Testimonials
Read some of the feedback received from clients.Tony has a unique set of skills that in my view make him stand from other financial advisory Partners. The ‘uniqueness’ comes from a splendid blend of accounting, management consulting, C-level management and modern financial advice skills. The result - is a highly tailored proposition for ever...
I echo the comments in the first testimonial on Tony’s skills and experience. I think the accountancy background is invaluable. Tony's approach is that of a Partner, a long-term Partner - no short term here. He has provided great support to me, on top of investment advice, with an issue I had w...
Tony has provided me with an excellent level of guidance and support whilst I have taken life changing financial decisions. He has provided the highest level of professionalism to ensure that I understand all aspects of the Defined Benefit transfer process, outcomes, risks being taken and inves...
Tony works very hard to make the complex simple in providing financial advice. You know he really works to understand your objectives and then he provides innovative solutions. You also feel that he is continually monitoring things, making helpful suggestions which is exactly what I want and ne...
Tony has provided a first class personal service, ensuring that I fully understand the details of his financial advice. This has enabled me to better grasp the different options for maximising my pension arrangements. I have no doubt that, working together, we improved my financial outlook sign...
Tony’s advice and guidance has been invaluable in helping us to consolidate our financial position as a couple. He has enabled us to build a forward looking plan aligned to our financial objectives. Whilst we have a joint financial plan, Tony took the time to review our individual requirements ...
Over my career I had built up a complex collection of pensions & investments, which were not actively managed. Tony has helped me to develop a clear financial plan for the future, so that my investments are now well managed and under regular review. Tony is very approachable and easy to dea...
