139 reviews | 1 verified advisers
Review for Kathryn Tomlinson
This review is for an adviser who has since left this firm.
How has Kathryn helped you since your last review?
Our funds have depreciated slightly since our last review. Kathryn remains confident that we are invested in quality funds.
Review for Kathryn Tomlinson
This review is for an adviser who has since left this firm.
What were the circumstances that caused you to initially look for a financial adviser?
To organise our pensions prior to retirement.
How has Kathryn helped you?
Invested our pensions/savings and given financial advice going into retirement.
Have you seen the outcome you were hoping for?
Initially our investments were doing well but in the last year we gave not seen the growth we were hoping for due to the current financial climate.
What could they have done better?
Don’t think anyone’s investments are doing well at the moment.
Review for Kathryn Tomlinson
This review is for an adviser who has since left this firm.
How has Kathryn helped you since your last review?
Kathryn continues to be a great advisor to our family as we ride out the storm that the pandemic and economic slowdown has caused. We remain well-informed and ready to respond as our personal circumstances change. Kathryn has provided us with advice and support as expected and to a high standard.
Review for Kathryn Tomlinson
This review is for an adviser who has since left this firm.
How has Kathryn helped you since your last review?
She has overseen my funds in an ever changing market, given reassurance and advice.
Review for Kathryn Tomlinson
This review is for an adviser who has since left this firm.
How has Kathryn helped you since your last review?
Helped with advice on pensions and all aspects of savings and investment
