Reviewed for

Insurance and Protection ( 7 )

Mortgages ( 8 )

Pensions ( 47 )

Retirement income (annuities, drawdown) ( 28 )

Investments and Savings ( 49 )

Pension Transfers - Non Specialist ( 13 )

Inheritance Planning ( 5 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 8 )

Financial Planning ( 9 )

Financial Mentoring ( 1 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 7 )

£200k - £500k ( 11 )

£100k - £200k ( 13 )

Up to £50k ( 2 )

£50k - 100k ( 3 )

Client reviews

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Buckinghamshire

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

I was looking for advice and a friend recommended Anthony. After a face to face meeting we discussed his services and my requirements. Anthony has been our advisor for many years and I believe his advice has been very beneficial in terms of my pension investments.

How has Anthony Crockert helped you?

In the last year with Anthony's advice, I have reviewed all my pension funds including retirement projections. As a result, I have taken a draw-down to pay off our outstanding mortgage. The process was well explained resulting in a timely draw-down.

Have you seen the outcome you were hoping for?

Yes, I am very pleased with the advice and result

What could they have done better?

I don't believe so.

Anthony's reply

Thank you for taking the time to provide your review of my services which is much appreciated.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Kent

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

We initially looked for an advisor after our first child was born in the early 2000's. We were looking for income protection insurance in case something happened to us whilst the children were growing up. This evolved into setting up private pensions as well.

How has Anthony Crockert helped you?

We have at least an annual review of our circumstances and talk about the changes that are occuring in our lives, it is useful to have someone looking far into the future and consider the financial impact of the changes to our lives. He has helped by giving good advice on pension investment platforms and breaks down what is occuring in the economy and how this effects our pensions / investments and savings. We like that he is not pushy, presenting potential issues and solutions to these issues and leaving us to make the decision.

Have you seen the outcome you were hoping for?

Yes, on the whole.

What could they have done better?

Can't think of anything.

Anthony's reply

Dear Alastair, thank you so much for your thorough summary of my services which is much appreciated. I look forward to continuing to work closely to reach our goals. I am very pleased with the outcomes. Kind regards Tony

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Anthony Crockert helped you since your last review?

The recent reviews have been to ensure the plans we have in place remain on track and continue to meet our needs especially since I have now moved into flexible drawdown. We have also begun a debate on options to maintain the overall tax efficiency of our plans and looking at future opportunities regarding both income tax and the potential for limiting IHT liabilities as our circumstances may change over the next few years.

Anthony's reply

Dear James, thank you for your comprehensive summary and review which is very much appreciated. Kind regards Tony

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Norfolk

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

Required professional advice

How has Anthony Crockert helped you?

Provided professional advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The service provided was excellent

Anthony's reply

Dear Alastair and Mairi thankyou for providing your review on vouched for which is very much appreciated Kind regards Tony

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Anthony Crockert helped you since your last review?

Tony annually reviews my pension investment with me and has financially advised on changes of circumstances as they have occurred over the last 5 years.

Anthony's reply

Dear Jane thankyou for taking the time to provide your review recently which is much appreciated Kind regards Tony

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Norfolk

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

I wanted to review my financial situation with a view to retiring comfortably as soon as was practicable. Life for me had changed recently and even though I was knowledgeable about investments, it was time to speak to a professional. After researching the available options open to me Anthony Crocket was the one who stood out.

How has Anthony Crockert helped you?

Anthony and I discussed all of my finances in great depth, (leaving no stone unturned) and listened to my hopes and aspirations. He then forecast three different retirement age scenarios with projected income outcomes, which helped focus the possibilities open to me. We assessed my attitude to risk, then reinvest a pension fund and set up a portfolio platform for ongoing investment.

Have you seen the outcome you were hoping for?

It is early days as yet. With the current changing market, I am confident that we are achieving a solid result and are defiantly moving in the right direction to achieve my retirement.

What could they have done better?

Its hard to say without hindsight, at the moment there isn't anything I can think of.

Anthony's reply

Dear Lee, I enjoyed reviewing your situation and appreciate and value your in depth and thoughtful review which will undoubtedly benefit our business. with kind regards Anthony

Repeat review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Cambridgeshire

This review is a follow-up review from a client who left a review previously.

How has Anthony Crockert helped you since your last review?

By helping me map my finances and plan for an active retirement.

Anthony's reply

Thank you for taking the time to complete your review of our review which is much appreciated. Kind regards, Tony

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Anthony

I needed to find a new financial advisor, after much local searching I chose a local company who put Tony in contact with me. From our initial phone call, Tony I believe has fully understood what I am wanting to achieve. Not too much jargon and lots of understandable plain English; exactly what I wanted. I am looking forward to our first meeting and setting up my retirement planning for the future.

Anthony's reply

Thank you Neil for your review which is much appreciated . I look forward to meeting you in September to take this forward . Tony

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Norfolk

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

Equity Release

How has Anthony Crockert helped you?

Thorough Research of Options

Have you seen the outcome you were hoping for?

In Progress

What could they have done better?

Nothing of which I am aware

Anthony's reply

Dear Alastair, thank you for taking the time out to provide your review which is much appreciated and I look forward to reaching a satisfactory conclusion. Kind regards Tony

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Anthony

Anthony was unwilling to give me a percentage charge, normally between 1% to 3%, unless I firstly signed paperwork? A previous adviser had no trouble in giving me this information, and another subsequently was also more helpful and forthcoming. However, he did give an estimated hourly rate charge, which would have amounted to more than a 3% charge?! He also seemed disinterested because I only needed one off advice and not ongoing.

