What were the circumstances that caused you to initially look for an adviser?
When I reached the age of 55 I needed help to get all of the relevant information together from various pensions. I then needed advice on how to manage these pensions and where to invest and how to withdraw a monthly amount.
How has Thomas Richardson helped you?
Tom has really helped with a personalized approach. He took time to help me understand my financial situation, risk tolerances and long term objectives before helping me with a plan tailored specifically to my needs.
Have you seen the outcome you were hoping for?
Definitely. Due to Tom consistently monitoring my finance plan and updating me on a regular basis I am very pleased with the outcome I was hoping for.
What could they have done better?
I feel that due to Tom,s commitment and advice, his attention to detail and proactive communication have given me peace of mind , knowing that my financial future is in capable hands