32 reviews | 1 verified advisers
Review for Tom Warren
What could they have done better?
Nothing. Tom was very responsive and informative.
What were the circumstances that caused you to initially look for a financial adviser?
Received cash inheritance and wanted advice on how to invest for children's future and grow an early retirement fund.
How has Tom helped you?
Assessed our needs and risk and provided guidance on how best to meet them.
Have you seen the outcome you were hoping for?
We've only just invested but I have no doubts we've made the right decision.
Review for Tom Warren
What could they have done better?
Nothing, I have every confidence in him and if I have a question or need clarification on a specific matter he is very responsive.
What were the circumstances that caused you to initially look for a financial adviser?
I was recently bereaved, I needed to reorganize my finances.
How has Tom helped you?
Advised on pensions, trusts and investment portfolios.
Have you seen the outcome you were hoping for?
Yes
Review for Tom Warren
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
I'm getting organised for retirement.
How has Tom helped you?
Tom explained my various options.
Have you seen the outcome you were hoping for?
So far ,yes.
Review for Tom Warren
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Being introduced by my partner who was looking for pensions dvice.
How has Tom helped you?
Address the fact that my portfolio, previously under a managed service, was not delivering the performance they themselves had forecasted and also demonstrated the expensive fees they were charging.
Have you seen the outcome you were hoping for?
It's way too early to tell, but Tom has been very personable and supportive in explaining basic financial information and in helping me to transfer funds.
Review for Tom Warren
What could they have done better?
Nothing!
What were the circumstances that caused you to initially look for a financial adviser?
Both my husband and I were considering early retirement and needed advice on how best to do this.
How has Tom helped you?
Tom is very friendly and gave good, clear independent financial advice from the very beginning to the very end.
Have you seen the outcome you were hoping for?
We were very pleased with the fixed term annuity Tom organised and purchased as it suited our needs perfectly!
