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.