

Tony's reviews
Reviewed for
Pensions ( 5 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 9 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 3 )
Review
by a verified client in Derbyshire
10 years ago
Overall
Advice
Service
Value
How has Tony Dungworth helped you?
Tony has an exceptional way of explaining financial matters confidently, clearly and simply. He has always encouraged me to question anything that I am not sure about in his consultations. I feel confident that I have a good understanding of how my money is working for meI.
What could they have done better?
I have complete confidence in Tony and really do not have any constructive suggestions about how he could do better!
Review
by a verified client in Derbyshire
10 years ago
Overall
Advice
Service
Value
How has Tony Dungworth helped you?
Tony understands well our attitude to risk and the purpose of our investments. He has always endeavoured to provide products suited to these needs. He is always available to answer any worries or queries between his annual visits. We have always found his visits friendly and helpful and put our trust in his recommendations.
Review
by a verified client in Derbyshire
11 years ago
Overall
Advice
Service
Value
How has Tony Dungworth helped you?
Provides a professional service, willing to take the time to understand my aims and ambitions for my financial affairs. Only been with Tony a short while and the end results will be the deciding factor, but so far, I am confident that my goals will be achieved within the plan established by Tony
Review
by a verified client in Nottinghamshire
11 years ago
Overall
Advice
Service
Value
How has Tony Dungworth helped you?
I have known Tony for a number of years, both in his current role and his previous role with Nat West. He has the ability to explain difficult concepts in terms that I can understand, without being patronising in any way. He is also very happy to re-cap on areas where my grasp had started to slip. In my view, he gets the balance between "Listenting" and "Talking" just about spot on. I have encountered advisors in the past who seemed to like the sound of their own voice too much for my liking. I am also very impressed by his attention to detail.
What could they have done better?
The jokes could be better !
Review
by a verified client in Nottinghamshire
11 years ago
Overall
Advice
Service
Value
How has Tony Dungworth helped you?
Easy to talk to. Explains risk. Happy to answer questions and works hard to sort any problems.
What could they have done better?
Making new investments is slightly complex and as a consequence I have not got round to investing although the funds are available.