Reviewed for

Insurance and Protection ( 16 )

Mortgages ( 12 )

Pensions ( 57 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 16 )

Auto Enrolment ( 3 )

Investments and Savings ( 54 )

Pension Transfers - Non Specialist ( 14 )

Inheritance Planning ( 25 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 8 )

Financial Planning ( 3 )

Financial Mentoring ( 1 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 8 )

£200k - £500k ( 11 )

£100k - £200k ( 10 )

( 1 )

Up to £50k ( 4 )

£50k - 100k ( 6 )

Client reviews

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Knew Anthony from school and talked to a few of his existing clients.

How has Anthony Hoskisson helped you?

Advice on how to unlock my pension from its original scheme as it died with me. It is now in a portfolio that will benefit my family in the future.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

November, 2021

Overall

Value

Service

Advice

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Lack of return from banks & ISA. Plan my retirement

How has Anthony Hoskisson helped you?

very clear advise, and recommendations, and the risks associated.

Have you seen the outcome you were hoping for?

I have seen a comfortable return to date.

What could they have done better?

I have not experienced anything that i would recommend to do better. I am happy so far.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Needing to invest retirement lump sums

How has Anthony Hoskisson helped you?

Access to better investment products than leaving the money in the bank.

Have you seen the outcome you were hoping for?

So far.

What could they have done better?

Don't know.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Wanted to transfer out if a work place pension.

How has Anthony Hoskisson helped you?

Gave sound advice after looking at all out financial affairs. Very professional approach from the first time we met.

Have you seen the outcome you were hoping for?

Yes. Pension transfer took place and since then has continued to give excellent service/advice.

What could they have done better?

The whole process was dealt with expeditiously and in a very professional manner. I couldn’t have asked for more.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Needed advice

How has Anthony Hoskisson helped you?

By sorting our finances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2021

Overall

Value

Service

Advice

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

We had a chunk of money to invest.

How has Anthony Hoskisson helped you?

Anthony gave honest advice about our options and spent time getting to know us and our risk profile.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I'm not a massive fan of the docusign interface that they use.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I had just passed the age of 55 and lost a contractor role due to the pandemic. I wanted to consolidate all my pensions into one flexible drawdown, transfer out of one of my two preserved pensions and pay off the remainder of my mortgage.

How has Anthony Hoskisson helped you?

All my options were discussed and I was able to achieve all my wishes with a minimum of fuss and at very reasonable cost.

Have you seen the outcome you were hoping for?

Very much so.

What could they have done better?

Nothing.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Anthony has been advising my brother for many years. For the past year also providing valued investment solutions to me and our mother.

How has Anthony Hoskisson helped you?

Investment advice including transfer of funds to realise higher rates of return.

Have you seen the outcome you were hoping for?

Results speak for themselves and are better than projected.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Retirement and not knowing what to do with money in the bank as interest rates are so low

How has Anthony Hoskisson helped you?

He gave us advise about different options

Have you seen the outcome you were hoping for?

Early days but at the moment yes

What could they have done better?

Nothing I am aware of

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

To transfer my pension early abs to another provider

How has Anthony Hoskisson helped you?

Providing advice and help with pension wise

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

First impression from a user who is not yet a client

August, 2021

Overall

Please provide a brief comment about your experience with Anthony

Unfortunately Anthony never contacted me.

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Anthony

Fees were not discussed, had too many questions to ask.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Advice

How has Anthony Hoskisson helped you?

With advice and planning

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Pension advice and handling

How has Anthony Hoskisson helped you?

Advised according to my needs

Have you seen the outcome you were hoping for?

Pretty much

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Need to invest savings efficiently

How has Anthony Hoskisson helped you?

Provided information I needed. Was proffessional and up to date with the market

Have you seen the outcome you were hoping for?

yes

What could they have done better?

n/a

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I needed to sort out my future finances, with a little to invest and a bit to keep for the unexpected. Anthony explained all the permutations and left the final decision to me. It was all discussed at a pace i felt comfortable with being new to all the jargon. I feel totally confident with Anthony keeping an eye on all my financial affairs. I look forward to an annual meeting to discuss the ups and downs of the markets however keeping on track with my aims for future retirement.

