How did Tom Warren help you? Personal pension had been stagnating for a while as old adviser had lost interest. Tom did full evaluation of circumstances and made recommendations. Have you seen the outcome you were hoping for? Still early days but happy so far with recommendations. Regular communications and advice. What could they have done better? Nothing

What were the circumstances that caused you to look for a financial adviser? To try and get the best rewards from our Pension. How did Tom Warren help you? Tom's expert advice has guided us through the minefield of pension data for both myself and my wife. Have you seen the outcome you were hoping for? Yes, we have seen a growth in our pension pot which has been invested across several funds through Quilter. What could they have done better? We feel the service we have received has been of a very high standard.

What were the circumstances that caused you to look for a financial adviser? My cash ISA interest rate was poor. How did Tom Warren help you? Moved it into a managed stocks and shares account. Have you seen the outcome you were hoping for? Early days to compare if it was the right choice. What could they have done better? Nothing I can think of.

What were the circumstances that caused you to look for a financial adviser? I had several small company pensions and I wanted advice on how best to pull together these pensions into one pot. How did Tom Warren help you? Tom looked into my financial situation to ensure he could offer the best agreed package. Tom offered details of different financial options to invest into a draw down pot. Everything was documented and explained, agreed and signed off before commencing. Have you seen the outcome you were hoping for? I am drawing an agreed payment each month and after 12 months the pot has increased considerably. I have seen this as a good investment and much better to have in one pot rather than several small ones. What could they have done better? Tom has done an efficient service with excellent communication throughout. I cannot see how this could have been improved.