Eclipse Financial Planning

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Reviews

1. Steve P ★★★★★

   I've been working with Tom Kesterton as my financial advisor since 2020, and I couldn’t be happier with his service. Tom is professional, approachable, and genuinely easy to deal with. He takes the time to understand my financial goals and explains complex concepts in a clear, straightforward way. His guidance has been invaluable in helping me make informed decisions, and I truly appreciate his proactive and supportive approach. I highly recommend Tom to anyone seeking a reliable and knowledgeable financial advisor.

   almost 7 months ago
2. Frankie Richmond ★★★★★

   Have worked with Tom for about 2 years now & feel happier than ever with where we are financially. Tom has helped tailor our future financial planning to our needs and he is extremely knowledgeable in his field. We have made some tweaks to our investments which are already showing real potential. Look forward to the next few years!

   almost 8 months ago
3. Kerry Johnson ★★★★★

   After 2 & half years of trying to get onto the property ladder and having multiple failed attempts and advisors My partner and I got recommended Tom through a family member. It was the best thing we ever did. After our first point of contact I knew Tom was going to make this finally happen for us & within 6 months he did. We first reached out to Tom Early December 2023 and by June 2024 we had the keys to our New Home. He checked in with us every couple of weeks to see how we were and he still checks in with us know. He's very professional, friendly and responsive no matter what time of day if you have any enquiries he’ll get back to you asap. I honestly couldn’t recommend him enough. If your unsure or need help finding an advisor, Tom is the person for you!

   1 year ago

1. Lewis Stanberry ★★★★★

   Being a first time buyer and having so much brokers. Telling me different story’s and options had me confused and stressed. I was directed to Tom by a friend. From the start Tom was polite pleasant and honest this was all over the phone. From the very first call I felt calm relaxed and no longer alone. This journey now felt like it was a partnership I had made a new friend with the world of knowledge to guide me in a nut shell….. tom know his stuff and approaches his work from a point that very few people do now days and years that’s with passion

   almost 2 years ago
2. Charlotte Ellis ★★★★★

   We've had the privilege of having Tom from Eclipse Financial Planning as our advisor for over a year now. Tom has expertly navigated the complexities of our financial landscape, facilitated the setup and optimisation of carry-forward pension contributions, ensuring we maximise the benefits available to us. He also set up an ISA for us, offering flexible, tax-free investing opportunities that align with our long-term financial goals. Recognising the importance of diversification, Tom guided us through an investment in a Venture Capital Trust (VCT). One of the most impactful services Tom provided was the arrangement of a blended Critical Illness package. This comprehensive plan not only offers financial protection but is tailored to our specific circumstances. It's comforting to know that, in the unfortunate event that we can't continue our work, we have a robust safety net in place, thanks to Tom's meticulous planning. Throughout this journey, Tom's communication has been stellar. He keeps us informed, demystifying financial intricacies, and ensuring we are comfortable and confident in our decisions. Tom is a financial advisor who goes beyond the basics, providing personalised and strategic guidance. His expertise and tailored approach have made a significant difference in our financial journey.

   almost 2 years ago
3. Alan Kesterton ★★★★★

   My wife and I needed a small mortgage to purchase our "forever home" and were delighted that Eclipsefinancialplanning.co.uk managed to get us the amount we needed despite both of us being over 65! Hats off to the team. Recommended.

   almost 4 years ago

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