Testimonials

What they say about us

Read some of the many kind words our clients have said about our company, our team, and our service.

What were the circumstances that caused you initially to look for and advisor via unbiased.co.uk?

I had a tied advisor and was not happy with the advice and guidance I was receiving.

How has Tom Richardson helped you?

We met Tom Richardson and were immediately impressed with the outline advice he provided. Then we moved on to formulate a plan for our ongoing financial planning that matched our requirements, everything was in place quickly and smoothly and has met all of requirements from the outset.

Have you seen the outcome you were looking to achieve?

Everything is in good order and is running smoothly, with full support in place. We resolved the issues we were unhappy with and feel more comfortable regarding investments and running our ongoing requirements.

What could they have done better?

We had no issues with the response and support received. Independent advice and planning is much more satisfactory for our requirements.

Review from verified client July, 2026

Based in North Yorkshire

What were the circumstances that caused you initially to look for and advisor via unbiased.co.uk?

I wanted to merge my pensions together and required financial advice to do this.

How has Tom Richardson helped you?

Tom has been very helpful in advising me on how to choose the best product to suit my needs.

Have you seen the outcome you were looking to achieve?

Yes, I am very happy with the outcome.

Review from verified client December, 2025

Based in County Durham

What were the circumstances that caused you initially to look for and advisor?
When i decided to retire my friend recommended a financial consultant and i got Tom Richardson phone number.
How has Tom Richardson helped you?

When i met Tom he was absolutely brilliant and then  explained how the retirement system could help me to retire.
Have you seen the outcome you were looking to achieve?
Yes, everything is working quite good.
What could they have done better?
Nothing, everything  has been quite good.

Review from verified client July, 2025

Based in County Durham

What were the circumstances that caused you initially to look for and advisor via unbiased.co.uk?

I had taken early retirement and wanted advice on how to invest my pension and inheritance money.

How has Tom Richardson helped you?

Tom advised the best medium risk investment for my pension which i have been happy with the interest. Also he explained the tax allowances that i was entitled to and the best way to use this to my advantage. Tom always simplifies things so that you can understand fully.

Have you seen the outcome you were looking to achieve?

Yes i am pleased with the outcome and his advice.

What could they have done better?

Nothing I can think of at this time.

Review from verified client July, 2025

Based in County Durham

What were the circumstances that caused you to initially look for an adviser?

We had a sum of money in a building society account earning very little interest and as I was planning for retirement we wanted to secure our finances. We searched for Financial Advisers and after seeing a photograph of Tom alongside his company details we determined he was man for us and we were right.

How has Thomas Richardson helped you?

Invested our finances. Updated our will and provided a service for Power of Attorney for health and money. Tom was also available to offer advice when my mother had some financial problem.

Have you seen the outcome you were hoping for?

Very much so. Tom and his team have always been available. If Tom is out of the office I leave a message and he gets straight back to me. He even responded to a query I had on the day of his daughters wedding. Now that’s dedication!

What could they have done better?

Not applicable. Very happy with service Tom and his team provide

Review from verified client February, 2024

Based in Tyne and Wear

 

 

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A PENSION IS A LONG-TERM INVESTMENT. THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN IN VALUE. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.

THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE LEGAL SERVICES.