Linus (Leeds)

I can't recommend Tom of Arboretum enough. He has been instrumental in getting a clear view of mine and my wife's short, medium and long term plans in life and how we can achieve them.

I can’t recommend Tom of Arboretum enough. He has been instrumental in getting a clear view of mine and my wife’s short, medium and long term plans in life and how we can achieve them. He has taken us from a position of naively solely focusing on saving for the retirement to a position of knowing what we need for a comfortable retirement and then freeing up other funds to maximise our experiences in our lives today to ensure we get what we want out of our whole lives, not just the portion of retirement. The plans that we’re forming are providing real direction and are exciting as it’s taking things I thought would be off the table and showing that we can afford them without negatively impacting our retirement.

I’m particularly picky with who I engage with in this area and Tom’s data driven approach to financial investments mixed with his genuine caring and understanding of us as people and what we want to achieve in life means that I always look forward to meeting with him and refining our plans. He genuinely provides a completely invaluable service in my life.