Anthony's reply

Thanks for your time. I'm afraid I don't think there is a good fit between your needs and our expertise. However there may be other firms who are well placed to help you and whose fee structure would be more appropriate.

First impression from a user who is not yet a client

May, 2023

Overall

Please provide a brief comment about your experience with Anthony

Very helpful advise and had time to talk to me

Anthony's reply

Thanks Gary. Much appreciated. as discussed you should hear from the adviser v soon. if not then recommend another call to them to follow up asap. Good luck and kind regards, Tony

First impression from a user who is not yet a client

February, 2023

Overall

Please provide a brief comment about your experience with Anthony

initial enquiry for advice.

Anthony's reply

Thank you Joy for taking the time to provide your 1st impression review which is v much appreciated, Kind regards Anthony

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Life Assurance

How has Anthony Crockert helped you?

Antony has advised us for many years during changing life circumstances. His advice has always been good and helpful.

Have you seen the outcome you were hoping for?

Yes, allowing for external changes.

Anthony's reply

Hi Karen thanks for taking the time to carry out the review of our annual review this year. This is vm appreciated as always. Kind regards. Tony

Repeat review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Dorset

This review is a follow-up review from a client who left a review previously.

How has Anthony Crockert helped you since your last review?

Although I have not had any requirement to make changes to my investment since the last review period I know that Anthony fully understands my goals and expectations and through many years of experience can continuously offer me the necessary transparent advise. During our most recent annual review meeting Anthony gave me adequate detail of the economic market over the review period and how the external circumstances impacted on my investment performance. He gave me future expected financial factors and how they would impact on the investment performance with a proactive and optimistic attitude. He also explained how my particular investment reacts to changes in the financial market. This was supported by performance charts and growth fund pie charts plus a summary of the market and economic review and outlook. Anthony ensures that my personal circumstance risk tolerances and requirements are annually reviewed and recorded. I know that Anthony will advise me accordingly if any changes will affect my investment. Also how my particular investment reacts to changes in the financial market. Anthony advised me on the opportunities for switching to alternative investment accounts and discussed the risk factors, disadvantages and advantages for my information and possible future consideration. In summary I am fully satisfied with the review and confident that I can contact Anthony at any time should I have any enquiries.

Anthony's reply

Michael thank you so much for this comprehensive review. It was a pleasure to see you the other day and to catch up. with kind regards Tony

Repeat review from verified client

January, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Anthony Crockert helped you since your last review?

Tony ha monitored our investments and provided comprehensive explanation and guidance relating to our personal circumstances. He clearly understands current and potential future trends and provides the information we need to make informed decisions. Tony is a valued and trusted adviser.

Anthony's reply

Dear Ian thank you for providing your comprehensive annual review summary. Kind regards Tony

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

This review is a follow-up review from a client who left a review previously.

How has Anthony Crockert helped you since your last review?

Anthony has continued to oversee my pension arrangements, and has ensured they cater for my needs.

Anthony's reply

Paul, thanks for taking the time to provide your annual review which is much appreciated. These are interesting times and I look forward to reviewing your pension arrangements in the years ahead. Tony

Repeat review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Warwickshire

This review is a follow-up review from a client who left a review previously.

How has Anthony Crockert helped you since your last review?

Review of a review via a telecom meeting with asset management company. Annual follow up of established investment portfolio arranged by Anthony Crockert. Satisfied my concerns in relation to present financial markets turmoil, explaining and reconfirming that the status of my portfolio was consistent with its designated risk exposure. I was very pleased and satisfied with with the service.

Anthony's reply

Dear Malcolm I enjoyed our review meeting. Thank you so much for leaving your review summary from yesterday. We covered a lot of detail and pleased that you found it informative and interesting. Kind regards, Tony

Repeat review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Anthony Crockert helped you since your last review?

He has updated us on the current financial climate and has given advice about making wills

Anthony's reply

Dear Alan, thank you for your review Tony

First impression from a user who is not yet a client

October, 2022

Overall

Please provide a brief comment about your experience with Anthony

Very knowledgeable and gave me some useful pointers in one conversation! Thanks so much

Anthony's reply

so quick! thank you Johhanne and I have followed up in the areas we spoke about. I have sent you a summary email. Tony

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Dumfriesshire

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

Starting my career and getting married meant I was looking to the future

How has Anthony Crockert helped you?

By helping me with investment planning and providing a fine-tune service for 44 years

Have you seen the outcome you were hoping for?

We have navigated many fluctuations over the years and always kept our nose ahead

What could they have done better?

To be honest, I really don't know how we might have done better without accepting more risk and being lucky. Perhaps I might have held on to a bit more of my tax free pension cash but it was a useful weapon in the armoury.

Repeat review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Anthony Crockert helped you since your last review?

Helped with consolidation of holdings and has advised on ethical investments.

Anthony's reply

Thankyou Ken for taking the time to make this review which is much appreciated and it was a pleasure to see both the other day and to catch up. Tony

Repeat review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Cambridgeshire

This review is a follow-up review from a client who left a review previously.

How has Anthony Crockert helped you since your last review?

Tony has provided comprehensive updates on investment progress, confirmed my goals for the future and reviewed my attitudes to financial risk going forward in retirement.

