157 reviews | 4 verified advisers
Review for Tom Donlea
What could they have done better?
Nothing. Tom was amazing.
What were the circumstances that caused you to initially look for a financial adviser?
Becoming a freelancer I needed an independent pension.
How has Tom helped you?
Tom has offered sage advice on my pension and the best ways to maximise my retirement funds.
Have you seen the outcome you were hoping for?
I’m sure I will in time but too early to say.
Review for Tom Donlea
What could they have done better?
Nothing to improve at this point
What were the circumstances that caused you to initially look for a financial adviser?
Looking for advice
How has Tom helped you?
Combining my pension and helping get ISA
Have you seen the outcome you were hoping for?
Yes
Review for Tom Donlea
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Had a large number of multiple pensions with various providers and was keen to sort out a more structured long term plan.
How has Tom helped you?
Took the time to understand our family situation and long term ambitions and then created a sensible plan for our lifetime of investments and to ensure we have a retirement plan we wish for.
Have you seen the outcome you were hoping for?
Absolutely and more. Tom is a very kind and caring advisor.
Review for James Parfitt
What could they have done better?
nothing comes to mind at this stage
What were the circumstances that caused you to initially look for a financial adviser?
I was looking for assistance with retirement planning, tax effeciencies on upcoming payouts
How has James helped you?
James has educated and guided me to advice which has been useful, and helped me change approach
Have you seen the outcome you were hoping for?
Getting there, improved on what I was doing self managed havent got to a full year yet to judge the annual SJP performance
Review for James Parfitt
What could they have done better?
Not much. It was a very good process.
What were the circumstances that caused you to initially look for a financial adviser?
Was looking at securing my future in an uncertain world and get the best rates and best advice possible.
How has James helped you?
James has methodically worked through a process, provided information, kept regular communications and presented what he believed to be the best options. It was explained well and made sense for me as a business owner.
Have you seen the outcome you were hoping for?
It's only been a few months but already I'm more confident that my pension is in better hands with a projected outcome that I can follow easily and add to if needed.