How has Anthony Hoskisson helped you?

Suggested on the base of my risk assessment, my investment portfolio and pension fund.

Have you seen the outcome you were hoping for?

Considering the current turbulent financial market, i am happy so far.

What could they have done better?

A question that would make us all able to retire earlier. Nobody knows what will happen tomorrow however just keeping an eye on the current markets and sticking to steady Companies and making, rather than the big gamble and potentially losing. Money invested has taken a long time to build up, lets not rock the boat.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

My affairs are quite complicated and so i needed advice on several financial matters .

How has Anthony Hoskisson helped you?

Tremendous help leading to saving of much money .

Have you seen the outcome you were hoping for?

More than I dreamt of !!

What could they have done better?

I could not have hoped for better .

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Several small pensions ,unsure whether to keep individually or combine into one

How has Anthony Hoskisson helped you?

Recommend keeping one and combining others

Have you seen the outcome you were hoping for?

Yes, over 40 per cent increase

What could they have done better?

Nothing

Review from verified client

December, 2019

Overall

Advice

Value

Service

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

The option to draw down on a pension final transfer value and consider SIPP

How has Anthony Hoskisson helped you?

Anthony explained the options available to us, the "generic pro's and con's" and provided a means for us to self assess our risk profiles in connection with potentially using a SIPP. Questa is regulated by the FSA and the Questa advice given was excellent.

Have you seen the outcome you were hoping for?

No; however I do believe that this is heavily linked with the extended Brexit process and the nonsense associated with Government Brexit distractions on the economy. I was also caught by the Woodford fund scandal and I am awaiting resolution as to whether any compensation / equity might be returned to me

What could they have done better?

Anthony has assigned a junior member to maintain regular contact with me and he remains on hand to answer any specific concerns. I do trust that Questa is maintaining my platform in the best advantage to me, Risk and Opportunity. I do attend 6 monthly reviews to consider any changes in circumstances, for briefings on my platform and provide opportunity to discuss changes.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to have a clearer understanding of potential benefits for investment and to combine my pensions into a single portfolio.

How has Anthony Hoskisson helped you?

Anthony explained the various options and positions in a clear and "non technical" way.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am not sure he could have done much more, he answers my questions in a way that is clear to me and is always pro-active when we meet for reviews.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

General yearly review of my financial position.

How has Anthony Hoskisson helped you?

Anthony discussed at length our current position & we agreed our next actions for the year ahead.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I have been a customer for the last 4 years and originally needed professional advice for a pension transfer which then led to a full financial review.

How has Anthony Hoskisson helped you?

At my recent review Anthony discussed with me my investment portfolio annual review which I found to have performed much better than I had expected. He gave a detailed explanation of the current market conditions and we agreed some minor changes to improve the portfolio for the next year. We also discussed a change of pension provider following a change of employer.

Have you seen the outcome you were hoping for?

The outcome exceeded expectations.

What could they have done better?

Nothing to improve, great service.

Review from verified client

December, 2019

Overall

Value

Advice

Service

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

A need for clear no nonsense advice.

How has Anthony Hoskisson helped you?

Re tuning of pension investments together with savings advice and inheritance planning.

Have you seen the outcome you were hoping for?

Not yet as early days.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Drawdown Enabling early retirement.

How has Anthony Hoskisson helped you?

Consolidation of Money Purchase Schemes and some savings to enable drawdown over a fixed period of time.

Have you seen the outcome you were hoping for?

To date yes.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I felt my previous advisor was not attending to our portfolio and using allowance available.

How has Anthony Hoskisson helped you?

He pointed out a variety of allowances and better investments for our circumstances.

Have you seen the outcome you were hoping for?

Too early to be sure but some advancement.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Pension transfer

How has Anthony Hoskisson helped you?

