package for my pension
Have you seen the outcome you were hoping for?
So, far yes
Review for Toby Band
How has Toby helped you since your last review?
Tony’s continues to provide ongoing advice on my financial affairs in a proactive manner
Review for Toby Band
How has Toby helped you since your last review?
With the tax-free part of my SIPP...especially because there was a 'hitch' in organising the funds transfer
Review for Jonathan Hives
How has Jonathan helped you since your last review?
Jonathan has always given sound professional advice on personal financial aspects that are relative to me and my family.
Review for Toby Band
How has Toby helped you since your last review?
Provided excellent insight into the complexities of Gilts / Bonds. Provided reassurance on VCT & EIS investments.