Anthony's reply

Thank you for taking the time to review our review Graham. That is really appreciated. Tony

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Norfolk

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

I needed a financial professional who was local to where I lived and was able manage my pension investments

How has Anthony Crockert helped you?

Anthony arranged investments for my future pension taking into account the level of risk I was prepared to take and the kind of investments I wanted to avoid.

Have you seen the outcome you were hoping for?

I have seen a steady growth in my investments which was higher than expected considering the challenges over the past couple of years.

What could they have done better?

Anthony covered all bases with accuracy and professionalism

Anthony's reply

thanks once again Richard, much appreciated

Repeat review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Wiltshire

This review is a follow-up review from a client who left a review previously.

How has Anthony Crockert helped you since your last review?

He has continued to keep me informed regularly and diligently in respects of my investments and savings and reviewed with me if they remain appropriate and/or any options that might warrant consideration in the light of my particular circumstances.

Anthony's reply

Thank you John for leaving your review. Hope all's well. KR Tony

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Anthony Crockert helped you since your last review?

Kept me informed and updated on events that could affect my investment.

Anthony's reply

Thank you Alan. Pleased you found our review helpful. Making good progress. It was good to see you as always. Take care, best wishes Tony

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Wiltshire

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

We have used Tony's services for almost 40 years and were impressed with his advice and knowledge.

How has Anthony Crockert helped you?

Tony helped with our first mortgage and then continued to help and support our pension and savings decisions.

Have you seen the outcome you were hoping for?

Overall we are satisfied with the situation we are in at this stage in our lives.

What could they have done better?

Nothing

Anthony's reply

Dear Louise, thank you for taking the time to leave your review which is highly valued and so much appreciated. Best wishes for 2022. Tony

Repeat review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Anthony Crockert helped you since your last review?

Monitoring my pensions and advising on future possibilities.

Anthony's reply

Thankyou for leaving your review. good to catch up, have a happy christmas Tony

Repeat review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Anthony Crockert helped you since your last review?

Continued to review my position and excellent at keeping me up to date

Anthony's reply

Dear Susan thank you for your review which is much appreciated. Merry Christmas Tony

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Norfolk

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

Advice regarding pension and investments on my forthcoming retirement.

How has Anthony Crockert helped you?

On his introduction he gave me information on his background and experience,reassurance of his fsca status and what that meant.He discussed what our potential needs where and possible expectations from investments To maximise potential from household income he explored current expenditure and recognised any shortfalls.Wills and funeral plans and inheritance issues where discussed.Attitudes to risks where identified for investments which we would be comfortable with meeting long and short term needs. He discussed options for investments which we found acceptable. He liaised with my company pension and private pension providers to maximise investment potential by amalgamating into one provider.He kept us informed of progress.

Have you seen the outcome you were hoping for?

Yes given the current financial climate.

What could they have done better?

Nothing.

Anthony's reply

Dear Alan, thank you for your review. thoughts feeling and desires are so important when it comes to long term planning whilst keeping shorter term needs to the fore. Would just like to say thank you for your support and confidence through out the process which as we discovered was far from straightforward ! we stuck to it and reached our destination. kind regards Tony

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Norfolk

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

Advice on my lump sum pension from NHS pension

How has Anthony Crockert helped you?

On introduction he gave me some background information and reassurance re FSCA standing Discussed potential needs for the future and expectations for investments Discussed current household expenditure and recommended review of this to ensure our expenditure was necessary Discussed wills and inheritance advice re forward planning He explored our attitude to risk to identify appropriate investment opportunities which we wold feel comfortable with whilst meeting both longer and short term need He discussed options for investment and ensured we were comfortable with these He kept us informed of progress.

Have you seen the outcome you were hoping for?

Yes given financial climate I am happy with investment performance

What could they have done better?

Nothing

Anthony's reply

Dear Theresa thank you for taking your time to provide your thorough review which is so important and really appreciated. Kind regards Tony

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Cambridgeshire

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

I have known Anthony for over 40 years as my financial advisor and he has always give sound advice.

How has Anthony Crockert helped you?

On this occasion Anthony advised on investment of substantial sums having reviewed thoroughly my plans for the future and attitude to risk at this time.

Have you seen the outcome you were hoping for?

Yes. Investment fund and its management underway.

What could they have done better?

No improvements as all advice considered thoroughly based on my personal circumstances.

Anthony's reply

Dear Graham, thank you for this review which really is appreciated. A pleasure advising, arranging and implementing on your behalf. I look forward to monitoring progress and subsequent reviews in the years ahead ! kind regards Tony

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

I needed pension advice and three separate pensions amalgamated into one.

How has Anthony Crockert helped you?

Anthony was able to amalgamate the pensions into one. He also was able to recommend a pension company, to put my funds into.

Have you seen the outcome you were hoping for?

Yes. Anthony had a great depth of knoledge, was reassuring, and took the stress and uncertainty away from this process for me. I was kept informed all the time, and every thing was explained clearly to me.

What could they have done better?

No, I can't think of anything Thhe could have done better.

Anthony's reply

Dear Mandy, delighted to advise you in this regard and thank you so much for your review which is much appreciated. I shall be keeping an eye on things and I look forward to our first annual review ! Kind regards Tony

Repeat review from verified client

October, 2021

Overall

Service

Value

Advice

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Anthony Crockert helped you since your last review?