Showed the investment possibilities

Have you seen the outcome you were hoping for?

Interest gained as expected

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

to advise on pension and general finances

How has Anthony Hoskisson helped you?

with down to earth sensible advise

Have you seen the outcome you were hoping for?

with the general economic climate as it is we are very satisfied

What could they have done better?

not to our knowledge

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Pension transfer/Financial Planning advice. Anthony was a personal recommendation by a family friend.

How has Anthony Hoskisson helped you?

Sound advice given to cover our circumstances.

Have you seen the outcome you were hoping for?

Absolutely. excellent performance in all our Investments together with a very comfortable draw - down monthly income.

What could they have done better?

Cannot quantify. We hold Questa Chartered in absolute confidence due to a trust built up over ten years or more.

Anthony's reply

Thanks very much George

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Family, mortgage, pension planning.

How has Anthony Hoskisson helped you?

Mortgage applications & advice, life insurances, redundancy and critical illness insurance. Anthony gave me a long term perspective and reviews of my finances, plus advice for the futures of my children and inheritance.

Have you seen the outcome you were hoping for?

Yes to date, however there is time yet. Pensions are growing in line with expectations.

What could they have done better?

Nothing at present, uncertainty may mean more advice could be needed in the future.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Divorce settlement, pensions and inheritance

How has Anthony Hoskisson helped you?

By advising on investments

Have you seen the outcome you were hoping for?

Yes. Our confidence

What could they have done better?

We are happy that in the financial climate he gave us the best advice he could

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

After a difficult divorce I felt I needed advice on investment income/pensions and providing for my Son.

How has Anthony Hoskisson helped you?

His advice was very sound and helped me enormously.

Have you seen the outcome you were hoping for?

Yes. There are always fluctuations in the market and recently I did lose money but hopefully it will recover again.

What could they have done better?

I dont think he could have predicted the future.

Anthony's reply

Thanks Julie have great Christmas

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

My mother started the investment with Anthony, I have taken over now as mum is in care

How has Anthony Hoskisson helped you?

Anthony takes time to explain everything so you know what you are investing in and the risks

Have you seen the outcome you were hoping for?

We are happy with our investments

What could they have done better?

Markets go up and down we are happy with Anthony judgement

Anthony's reply

Thank you

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Personal circumstances had changed so needed advice.

How has Anthony Hoskisson helped you?

He sorted out my finances and advised me on investments.

Have you seen the outcome you were hoping for?

Yes.very satisfied.

Anthony's reply

Thanks Diane

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Consolidating different pensions, and desire to access tax-free portion of pension pot.

How has Anthony Hoskisson helped you?

Excellent advice on transferring pensions into a fund with a good return, including one that had been "friozen" for a number of years.

Have you seen the outcome you were hoping for?

Yes. my pension pot is growing at a very satisfactory rate.

What could they have done better?

Nothing leaps to mind - Anthony has been very good in explaining every step in 'layman's' terms.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Staffordshire

What were the circumstances that caused you to initially look for an adviser?

Need to merge several pensions and look for a new longer term investment model -

How has Anthony Hoskisson helped you?

Advice was excellent , impartial , up to date , offered several alternatives with good positioning on each one

Have you seen the outcome you were hoping for?

yes generally very good - the odd issue here and there but to be fair Anthony has generally felt with it before

What could they have done better?

I often have this conversation with Anthony - I think the industry should take a part of the risk ie if the investment does not grow then the IFA does not get all the fees and to be far Anthony understands this position

Anthony's reply

Thanks Clive, we need to catch up sometime

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Looking to get a better rate of return from my investments.

How has Anthony Hoskisson helped you?

He was able to recommended suitable funds and an investment plan

Have you seen the outcome you were hoping for?

Yes my investments have grown in line with expectations.

What could they have done better?

For my requirements he dealt with everything.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Isle of Anglesey

What were the circumstances that caused you to initially look for an adviser?

personal pension advice & investment

How has Anthony Hoskisson helped you?

