Allan Ball Protection and Business development adviser

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.

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.

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.

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.

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

Divorce after pensionable age. I went onto Unbiased and Tom was the first person to answer, in which I was fortunate

How has Thomas Richardson helped you?

Despite and extremely protracted divorce Tom helped me through it and made sure that finally I have a settled income and investment programme. He also mwet with my children and explained my finances to them. in addition he put me in touch with an excellent wills and probate advisor so that I could remake my will.

Have you seen the outcome you were hoping for?

I have enough money to live on comfortably without any worries. If I had a problem I know I would be able to ring Tom for advice. He also makes a personal visit each year. I trust him. He is both efficient and friendly.

What could they have done better?

Nothing