Carried out a review of savings and advised on investments which should provide a better return in the medium term.

Anthony's reply

Thank you Sue for your review which is always appreciated. Kind regards, Tony

First impression from a user who is not yet a client

May, 2021

Overall

Please provide a brief comment about your experience with Anthony

It was just an initial call, but Anthony was very clear and explained things in a way that made it easy to understand

Anthony's reply

Thank you Mike for taking the time to provide your first impression review which is very much appreciated. I am pleased that you found the content of what I said, clear and easy to understand. I hope that we can speak again in the not too distant future ! With kind regards Tony

Repeat review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Anthony Crockert helped you since your last review?

Anthony reports on my investments with clear and understandable data which reflects my attitude to risk and the relationship it has to the economy and markets. I am confident that my investments will continue to perform well. Thank you Tony Values.

Anthony's reply

Dear Richard, it is always a pleasure to speak and thank you for taking the time to provide this annual feed back of our review the other day. Kind regards Tony

Repeat review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Anthony Crockert helped you since your last review?

I had my annual review of my portfolio with Tony Crockert yesterday. He gave a concise presentation on the current world financial market . He discussed my investments and attitude to risk, always assessing my comprehension at each relevant stage. He is professional, approachable, responsive and impartial.

Anthony's reply

Dear Edwina, thank you so much for taking the time to provide your annual review feedback which is much appreciated and I look forward to many more ! As discussed yours being my 50th review marks my first half-century of reviews!

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with Anthony

Anthony patiently explained the various options and although I had many questions, never gave even a hint of needing to get on to other matters! The situation I find myself facing is in flux, but if and or when I need further financial advice, I will certainly turn to Anthony.

Anthony's reply

Thank you John for taking the time to do this which is appreciated. The subject of our discussions and your enquiry was 'Care fees planning advice' . Kind regards. Tony

Repeat review from verified client

February, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Anthony Crockert helped you since your last review?

He continues to monitor our position and gives regular updates

Anthony's reply

thank you Ian

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Norfolk

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

Was not sure how to invest for retirement

How has Anthony Crockert helped you?

Suggested various options I could adopt and how they worked

Have you seen the outcome you were hoping for?

At the moment everything is doing fine.

What could they have done better?

I don't think it could be any better.

Anthony's reply

Hi Alan, Thank you for leaving your review I am pleased you found this morning's review interesting. It was good to catch up and see you on zoom. Always a pleasure to speak with you. Stay safe. kind regards Tony

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Norfolk

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

I was leaving my employer and wanted to review my pension and saving options.

How has Anthony Crockert helped you?

Advised as to my options. Arranged to transfer my pensions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Cannot think of anything.

Anthony's reply

Thanks Les.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Norfolk

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

Planning for retirement and review of savings

How has Anthony Crockert helped you?

He arranged a small additional drawdown pension plan for my husband and advised on transferring my pension funds into a drawdown pension. He also arranged stocks and shares ISA.

Have you seen the outcome you were hoping for?

Yes, bubbling nicely in trying circumstances.

Anthony's reply

Dear Ken and Sue, Thank you very much for your review which is much appreciated. stay safe. Kind regards, Tony

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Receipt of pension lump sum for long term investment

How has Anthony Crockert helped you?

Reviewvof current status ,personal and financial, review of short and longer term personal plans and desires, assessment of my level of acceptable financial risk and identification of appropriate investment vehicles.

Have you seen the outcome you were hoping for?

Yes. Invested lump sum for medium and long term growth.

What could they have done better?

Just keep up the good work in your comprehensive and understandable fashion.

Anthony's reply

thank you Graham for taking the time to make this review and your kind words which are much appreciated

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Norfolk

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

This was my first annual review of my pension fund.

How has Anthony Crockert helped you?

Tony was very helpful and clear in his review and assessment.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. He is very knowledgeable and competent and was able and ready to answer any financial questions clearly.

Anthony's reply

thank you Martin for your comments which are so much appreciated and I am pleased you found this review (your first) helpful. stay safe. Kind regards, Tony

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Warwickshire

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

Review of a review. Follow up of investment already established.

How has Anthony Crockert helped you?

Organised and conducted a meeting to review my investment, and liaised with asset management company. I also participated in this meeting.

Have you seen the outcome you were hoping for?

In view of the volatile circumstances to date in 2020 I’m very satisfied, and look forward to continued progress.

What could they have done better?

Nothing. Very thorough and comprehensive service.

Anthony's reply

Pleased you found this year's review useful again. Thank you for your review which is much appreciated, stay safe. Tony

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Norfolk

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

Inheritance.

How has Anthony Crockert helped you?

Always available to contact with any queries. Skype calls have been a good way of having meetings, due to lockdown conditions. We have been able to have our annual review of our investments. We have been kept updated with the financial markets.

Have you seen the outcome you were hoping for?

This is a very sad and difficult time for the world. Causing very challenging times, including financial. We feel Tony has kept us informed throughout the year and done the very best he can for us.

What could they have done better?

Tony is conscientious with his work. Very approachable. We feel confident that he has done the best he can to advise us.

Anthony's reply

Dear Tim and Vicky thank you so much for your review. it is a joy to speak and keep in regular touch with you both. best wishes Tony

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Dumfriesshire

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

Getting first job and getting married in the same year encouraged me to consider life insurance and pension plannng

How has Anthony Crockert helped you?