Set up a Draw down pension & advise on investments for income

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Pension planning

How has Anthony Hoskisson helped you?

Setting up a SIPP

Have you seen the outcome you were hoping for?

Yes so far.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Inheritance

How has Anthony Hoskisson helped you?

Consultation, assessment of needs & actioning of these needs

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

There are members of the team who do not act as prompty or efficiently as Anthony, when contacted for advice or with queries.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Divorce financial advice and then to invest a retirement lump sum.

How has Anthony Hoskisson helped you?

Sound financial advice in all respects.

Have you seen the outcome you were hoping for?

Yes.

First impression from a user who is not yet a client

August, 2018

Overall

Please provide a brief comment about your experience with Anthony

Gave some good advise but was abit patronising

First impression from a user who is not yet a client

August, 2016

Overall

Please provide a brief comment about your experience with Anthony

Lengthy discussion and suggestions made for the way forward. Further meeting to be arranged once Anthony has pulled information together. We will then discuss future action.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

We had some previous investments with another firm and felt we were not getting the most personal advice for our circumstances or value for money.

How has Anthony Hoskisson helped you?

It was the thoroughness of the exploration of our whole life financial planning and our aspirations for the future that impressed us with Anthony's approach at Questa. Our annual reviews are always helpful in terms of current financial security, investment growth and our plans for our future retirements.

Have you seen the outcome you were hoping for?

Yes. Very satisfied by their financial 'whole life' service.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

bereavement.

How has Anthony Hoskisson helped you?

Anthony understood my needs and goals and presented the advice in a straightforward manner which was easy to understand.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

n/a

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

I received some share money from my company and also inheritance from my late father.

How has Anthony Hoskisson helped you?

He advised me on options available. I did not want to enter into any high risk investments, as I did not want to lose any of my fathers hard earned money.

Have you seen the outcome you were hoping for?

Yes. To date my monies have increased steadily year on year.

What could they have done better?

Nothing !

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Cannot remember the original reason, Anthony did help us with setting up a SIPPs so I could buy a commercial property.

How has Anthony Hoskisson helped you?

Honest advice.

Have you seen the outcome you were hoping for?

Yes, in all that he has done for us.

What could they have done better?

The management of the SIPPS, I think the costs from Friends Life are excessive, may be this needs to be looked at as it is affecting the yield. As financial advised perhaps this should have been brought up before now.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Not fully understanding what pensions I had running through previous employment, I needed the assistance of an expert,.

How has Anthony Hoskisson helped you?

Anthony traced all my previous pensions and arranged the transfer of my pensions as required to the best plan to give me the best return.

Have you seen the outcome you were hoping for?

Yes, in fact the outcome is a lot better than I hoped for.

What could they have done better?

Not in this instance as my expectations were exceeded.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

The need to invest pension monies and seek advice as to the most suitable means to maximise my investment.

How has Anthony Hoskisson helped you?

Anthony has provided excellent financial advice with recommendations as to where my pension monies should be invested. An annual review takes place and this has shown a substantial growth of my pension pot.

Have you seen the outcome you were hoping for?

Yes whilst accepting my investment is subject to fluctuations of the stock market.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

In a ever increasing technical financial envionment,expert advice is imperative,when on a limited and fixed income,.

How has Anthony Hoskisson helped you?

Anthony provide the necessary,highly expert advice I thought that I needed.

Have you seen the outcome you were hoping for?

Yes, I am 81 years old,Anthony arranged my affairs, to allow me to live in reasonable comfort, from very limited resourses.

What could they have done better?

From limited resourses I consider that Anthony has arranged my affairs in the best possible manner to meet my needs.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Advice over investments and retirement income.

How has Anthony Hoskisson helped you?

Placements of mixed investments.

Have you seen the outcome you were hoping for?

Currently yes.

What could they have done better?

Cant think of anything as Anthony seemed to tick all of the boxes.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

listed above.

How has Anthony Hoskisson helped you?

advice?.

