164 reviews | 3 verified advisers
Review for Toby Band
How has Toby helped you since your last review?
Toby continues to excel in the provision of all things financial advice. And he's a top man to boot!
Review for Toby Band
How has Toby helped you since your last review?
Toby continues to be both my lighthouse and North Star in relation to trusted, well-researched advice in the tumultuous financial world.
Review for Toby Band
How has Toby helped you since your last review?
Toby has helped me through changing circumstances and consistently provided excellent and clear advice and my financial situation remains positive thanks to suggestions he has made. I feel 100% confident about the future knowing he is my financial advisor and always available and responsive if I have a question. I couldn't recommend him more.
Review for Toby Band
How has Toby helped you since your last review?
Toby has spoken to me about the movement in the value of my investments and carefully explained what he will be doing to help maintain and grow the investments. He has discussed how to manage the amount of tax on the investments directing me about how to move the funds around to obtain the best tax position.
Review for Ben Barratt
What were the circumstances that caused you to initially look for a financial adviser?
Having reached the stage of life where pensions and planning for the future are top of mind, we wanted some professional advice on how to best manage our various cumulated pension pots and limited savings.
How has Ben helped you?
Ben took time to understand our goals and gather all the relevant information about our current position. Ben was then able to provide guidance on how best to consolidate existing pensions and how to invest our money moving forward. Ben takes the time to explain everything thoroughly having someone you feel you can trust with decisions that impact your financial future is very important. To top it all, Ben is a pleasure to deal with.
Have you seen the outcome you were hoping for?
Still early days for us, but we believe we are heading in the right direction and now have a much better awareness of our future financial position,