He helped me to decide how much I should save/invest etc. with a view to securing the present and the future.

Have you seen the outcome you were hoping for?

The fact that our professional relationship is going strong after 42 years speaks volumes for the performance of his recommendations

What could they have done better?

Difficult to assess as I have always acted on the cautious side and he has never encouraged me to be more aggressive. I've seen growth in the upswings and very small losses if any in the downswings; we've played a long game.

Anthony's reply

thank you Rob for your review. your thoughts are so apposite and the longer term game is the best !

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Long term financial planning

How has Anthony Crockert helped you?

Over some 25 - 30 years Tony has helped review my financial situation and advised on ways to re-focus as the markets and my circumstances changed

Have you seen the outcome you were hoping for?

Yes. Because of the approach taken by Tony Crockert which is one of regular reviews and ongoing 'conversation', what might be seen as 'continuous improvement' is built in to the process of financial advice and management.

What could they have done better?

I'm not aware of any ways Tony or others might do better.

Anthony's reply

That's a very nice summary and thank you for taking your time to do this which is so appreciated from a long standing client of mine. stay safe. Tony

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Dorset

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

I had a savings portfolio with a company and at my retirement phase in 2017 I was introduced to Anthony Crockert who offered to re-invest the sum in a Retirement Account to suite my personal requirements.

How has Anthony Crockert helped you?

Anthony Crockert has invested my savings in a well managed and monitored Retirement Account fund with a proven historical record that is totally suitable for my requirements. He has continuously ensured that my personal Risk Assessment is fully up to date to meet the economic status. He has spent considerable time explaining how the fund is managed especially through difficult economic times and also the possible impact on the world economic status and expatiations throughout phases of COVID-1, American Elections and Brexit. I was very impressed with this level of detail that was explained in a very clear and interesting way. This gave me great confidence in how the fund be managed during these changes.

Have you seen the outcome you were hoping for?

Due to unprecedented times COVID-19 has impacted on the fund at these early stages, however, Anthony Crockert has spent considerable time demonstrating how well the fund has been managed to reduce the impact and how the fund will recover and in the long term. I am totally satisfied that he has advised me that my risk assessment and any possible fund adjustment options have been fully explained.

What could they have done better?

Anthony Crockert has been absolutely helpful from the introductory phase until present and could not have done any more for me. He has ticked all the boxes by finding a fund to totally meet my personal requirements. He has always ensured that my personal risk assessment and fund meets the changing times and has gone out his way to assist me and provide confidence.

Anthony's reply

Dear Michael, thank you for this very detailed and comprehensive review which is much appreciated. I am pleased that you found our review this year to be clear and of such interest and value to you. with kind regards Tony

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Middlesex

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

For investment and pension planning advice

How has Anthony Crockert helped you?

He suggested a suitable portfolio of investments for our needs and advised on and implemented our personal pensions

Have you seen the outcome you were hoping for?

Yes, having made allowances for the stock market falls during 2020

What could they have done better?

Can't think of anything that was within his power

Anthony's reply

Thank you Bill and Linda for your review and those kind words and always a pleasure to speak to you both. Look forward to speaking again shortly.

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?

To review existing pensions and savings investments.

How has Anthony Crockert helped you?

He provided a full review of my investments and discussed the way forward.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I found his advice most helpful and I can’t think of anything that could be improved.

Anthony's reply

It is always a pleasure and thank you for providing your review. Merry Christmas. Tony

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Warwickshire

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

The subject of this review relates to a review of my already established bespoke investment.

How has Anthony Crockert helped you?

Organised and conducted a personal review of my bespoke investment with the asset management company, together with my involvement.

Have you seen the outcome you were hoping for?

Yes. Very satisfied hearing personally the status and anticipated progress of my investment.

What could they have done better?

Perfectly satisfied.

Anthony's reply

Thank you Malcolm. it is always a pleasure to review with you in a timely manner and without fuss. It was especially interesting to hear the views of the managers on the current macroeconomic picture. Interesting times !

First impression from a user who is not yet a client

December, 2019

Overall

Please provide a brief comment about your experience with Anthony

He was willing to take time to explain things and answer my questions

Anthony's reply

Dear Clive, Thank you for taking the time and trouble to provide your first impression review which is much appreciated. Kind regards Anthony.

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?

Tony has been my financial adviser for many years and has helped with savings and pension advice over many years. More latterly I needed substantial help in addressing various pension rights I had acquired.

How has Anthony Crockert helped you?

Tony carefully assessed our needs for my retirement and further advised on an investment plan that matched our attitude to risk and reflects our plans and hopes for a long term retirement. Tony has continued to provide a detailed and effective support to me and continues to ensure that information provided to us is accurate and assessed against current regulations.

Have you seen the outcome you were hoping for?

In terms of investment returns it is fair to say that we have to date achieved the level of returns commensurate with our risk appetite.

What could they have done better?

It is difficult to see what else could be done better that are within the control and a bit of the role as financial adviser. Reviews have been timely, updates have been received and are always useful in providing us with background information that is needed.

Anthony's reply

Dear Ian thank you for taking your time to provide this review and I look forward to taking your planning onto the next stage. with kind regards Tony

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Norfolk

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

I wanted advice on transferring my pension out.

How has Anthony Crockert helped you?

He provided the necessary advice and subsequently handled everything for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I genuinely cannot think of anything at this stage.

