Testimonials

Read some of the feedback received from clients over the years.

Thomas has been an exceptionally helpful financial adviser. Through him we have oraginsed my wife's pension plan and a joint life cover policy to cover our new mortgage. We feel his advice is always given with our best interests in mind. Highly recommended.

Christopher Kelly | Retired, Dawlish

Tom explained everything to me very thoroughly and at a level I was able to understand, and took a lot of time ensuring that all the information was clear. I felt confident that he was knowledgeable and sound with his advice. I would definitely recommend his service to others.

Rebecca Hyland | Vet, Staines Upon Thames

I have always found Tom very easy to deal with and have never felt pressured into anything I was not comfortable with. He has always provided sound advice and given constructive feedback on areas I should focus on. As a result I am now on track with my financial planning for the medium to long te...

Sherrill Fabri | Director/Shareholder, Ashford, Kent

I am so glad that Tom is my financial consultant as I can't imagine anyone doing a better job. I greatly appreciate his caring, professional approach, clear explanations and quick, reliable communication. He has gone beyond the call of duty on a number of occasions to put my interests first, and ...

Rebecca Hogben | London

Thomas is professional, yet friendly and approachable. He has always provided reliable and trustworthy advice. His follow through and flexibility is fantastic and we have, and would, happily recommend him to anyone.

Isabel Hollick | Housewife, Guildford

Tom has always been absolutely wonderful to work with. I've been so impressed by the time and effort he has put into getting to know me and understand my finances. He always goes to great lengths to ensure I understand and am comfortable with products. Prompt, thorough, never too busy to help, an...

Genevieve Edwards | Illustrator, London
Thomas has provided excellent financial advice in preparation for our retirement. His approach is very thorough, measured and balanced and he adopts a very consultative and empathetic approach. He has also been incredibly helpful regarding our ageing parents financial plans. We thoroughly recommend ...
Douglas Greenwood | Director of Sales and Marketing, Guildford
Tom was recommended to me by a close friend. Tom’s advice is always well considered and pertinent to my particular situation and has been invaluable during a year of financial uncertainty. I would not be in such good financial shape if it was not for him. He is always available on the end of a phone...
Sally Boulton | Teddington
Tom has provided me with great service and support. He inspires confidence, is knowledgeable and took care to explain everything and ensure my understanding. He has listened and responded sympathetically to any questions or concerns during what has personally been a very difficult period in my life....
Susan Blainey | Registered Nurse, Leigh-on-Sea
Thomas has always listened to my concerns and goals and has continually offered sound advice clearly. His service and support has consistently been extremely professional and of the highest integrity and quality. I highly recommend Thomas to anyone requiring reliable and trustworthy advice.
Carole | Guildford
My first contact with Thomas was very positive and professional, the advice he game me was solid and fully explained. From that meeting he gave me the confidence to invest my various private pensions in St. James's Place. Subsequently, the support and contact has been exceptional, keeping me up to d...
Private Client | Woking