Have you seen the outcome you were hoping for?

yes.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Pending retirement Advice needed on pension and investments.

How has Anthony Hoskisson helped you?

Anthony got to know our aspirations by having an in-depth discussion regarding our financial and personal circumstances.

Have you seen the outcome you were hoping for?

Anthony appears to have invested our savings wisely having taken into account our risk assessment exercise we completed and have done each year.

What could they have done better?

The figures speak for themselves. I believe Anthony is doing all he can to ensure we are as well protected as we can be and would have no hesitation in recommending him to others in similar circumstances.

Review from verified client

March, 2016

Overall

Advice

Value

Service

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Need for advice.

How has Anthony Hoskisson helped you?

Conscientiously.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I decided to retire early and needed help and advice with regard to the numerous pension pots that I had and how best to access and use them during retirement.

How has Anthony Hoskisson helped you?

He, and his Staff, listened to my idea of what I wanted during my retirement, they collated all of the information, including details of the numerous pension pots and all other investments that I have and then gave "straight to the point" advise on how best to move forward utilising all of my assets during retirement.

Have you seen the outcome you were hoping for?

Yes, and my idea has been exceeded.

What could they have done better?

Nothing . Excellent dealing from the start and I expect this to continue throughout my retirement.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Divorce.

How has Anthony Hoskisson helped you?

Pension plan put in place.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Staffordshire

What were the circumstances that caused you to initially look for an adviser?

Help in the ever complicated world.

How has Anthony Hoskisson helped you?

Makes it simple, looks at options from your perspective only!!.

Have you seen the outcome you were hoping for?

Yes very much so.

What could they have done better?

Take a % rather than a fee - i.e. share some of the risk

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I felt in need of financial advice as a result of an inheritance.

How has Anthony Hoskisson helped you?

Anthony has helped me to plan for my retirement and to rationalise my financial position so as to make the most of my earnings and eliminate my debts. Anthony is extremely patient and able to communicate complex financial systems in a clear and relevant manner. He has taken great pains to understand my attitude to risk and to a design a financial portfolio which meets my needs and which I am comfortable with in regard to risk.

Have you seen the outcome you were hoping for?

On the verge of retirement, I feel comfortable that I will have a secure and comfortable financial future as a result of Anthony's astute planning and expert knowledge of the various products and services which best suit my particular circumstances.

What could they have done better?

Not sure.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Anthony and the Team at Questa perform a yearly review on my finances and it was 12 months since the last review.

How has Anthony Hoskisson helped you?

Anthony checked that my investments are working hard for me and that anything needing reviewing was done.

Have you seen the outcome you were hoping for?

Yes I am happy that the funds are in the right place for the next 12 months.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Wills.

How has Anthony Hoskisson helped you?

General advice.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Reaching 65 and needing advice on how best to go forward with my pension investmets.

How has Anthony Hoskisson helped you?

Explained my options and guided me forward, I made my decisions from our conversations and the results speak for themselves.

Have you seen the outcome you were hoping for?

I did not have a figure as such but the results so far have proved enough to prove the advice has been well worthwhile.

What could they have done better?

They are only a phone call away with their advice and the meets we have to discuss financial affairs have been regular, so I know I am satisfied with the service and they have fulfilled all I ask of them.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I inherited a lump sum and had no idea what to do with it. Anthony was recommended to me and I went to him for advice.

How has Anthony Hoskisson helped you?

Anthony listened to me and together we decided on the % risk I was willing to take. He explained everything to me in detail and being a novice in language I understood. My needs and expectations over the next 10 years were discussed. I felt very comfortable in accepting his professional advice.

Have you seen the outcome you were hoping for?

I see Anthony for a yearly review and making a profit last year was this year resigning myself to a loss with the market's performance these last few months. Thrilled to find my investments had not decreased and I had once again make a profit.

What could they have done better?