Anthony's reply

Dear Jane, thank you for making time to do this review which is so much appreciated. It was good to see you again the other day for our review. I am pleased you found it useful. With all good wishes for Christmas and the new year. From Tony.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Norfolk

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

I wished to consolidate various personal pension schemes combining both money purchase and defined benefit schemes into a simpler and more straightforward arrangement.

How has Anthony Crockert helped you?

He spent a lot of time getting to understand my financial position, requirements and also me as a person before outlining any options. When necessary I was reassured that he involved other specialists in the discussion /decision to review the options, proposals and also to some extent challenge my understanding of the risks and to make sure I was comfortable with the proposed outcome.

Have you seen the outcome you were hoping for?

Yes, I now have a simpler, straightforward and easy to understand pension set up and confidence that should anything happen to me my spouse will be supported and guided appropriately.

What could they have done better?

So far, I have no significant issues. I was however surprised at the limited amount of the administration that could be executed digitally and the amount of paper based material that was still required to be completed, but this appears to be a broader financial services product provider issue rather than something that my financial adviser could address.

Anthony's reply

Dear James thank you so much for taking this time to provide this review which is very much appreciated. it was good to see you both again on Friday kind regards Tony

First impression from a user who is not yet a client

November, 2019

Overall

Please provide a brief comment about your experience with Anthony

Having never needed the services of a financial adviser before, I went online and found a local adviser registered with the FSA. Tony made contact with me when he said he would, was patient and thorough and very clear about the charges and the advice. I was not aware of the charges beforehand, but neither was I aware of how much work went into preparing and collating the information and presenting it to Pensionhelp. I am very grateful for Tony's very considerable help and would not think twice before recommending him to anyone.

Anthony's reply

Dear Martin I look forward to seeing this through to a satisfactory conclusion. It has been a pleasure working with you and I look forward to our ongoing relationship. Thank you for taking the time out to give your first impression review. Kind regards Anthony

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in Norfolk

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

I wanted a reputable and local adviser

How has Anthony Crockert helped you?

Changing my pension to hopefully maximise retirement benefits

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He did very well and I don’t know what he could have improved on.

Anthony's reply

Thank you Richard for taking your time out to provide this review which is much appreciated.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Norfolk

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

On reaching retirement I needed advice on how best to ensure my funds were sufficient for my needs.

How has Anthony Crockert helped you?

He sorted out several pensions from different employers and advised on their investment.

Have you seen the outcome you were hoping for?

It is too soon to tell but I feel very confident, with Tony overseeing it all.

What could they have done better?

Nothing

Anthony's reply

Dear Alan, v pleased to have been of assistance. This was enjoyable work. There were a number of varying options requiring research, analysis, advice and appropriate implementation(s). I look forward to reviewing your investments in the future. Thank you for taking the time to leave your review which is much appreciated. Kind regards, Tony

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Norfolk

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

My pension fund had matured and I was looking to reinvest in the medium-long term.

How has Anthony Crockert helped you?

I have been a client with Anthony for over 30 years. The consultation was thorough, professional and constructive and by carefully reviewing my portfolio and discussing long term considerations, he enabled me to make an informed decision.

Have you seen the outcome you were hoping for?

Not yet known, this will depend upon how markets develop.

What could they have done better?

n/a

Anthony's reply

Dear Edwina, this was interesting work. Thank you so much for taking the time to leave your review which is very much appreciated. Best wishes Tony

Review from verified client

December, 2018

Overall

Service

Advice

Value

Based in Norfolk

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

A wish to review my pensions provision.

How has Anthony Crockert helped you?

Arranged for a review of options and made recommendations. Then made the necessary arrangements to set up my new pension provisions

Have you seen the outcome you were hoping for?

yES

Anthony's reply

Dear Les, thank you for taking the time to provide your review, kind regards, Tony

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Norfolk

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

We inherited some money.

How has Anthony Crockert helped you?

We have not been in a position to invest before and needed some advise. Anthony gave us helpful advise. He was also very patient. He seems very enthusiastic about his work. We feel we can trust him to do the best for us. We know we can contact him at any time for advise or an explanation.

Have you seen the outcome you were hoping for?

This is the first year of investing so it is early days. We are hopeful investments will improve in time.

What could they have done better?

Anthony is quite local which is helpful when we arrange meetings.

Anthony's reply

Dear Vicky, thank you for taking the time for giving this review and those comments which are much appreciated. Always here to help ! Happy Christmas from Tony

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

I have taken early retirement and needed pension p,anting advice.

How has Anthony Crockert helped you?

Tony looked into all options and provided excellent advice and assistance to maximise potential income.

Have you seen the outcome you were hoping for?

I am happy that I now have a modern product that will meet my future needs.

What could they have done better?

I don’t think Tony could have done more, all very detailed and well explained.

Anthony's reply

Dear Karen , v pleased to have helped again and thanks for leaving this review which is much appreciated. regards Tony

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Norfolk

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

As I approached 55 years old and was able to take advantage of Pension Transfers

How has Anthony Crockert helped you?

He patiently explained the advantages and disadvantages in relation to my financial needs, both now and in the future.

Have you seen the outcome you were hoping for?

So far, yes.

What could they have done better?

Nothing springs to mind at present

Anthony's reply

Dear Jane, thank you for taking the time to do this review which is much appreciated, kind regards Tony

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Norfolk

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

Impending retirement and the lack of advice from the people who were overseeing our employer's pension scheme.

