What were the circumstances that caused you to look for a financial adviser?
Initially looking for a better return on my savings a few years ago, with the prospect of looking at pension options at present.
How did Tom Warren help you?
Tom looked at my current pension and also a couple of frozen pensions that I had, gave me a comparison of returns both leaving them as they were or combining them into collective retirement account, along with the costs incurred of both options.
Have you seen the outcome you were hoping for?
Yes even in the short time that I have transferred them across.
What could they have done better?
I don't think anything could have been done better, everything was clearly explained along with the risk implications and also the costs of maintaining the account.
Mr P, Northampton
What were the circumstances that caused you to look for a financial adviser?
I was within 14 months of retiring
How did Tom Warren help you?
Not being particularly financially literate I was worried as to my ability to maintain a comfortable lifestyle once retired. Tom reviewed my pensions and savings and made recommendations regarding consolidating my funds and obtaining better returns from my savings.
Have you seen the outcome you were hoping for?
Having now retired I feel I am in a comfortable position facing the future and know that Tom and his colleagues will continue to provide me with relevant information and advice.
What could they have done better?
No complaints at all.
Mr L, Northampton
What were the circumstances that caused you to look for a financial adviser?
Ready to start drawing pension.
How did Tom Warren help you?
Advised options of annuity v drawdown. Advised and organised consolidation of funds to enable drawdown.
Have you seen the outcome you were hoping for?
Yes. Funds have been consolidated to allow for drawdown.
What could they have done better?
Don't know.
Mr W, Northampton
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.
Mr B, Northampton
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.
Mr H, Towcester
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.
Mr W, Daventry
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
Mr S, Leighton Buzzard
About us
Launched in July 2007 2plan have continuously built on our strengths to become one of the leading wealth management firms in the UK. Our head office administration, technology and regulatory teams provide exceptional support to all our financial advisers around the country, enabling them to deliver the best possible service to clients. The client experience is paramount and all our advisers pride themselves on providing up-to-date advice and building long lasting, professional client relationships. We want all our clients to view 2plan wealth management as their trusted go-to adviser for their financial matters.
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