I am very happy with the service Anthony provides for me. Answers my questions explaining everything in detail. I especially find the annual review helpful explaining where my money is and where we are thinking of moving it to or leaving where it is.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

SUCCESS OF BUSINESS MEANT THAT I NEEDED ADVICE ON HOW TO BEST PRESERVE AND INCREASE CAPITAL AND THE SAME TIME MAKING USE OF ANY TAX ADVANTAGES AVAILABLE.

How has Anthony Hoskisson helped you?

ANTHONY HAS TAKEN AN INTEREST IN THE WELFARE OF NOT JUST MINE BUT ALSO MY FAMILIES FINANCIAL WELBEING.

Have you seen the outcome you were hoping for?

DEFINATELY , ESPECIALLY IN THE AREA OF INHERITANCE TAX .

What could they have done better?

I AM COMPLETELY SATISFIED WITH THE HELP AND ADVICE I HAVE RECEIVED

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Needed financial advice after inheriting a substantial sum.

How has Anthony Hoskisson helped you?

He suggested suitable long term investments to produce an annual income.

Have you seen the outcome you were hoping for?

Yes and we have regular meetings to monitor my investment.

What could they have done better?

I am very happy with the way my affairs are being handled

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I went to Anthony Hoskisson of Questa Financial Advisors on the advice of my solicitor, in order to make the best investments to provide me with a secure future .

How has Anthony Hoskisson helped you?

I have been investing with Anthony for over 6 years now and every year we have beaten inflation and bank interest rates also the companies charges.

Have you seen the outcome you were hoping for?

With my small amount of savings I cannot think of any better place to have put my savings so I am very satisfied with Anthony.

What could they have done better?

I think Anthony has done the best for me that he could I have taken notice of his advice and it has worked for me .

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Investment of lump sum on retirement.

How has Anthony Hoskisson helped you?

By reviewing our risk to investments through an in depth questionnaire before advising us on the options available.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

As far as we are concerned Anthony could not have given us better advice.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

General advice regarding pension, mortgage & savings.

How has Anthony Hoskisson helped you?

We did a complete overhaul of our finances.

Have you seen the outcome you were hoping for?

To date we are very satisfied with the results.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Initially an inheritance.

How has Anthony Hoskisson helped you?

Advised us not just what to do with the sum but also personal insurance and pensions.

Have you seen the outcome you were hoping for?

Not yet applicable.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I have always consulted a financial adviser for all important finances.

How has Anthony Hoskisson helped you?

He explained my best route for investing and maximising my assets and looked after all the admin for me.

Have you seen the outcome you were hoping for?

Yes. The investments have performed well.

What could they have done better?

I cannot think of any thing that I would say could have been done better.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

We needed to release some cash due to unforeseen circumstances.

How has Anthony Hoskisson helped you?

Advised on remortgage options to allow us to release urgently required cash - we agreed this was the best way forward at the time. This also allowed us to open an investment portfolio after discussing available products.

Have you seen the outcome you were hoping for?

Yes. We selected a good mortgage option and released the required cash. We have since paid off the mortgage and are pleased with the performance of our investments, which we have recently topped up.

What could they have done better?

More than happy with the service provided.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

the pensions we already had were not being managed so used this firm on recommendation.

How has Anthony Hoskisson helped you?

by giving very good advice and explaining everything well.

Have you seen the outcome you were hoping for?

we were quite aware that investments go down as well as up, so things can only improve in the future.

What could they have done better?

more than satisfied with the service

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Complex Pension history and needed advice on how best to consolidate multiple funds.

How has Anthony Hoskisson helped you?

Set out a clear plan based on our anticipated retirement date and provided a solution that would deliver what we wanted.

Have you seen the outcome you were hoping for?

yes - everything is on track and regular reviews have helped us understand progress.

What could they have done better?

Nothing to add as I got everything I expected

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to combine all my frozen pensions into one and look to take advice on future savings and investments. Anthony was recommended to me.

How has Anthony Hoskisson helped you?

He took my current situation into consideration along with my future thoughts and then explained the possibilities in Simple English. Simple clear breakdown.

Have you seen the outcome you were hoping for?