How has Anthony Crockert helped you?

By explaining the options and suggesting suitable schemes.

Have you seen the outcome you were hoping for?

We hope so but it is early days.

Anthony's reply

Dear Sue, thank you for taking the time to leave this review which is much appreciated. Tony

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in West Sussex

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

It was necessary because the takeover of Friends Life by Aviva made it very difficult to secure a draw down pension owing to the smaller sums involved and I had previous dealings with the financial advisor.

How has Anthony Crockert helped you?

After assessing the situation the advisor managed to find a company that would combine the two small pensions into one. The advisor suggested a method that would provide a lump sum and investment that would provide a draw down pension at a more appropriate time in the future.

Have you seen the outcome you were hoping for?

I am reasonably happy with the recommendation and under the circumstances I appear to achieved the most reasonable option available to me. I don't think I could have achieved the same result without help.

What could they have done better?

When originally purchasing certain products it would be nice if the final result matched the original expectations.

Anthony's reply

Hi Gwen Thank you for your review. I am glad I was able to help. It took some time getting to the result, however I am pleased we have achieved the outcome we were looking for. Kind regards Tony

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Dorset

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

At the age of 66 and still in full time employment I required financial advice of occupational pensions schemes throughout my employments. This advice was outstanding as I was seeking a financial advisor that I was comfortable with.

How has Anthony Crockert helped you?

Anthony clearly stated how he could assist me with my current and future needs and what information was required to enable him to review the information presented to him. Everything was backed up with comprehensive documentation that was easy to understand. This included the financial advise rates that would apply for all options. Anthony was always available if I wished to seek clarification. Having reviewed my pension schemes and an opted out scheme he was able to identify a long term portfolio that would increase my income. This was clearly evidenced and explained which gave me confidence in the scheme. At a one to one meeting he provided a folder containing details if the scheme and managed associated scheme transfer. Anthony provided updates throughout the process.

Have you seen the outcome you were hoping for?

It is too soon to identify any benefits but I am comfortable and assured that Anthony is providing continuous support. The long term scheme presented to me completely suited to my needs. Anthony also provided me confidence that other existing schemes I have in place would provide a comfortable retirement.

What could they have done better?

Having lost a very good financial advisor 10 years ago due to retirement I was very hesitant in seeking an alternative. A close work college who has know Anthony both privately and professionally made the recommendation which provided me with confidence and I have been delighted with the results.

Anthony's reply

Dear Michael, thank you for your review which is much appreciated and those kind words and thorough summary If any of your colleagues should need advice then perhaps you could bear me in mind. Kind regards Tony

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

Wanted to look at pension options.

How has Anthony Crockert helped you?

Excellent advice and explaining the various options and what they meant. Very thorough and trustworthy.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

A bit quicker - but I realise he was reliant on the whole process

Anthony's reply

Dear Susan thank you so much for your review. I am pleased that we reached the goal Kind regards Tony

Review from verified client

September, 2017

Overall

Service

Advice

Value

Based in Oxfordshire

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

I have worked for a number of employers over the last 46 years and on retirement I had a whole range of options available to me. As expected these were complicated and it was important that I had the right advice and support to streamline these and deal with them to my best advantage for now and the future.

How has Anthony Crockert helped you?

Tony has taken a great deal of time and effort to understand the technical options under the various pension arrangements that I had and enabled me to establish the best income stream I can get within the limitations available and to safeguard my wife and family's future security.

Have you seen the outcome you were hoping for?

Tony has briefed me regularly on developments and the options I had available to me. I am very pleased with the new Prudential Pension arrangement and the work on the new annuity payments that we have managed to arrange. Because of the highly complicated and technical nature of the plans I had I am confident that I would not have achieved the outcomes I have if I had not had proper advice.

What could they have done better?

I cannot really see what else could have been done. All details were checked with technical experts where necessary and as a result I have had several calculations rechecked by Pension Providers. The communications with me have been clear and regular keeping me informed of delays and any particular issues as they arose.

Anthony's reply

Thank you Ian. Delighted to have helped achieve the outcomes you were looking for. I look forward to continuing to work with you in the years to come.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Hertfordshire

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

I had two long standing private pensions arranged by Tony in the early 1980's. I needed advice on how to redeem them on retirement. The government require us to take independent financial advice before redeeming our pensions, to ensure we do not make any expensive mistakes, we can not undo at a later date.

How has Anthony Crockert helped you?

Tony researched the best course of action for me, and advised me what to do with each of my pensions. I could not have conducted the in depth research myself with regard as to where to safely allocate my funds.

Have you seen the outcome you were hoping for?

I am very pleased with the outcome. The advice I received from Tony made sence, and was tailored to my circumstances.

What could they have done better?

Tony and I thoroughly discussed what my requirements were, he recommended I retained the two sets of pension funds, one as annuity and one as drawdown, and researched the best pension companies to hold my funds, to draw in retirement.

Anthony's reply

Thank you Paul for your succinct and accurate review. It was a pleasure seeing you again and making these new arrangements and look forward to speaking again shortly. Kind regards Tony

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

Financial care plan for relative in a nursing home.

How has Anthony Crockert helped you?

He got quotes. Met with us on several occasions and informed I'd of our different lotions.

Have you seen the outcome you were hoping for?

Yes.

