88 reviews | 3 verified advisers
Review for Toby Band
What could they have done better?
Very little, all been great so far.
What were the circumstances that caused you to initially look for a financial adviser?
Pensions, ISA and general future planning.
How has Toby helped you?
Toby helped allocate my ISA for the last financial year, topped up my pension with previous years allowance and started a GIA account.
Have you seen the outcome you were hoping for?
Yes absolutely, his advice has been incredibly useful.
Review for Toby Band
What could they have done better?
Nothing!
What were the circumstances that caused you to initially look for a financial adviser?
We required advice on pensions and tax.
How has Toby helped you?
Toby guided us through the process in easy to understand language.
Have you seen the outcome you were hoping for?
Early days so far but looking promising
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
