Jess (Huddersfield)

Working with Tom has given me confidence in investing, and I'm very happy with the performance of his recommendations. Instead of feeling lost or daunted I am supported and confident. You can't put a price on that.

1. Please provide some background information e.g. your job, marital status, any children, needs, concerns and goals

I’m in my early 30’s, working in IT for a financial services company. Co-habiting with my partner and his children. My goal is to ensure I’m saving enough and wisely to prepare for later life and reaching that “work optional” age!

2. Why did you need financial advice? Was it a problem you had or a goal you wanted to achieve?

I had dabbled in investments myself but I wanted help from someone who knew what they were doing to give me the confidence to increase my investments, and give advice on my strategy.

3. How did your adviser help?

Tom helped me to gain confidence through understanding what we were doing, and also made sure he fully understand my goals and wider situation so he could give a full recommendation. He challenges my thinking in a caring way to ensure I’ve thought things through, and it feels like we’re working together to achieve my goals. Working with Tom has helped give me the confidence in what I thought might be an unachievable goal.

4. How have you benefited from the advice? How has your life changed? What can you do now that you couldn’t previously?

Unlike some forms of direct financial advice, I love that Tom looks at your whole situation. It’s not just telling me which investments to buy where he gets a commission. Working with Tom has given me confidence in investing, and I’m very happy with the performance of his recommendations. What I feel is a huge benefit is that we have a solid plan (wider than investments) to achieve my goals and live comfortably. Working together to define those goals and the scenario planning we have done together makes me feel very informed and prepared. Instead of feeling lost or daunted I am supported and confident. You can’t put a price on that.