Testimonials
Read some of the feedback received from clients.Tom has helped me by ensuring that my money is in the right place to be working for me rather than languishing. He has helped me understand what I need to do to plan/prepare for retirement. He has also helped me gain knowledge with regards to pensions/taxes and shares.
Tasha has been brilliant! She has organised my pensions to go into one pot which should allow me to retire a few years earlier. Tasha will always reply to any communication as soon as she can and will always have an answer.
She has researched possible courses of action for me, their advantages and disadvantages. She has made suggestions about alternatives and presented these in a way that I can understand. She is approachable and friendly and has demonstrated, through her recommendations, that she has my interests a...
Steve has been very helpful with providing financial advice anytime I have needed for. His professionalism and attention to details makes me feel I am in safe hands.
Having been badly advised previously, I wanted a financial advisor who was honest, knew what he/she was talking about and spoke to me in English, not just financial speak. That is what I have with Donald.
Kim has helped bring clarity to the best options for us as a family in terms of maximising our investments in line with our targets and ambitions.
To someone who is not very experienced, finding the terminology and different products quite baffling, Peter has done a great job. He has been incredibly patient and understanding in explaining all the different options, and reinforcing why we have taken the decisions so I am always clear. He is ...
Excellent meeting. James used did a thorough review which never became boring ( I have a tendency to zone out in financial discussions!). His explanations were simple, concise and used straightforward graphs as illustration.
Tom has given us invaluable advice on how to invest our money according to our risk strategy. He has kept us updated on how our products are performing and how much money we can take whilst aiming for growth.
Kim not only help me with my financial and pension planning and health protection, but also helped demystified the whole process, allowing me to feel confident in discussing financial matters in the future. I couldn’t recommend Kim more highly.
I have got to know Tom over the last few years and have always found his advice and perspective to be valuable, balanced and clear. I would recommend Tom to anyone who is looking for support in their financial planning activities.
Tom has been advising me and managing my assets for the last 5 years. I could not be more impressed with his diligence, client management skills and deft handling of my account, Tom is attentive, always available and proactive in ensuring that I am always appraised of changes to situations. I could ...
As a Chartered Accountant, I need the latest investment and tax planning advice, and with Tom I have access to the UK's leading wealth management business at a personal level, suited to my goals. I am confident and happy to recommend Tom as a trusted adviser.
Over several years I have always found meeting and communicating with Tom to be both a rewarding and pleasurable experience. His precise, reassuring advice and manner has been and will continue to be recommended by me to those who need sound financial guidance without any 'hard sell' pressure.
Tom Frizzell is a trustworthy person who endeavours to understand your full financial situation and future needs. He makes you feel very comfortable to be able to talk openly and honestly in confidence. He has supported both me personally and my employer through tough times and helped shaped my futu...
Tom clearly understood our future financial needs and explained very clearly what he considered the best course of action. We feel very happy with his standard of care.
Tom is a very knowledgeable, approachable professional. He has helped us greatly and removed much of the stress of managing our investments. I would recommend him unreservedly to others needing financial advice and wealth management services. In addition to being very professional and knowledgeable ...
My wife and I have worked with Tom for a number of years. He is dependable, listens to our needs and then put plans in place to assist and which are easy to understand. We love working with him and are delighted with the service.
After a number of less than happy dealings with Financial Advisers Tom Frizzell proved to be a breath of fresh air. He was able to sort out a real mess left by his predecessors and put things back on track. He is knowledgeable of the whole area of wealth management, brings in assistance from special...
Tom is prepared to spend time to understand my requirements and is very clear with his advice.
I can thoroughly recommend the services of Tom Frizzell to anyone who is looking for a trustworthy financial adviser who is knowledgeable and can make financial jargon simple and straightforward. Tom gets to know you and finds out what is important in your life and shows you how to achieve long term...
After a long period of great concern over my future finances I was introduced to Frizzell and Partners by a friend. Their advice, professional expertize and genuine care has been beyond what I could have hoped for. Thanks to Tom Frizzell and his team I feel educated, supported, and with their help ...
