34 reviews | 1 verified advisers
Review for Tom Warren
What were the circumstances that caused you to initially look for a financial adviser?
I had a small pension which was underperforming. I was looking to increase contributions and needed advice about what would be needed to generate an appropriate retirement income.
How has Tom helped you?
Analysis of my previous pension. Calculations about how I could achieve a retirement income. Advice about risk options ans contribution levels. Monthly newsletters and an annual one to one meeting help keep me informed.
Have you seen the outcome you were hoping for?
Yes. The advice is clear and well presented.
Review for Tom Warren
What could they have done better?
Nothing, covered all areas.
What were the circumstances that caused you to initially look for a financial adviser?
To review my pension arrangements and provide advice on the investment strategy required to ensure I have sufficient funds available to meet my target retirement age and retirement income objectives.
How has Tom helped you?
I had four separate pension arrangements. Tom reviewed my existing pensions and advised how much I should contribute to my main pension to help ensure sufficient funds are available at retirement. He also recommended consolidating my smaller pensions into a separate investment fund with the potential to generate higher long-term returns. In addition, we reviewed my household expenditure and discussed ways to reduce my outgoings, allowing me to allocate additional funds towards my pension and retirement planning.
Have you seen the outcome you were hoping for?
Tom has provided clear, practical, and valuable advice throughout the process. As a result, I feel much more informed about my financial future and confident that I am on track to achieve my retirement goals.
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.
