Fathom Financial Reviews 57

TrustScore 5 out of 5

4.8

While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more

To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more

See what reviewers are saying

Rated 4 out of 5 stars

To day we met with Garry.me and my partner where really impressed with how helpful he was. We left understanding a lot more and a lot less concerned than when we met him .again thank .

Rated 5 out of 5 stars

Been using Fathom for almost 5 years now. Always had good sound advice from my first appointment with Mark. This has continued to this day. Every meeting with Mark and Gary have been fully explained... See more

Rated 5 out of 5 stars

I met Gary at Fathom about three year’s ago, I found him to be very polite, professional, knowledgeable and helpful. He sorted out all of my various pensions and put then together to create a pension... See more

Rated 5 out of 5 stars

Would highly recommend Fathom Financial who look after my pension for me and have given me valuable advice over the years. I can log in to my account at anytime to get an update and also receive Quart... See more

Company details

  1. Financial advisor

Written by the company

We make financial advice simple. Straight-forward independent pension and retirement planning advice you can relate to.


Contact info

4.8

Excellent

TrustScore 5 out of 5

57 reviews

5-star
4-star
3-star
2-star
1-star

How this company uses Trustpilot

See how their reviews and ratings are sourced, scored, and moderated.

Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

I have been very happy with the service…

I have been very happy with the service from Fathom from day 1. They sorted out my several messy pensions and gave very good advice. They have also arranged my will and continue to provide very efficient support.

16 December 2021
Unprompted review
Rated 5 out of 5 stars

Very helpful

From our first appointment with Fathom we have always been confident about the advice we have received. Mark, Gary and Victoria are always helpful and respond very quickly to all enquiries.

16 December 2021
Unprompted review
Rated 5 out of 5 stars

After years of collecting a drawer full…

After years of collecting a drawer full of pension benefit statements from seven different schemes I decided that it was time to seek professional advice. I wanted to stay local and Fathom Financial had some excellent reviews so I booked an appointment with Gary, nearly two years ago. I can honestly say it is one of the most important and rewarding things I have ever done. Gary explained retirement planning with patience and professionalism. I went into the meeting clueless about my pile of letters and left with a huge sense of relief, invaluable advice, a clear plan of how to get the most out of my pension savings, and a big smile! Fathom took care of everything and Gary kept me up to date with the whole process. I can now see at a glance how my pension investment is performing and I am very pleased with the return. Fathom regularly contact me with updates on my plan and I look forward to the news bites issued to Fathom clients. The will writing service is also quick, easy and good value for money. I feel very confident that my financial future is in good hands and that the team at Fathom have my best interests at heart.

15 December 2021
Unprompted review
Rated 5 out of 5 stars

Comprehensive & well balanced financial advice

Earlier this year we moved house and used money from the house sale to invest into an online pension using Gary Stewart from Fathom as our financial advisor.
We have been very impressed with the comprehensive financial risk assessment he provided to ensure we invested in the funds which met our needs.
He also provided a balanced view on risk/reward and the options available, and we never felt pressurised to go down a certain route.
We are now seeing over a 6% growth on our investment in less than 1 year.
Overall very satisfied and I would definitely recommend

15 December 2021
Unprompted review
Rated 5 out of 5 stars

Excellent service

I met Gary at Fathom about three year’s ago, I found him to be very polite, professional, knowledgeable and helpful. He sorted out all of my various pensions and put then together to create a pension pot, to invest as I requested,doing all the paperwork, we’ve now invested it and I’ve watched it grow very nicely. We have formed a retirement plan together, to suit my needs. I can now retire early at 55, next month as I’d hoped. I would definitely recommend Fathom to family,friends and colleagues

15 December 2021
Unprompted review
Rated 5 out of 5 stars

Professional and friendly

My partner used Fathom over four years ago to sort out his financial affairs and retirement plans and had a really good experience. Consequently I made arrangements to also meet Mark and put all my finances in order, even though I live 60 miles away. Over the last few years I've met Mark and Gary - I cannot praise them enough. They are both extremely knowledgeable, friendly and professional and give great, useful advice. I am now looking into taking early retirement and Gary has been really helpful showing projections of what I can do. He has also given me advice about wills, power of attorney etc. and how to make arrangements to ensure my family are looked after. A great company to work with - I highly recommend them.

15 December 2021
Unprompted review
Rated 5 out of 5 stars

Fathom Financial…

Been using Fathom for almost 5 years now. Always had good sound advice from my first appointment with Mark. This has continued to this day. Every meeting with Mark and Gary have been fully explained and made easy to understand. Gary started looking after my finances earlier this year and has sorted out my retirement plan.
All good with no complaints. Excellent service.

14 December 2021
Unprompted review
Rated 5 out of 5 stars

Feedback

A great company only been them for a short time and Victoria has been very helpful with pension we are now using them to advice us with our finances

14 December 2021
Unprompted review
Rated 5 out of 5 stars

Very Constructive Advice

Gary at Fathom offered free advice leading up to my consideration of investment options, and provided business models for several different outcomes, which was incredibly useful. I wish more companies operated this way. Definately influenced my view in the matter. Like using a local business. Would recommend.

14 December 2021
Unprompted review
Rated 5 out of 5 stars

We’ve used Fathom for at least 5 years…

We’ve used Fathom for at least 5 years now, primarily working with Mark and Gary. We’ve always found them to be respectful, knowledgeable, and trustworthy which is important to us. They are great at simplifying what could be complex issues. Over the years they have guided us through Pension transfers, various Investments and Lasting Power of Attorneys and are always happy to discuss any concerns or question along the way.

I would have no problem recommending Fathom to friends and family

14 December 2021
Unprompted review
Rated 5 out of 5 stars

Feedback

I have dealt with Gary Stewart at Fathom for some years now. I totally appreciate how he commits himself to each client individually and very professionally. I am comfortable contacting him knowing he will use his knowledge and experience to deal with any of my queries and the customer service given by this office is of such high quality

14 December 2021
Unprompted review
Rated 5 out of 5 stars

Very responsive and helpful

Our experience of Fathom has been great. Gary is a knowledgeable person and has given us excellent advice. We are watching our money grow. I would highly recommend.

This is a firm that looks at all the options with knowledge that is based on research and experience.

14 December 2021
Unprompted review
Rated 5 out of 5 stars

Would Recommend 100%

Helpful friendly advisors with a wealth of financial knowledge. Always available to help if circumstances change and mine have a few times over the last couple of years. Explaining anything I don't understand is never a problem. Have recommended to family and friends without hesitation.

14 December 2021
Unprompted review
Rated 5 out of 5 stars

Pension Drawdown

Contacted Fathom Financial as I wanted advice on drawing my pension down. After a meeting with the team they listened and understood my needs and made some financial suggestions.
I left it in the capable hands of Victoria Bell one of fatham associates who managed it from start to finish with a smooth transition. I am now enjoying my early semi retirement plan.
Thanks again Fathom Financial

14 December 2021
Unprompted review
Rated 5 out of 5 stars

Fantastic

Victoria has been extremely helpful, explained our options fully so that we can make informed choices through the course of our consultations. She was always available for our queries and made sure she provided the best service.

13 December 2021
Unprompted review

The Trustpilot Experience

Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.

Companies can ask for reviews via automatic invitations. Labeled Verified, they’re about genuine experiences.

Learn more about other kinds of reviews.

We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.

Learn about Trustpilot’s review process.

Here are 8 tips for writing great reviews.

Verification can help ensure real people are writing the reviews you read on Trustpilot.

Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.

Take a closer look