Yes, I see it as a long term plan and relationship, with Anthony now looking after my complete portfolio.

What could they have done better?

Not much really ....as I said the best thing was that Anthony broke it down into simple honest language rather that wrapping it in technicalities. ( I find that the better someone knows their topic the less reliant they are on trying to hide behind technical phrases.)

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement.

How has Anthony Hoskisson helped you?

Provided advice on how best to invest our money to give a good return during retirement.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing really.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

multiple pensions.

How has Anthony Hoskisson helped you?

he consolidated several pensions however ensuring the ones that had best return stayed where they were.

Have you seen the outcome you were hoping for?

I was and continue to be more than happy with the results by moving to Anthony and Questa Chartered Financial Planners. My pensions have gone from being static to an average growth of between 10% and 16% year on year.

What could they have done better?

Questa continually improve their client service so I would struggle to find anything constructive to suggest

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I did not know where to put some money that I received. Also i was going to get another couple of lump sums that had reached termination.

How has Anthony Hoskisson helped you?

Having carried out a risk assessment we discussed together the best plan.

Have you seen the outcome you were hoping for?

At this moment in time the outcome is very favourable to me.

What could they have done better?

The only thing that could be better is a slight percentage rise on my investments and some custard creams on the reviews each year, that would be perfect however i am extremely happy so far

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Initially to discuss life cover, shareholder protection and SSAS investments.

How has Anthony Hoskisson helped you?

Was able to advise on the best form of protection as shareholders and created a Cross Option Agreement. Able to give up to date advice on strategic planning and recommend funds for my aims.

Have you seen the outcome you were hoping for?

I have seen a steady growth in my Managed funds in a TIP. Also, the life cover was solved easily with the correct advice for both cover and tax.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Anthony Hoskisson helped you?

Anthony is exceptional in all aspects of financial planning for now and for the future. Anthony offers protection, security and peace of mind and is always available for advice. He is always knowledgeable, confident, professional and friendly in his approach. All of my family now use his services as their financial planner and we are all thrilled with the service he gives and the results he achieves.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Anthony Hoskisson helped you?

We've had really useful, in-depth discussions with Anthony about our specific financial needs as well as our aims and objectives for the current time, the short term and future. ItÂ’s good to talk to an experienced financial planner about the balance between savings and protection as well as ensuring we have the money to do what we want now too. It's a very cathartic process and Anthony has given us the confidence that we're maximising our finances. His expertise is also matched by a really good support team at Questa Chartered.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Anthony Hoskisson helped you?

Having known Anthony for several years I approached him for advice a few years after my retirement. In the past I had selected funds but realised I now needed a more cautious and less volatile approach. Anthony clearly explained the options available to me involving active and passive funds during several meetings my wife and I had with him and so I was happy to transfer my capital for him to manage. Anthony is always receptive to any questions I have about the funds in which the capital has been invested and is always willing to supply me with a clear breakdown of the funds he has chosen. My wife is now considering transferring her pension fund to him to manage. Anthony has explained the choices available in the light of the pension changes which are still evolving, and further meetings will take place to enable a decision to be made.

What could they have done better?

We are very satisfied with the advice given

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Anthony Hoskisson helped you?

Authony understands our attitude to risk and is very easy to talk to. He offers good advice all round.

What could they have done better?

We are very happy with Authony.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Anthony Hoskisson helped you?

The meeting was professional however relaxed and made me feel totally at ease. There was no pressure and I was given clear guidance and advice on various areas that were extremely important to me. I have since told 3 of my customers how excellent the whole experience was

What could they have done better?

Genuinely nothing I could suggest to improve in.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Anthony Hoskisson helped you?

They listened to what risks both my husband and I were prepared to take when investing our pensions. They turned around private pensions which were not making any money - in effect forzen - into a regular 15-16% increase year on year. Every year we sit down to see if our situation or plans have changed, events throughout the year can make a significant effect on what your existing plans are. The staff are approachable and friendly yet professional