January 2023
Tom has gained my trust in dealing with a financial adviser. Face to face meetings are important to me. He took me through a step by step process, to active my financial aims with no fancy words or cliches. He did what he said he would and within timeframe. I will continue to seek his sound financial advice and guidance.
November 2022
Tom has been an excellent adviser. While patient and compassionate he has been very positive, with excellent guidance on the best way to invest my savings.
August 2021
Tom has been an amazing support to me through the process of my retirement. He took me through all the options and explained them clearly to me so I was always aware of any advantages or disadvantages.
I never felt stupid if asking more clarification about details. I think it is safe to say that Tom has the patience of a saint, as he never hassled me for information but was happy to give me gentle reminders when needed.
I was always fully aware of the products I was opting for and Tom was good at giving me different options. As a result of his good advice, I have been able to retire at my chosen age of 60.
I would happily endorse Tom as an excellent financial adviser.