21 reviews | 1 verified advisers
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
Review for Tom Warren
What could they have done better?
Not much.
What were the circumstances that caused you to initially look for a financial adviser?
I was struggling to get clear advice around pensions and was led to Tom via unbiased.com
How has Tom helped you?
Very clear comms and advice throughout. No jargon, I never felt pressured to commit and Tom has been patient and helpful with my extensive questioning.
Have you seen the outcome you were hoping for?
Yes. I have transferred my pension pot to something more suitable and in line with what I need to hit my pension targets.
