22 reviews | 1 verified advisers
Review for Tom Warren
What were the circumstances that caused you to initially look for a financial adviser?
My company pension came to a halt when I was made redundant so I wanted to set up a personal pension so I could continue to save for my retirement.
How has Tom helped you?
Tom sat down with me on more than one occassion and explained everything and made me aware of what options I had available. The information he gave me was so detailed that it really enabled me to be sure I was not only investing in a way that aligned with my ethics, but also gave me the greatest investment opportunities. On top of this I wanted to consolidate existing pensions which I had previously struggled to do, but with Tom's help he ensured all my pots were transferred into one without any hassle.
Have you seen the outcome you were hoping for?
I am extremely happy with my current pension situation and feel content that my investment is in the best possible place for me at this time.
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?
To help me make the most of my pension during retirement
How has Tom helped you?
By giving clear easy to understand advice
Have you seen the outcome you were hoping for?
Yes
Review for Tom Warren
What could they have done better?
Nothing. Tom was very thorough and supportive.
What were the circumstances that caused you to initially look for a financial adviser?
I had a number of pension policies that I was looking to consolidate and prepare efficiently for retirement.
How has Tom helped you?
Tom reviewed all the policies, created a clear plan to make them more efficient. He assisted me with taking the next steps and set up a thorough long term pension investment portfolio.
Have you seen the outcome you were hoping for?
Yes. Very pleased with the guidance and outcome.
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 had multiple old pensions and needed advice on transferring in to one pension and understanding how I can maximise yield and growth.
How has Tom helped you?
Tom has guided me through my many questions on pensions and thoroughly reviewed all of my existing pensions and walked me through what amalgamating looks like. Tom has also been very patient with my questions and incredibly pleasant to work with. This has been invaluable when I've spent years putting off a pensions review for fear of not really knowing where to start. Tom has also kept me posted and informed throughout the process.
Have you seen the outcome you were hoping for?
Not yet as only just finalised our approach yet I'm confident we'll see a positive impact.
Review for Tom Warren
What could they have done better?
Nothing else
What were the circumstances that caused you to initially look for a financial adviser?
Considering future retirement
How has Tom helped you?
Reviewed current pensions and loan positions
Have you seen the outcome you were hoping for?
Yes