Anthony's reply

Dear Eve, it was a pleasure advising you and seeing this through to completion kind regards Tony

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Warwickshire

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

Set-up an investment portfolio outside the formal pension regime, including the need to consolidate various existing portfolios.

How has Anthony Crockert helped you?

He introduced me to a well established and reputed company managing personal investment portfolios.

Have you seen the outcome you were hoping for?

Yes indeed, after nearly four years though particularly difficult and volatile times my portfolio is performing very satisfactorily.

What could they have done better?

Nothing - given the level of satisfaction from the service, in particular Tony's thorough and cautious approach to the decision making process as if it was his own investment.

Anthony's reply

Thank you Malcolm for taking the time to provide your review of my recent advice and services as well as work carried out some time ago now! it is always a pleasure to consider our next steps and discuss advantages and disadvantages with you.

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Warwickshire

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

A need to plan for the future bearing in mind my changing circumstances as I have grown older.

How has Anthony Crockert helped you?

Sensible relevant advice.

Have you seen the outcome you were hoping for?

Yes, which has had to adapt over time.

What could they have done better?

Tony has been reliable and thorough, taking time to explain things when appropriate. I can't think of anything specific to improve the service.

Anthony's reply

Thank you Richard for the taking the time to provide this review. much appreciated and look forward to speaking again soon

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Somerset

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

I needed advice on pensions etc.

How has Anthony Crockert helped you?

Suggested starting my own pension and other investments.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing else really as the advice has been good.

Anthony's reply

thank you for taking the time to provide your review which is v m appreciated Clive and look forward to speaking again shortly

Review from verified client

February, 2017

Overall

Service

Value

Advice

Based in Oxfordshire

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

I first dealt with Tony when I was newly married and looking for income and whole life protection.

How has Anthony Crockert helped you?

Tony carefully explained the reasons for and the potential benefits of the products being looked at and had continued to be supportive through the whole of my married life at key stages of my life.

Have you seen the outcome you were hoping for?

I am happy with the outcomes achieved resulting from the advice that I was given. Legislative rules and regulations have changed dramatically over the years and Tony has maintained advice and guidance through those changes. I am currently agreeing a meeting to discuss my forthcoming retirement and will be seeking further advice on pension arrangements and annuities.

What could they have done better?

Tony has never been an intrusive adviser but has always been available when I needed advice over the years. I am not sure I can give any advice on things he could have done better given the various circumstances we have dealt with over the years.

Anthony's reply

Thank you Ian. Thank you for your review and those kind words, v much appreciated. I look forward to speaking to you and Karen again shortly.

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Surrey

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

Trust and impartial advice.

How has Anthony Crockert helped you?

he listened to me and my needs then laid out my options in a clear understandable amnner.

Have you seen the outcome you were hoping for?

Yes.

Anthony's reply

thank you Gio. always a pleasure and look forward to advising you again

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

Seeking mortgage.

How has Anthony Crockert helped you?

We were struggling to find an appropriate product but Tony Tony Identified the key options, explaining the differentials and the advantages and disadvantages. I was very impressed by his attention to detail and his knowledge of the regulatory issues.

Have you seen the outcome you were hoping for?

The product proved a flexible and supportive one.

What could they have done better?

No. One of his key points though is that nothing is certain in the world of mortgages and investments. His assessment of volatility in the 1990s and the investment issues in the early 21st Century proved correct.

Anthony's reply

thank you. volatility is ever present !

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

Mini-ISA.

How has Anthony Crockert helped you?

Assessed investment.

Have you seen the outcome you were hoping for?

Readjustment of investment which is now delivering an improved return.

What could they have done better?

No

Anthony's reply

thanks for that. much appreciated.

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Norfolk

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

I had qualified as a Nurse and was looking for a savings plan.

How has Anthony Crockert helped you?

Tony took the time to listen and to understand my requirements, he discussed options short/long range, the pros &cons, this information was supported with update literature to read, I was then able to make an informed choice.

Have you seen the outcome you were hoping for?

yes, my initial savings started 37 years ago.

What could they have done better?

I don't think anymore. It has been important to have the same financial advisor over the years, continuity works best.

Anthony's reply

Thank you. Long term relationships are valued and I see this as fundamental to the financial planning process. I will continually strive to seek positive outcomes to help clients achieve their lifestyle goals.

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Outside UK

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

Looking for a retirement plan.

How has Anthony Crockert helped you?

Listening carefully, explaining the different options to choose from.

Have you seen the outcome you were hoping for?

The recommended products were well suited to our needs.

What could they have done better?

I cannot think of any constructive suggestions but we appreciated regular follow up

Anthony's reply

Andree, thank you for taking the time to give your review. It is much appreciated.Tony

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Warwickshire

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

To ensure that we will be financially secure in retirement.

How has Anthony Crockert helped you?

After considering various options we set up a SSAS.

Have you seen the outcome you were hoping for?

Yes our SSAS funds are increasing in value.

What could they have done better?

Not much as all the various options were discussed fully with us

Anthony's reply

Thank you Charles for your kind review. I look forward to advising you and Lesley in due course.

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Over the course of 20+ years I have contacted Tony over a range of issues including Mortgage interest fixing, life insurance, savings and investments, household outgoings review and future planning.

How has Anthony Crockert helped you?

Tony has helped me select an appropriate mortgage rate fix option, reviewed my investment portfolio with regard to my personal circumstances and made suggestions of areas where I could save money with regard to household outgoings.

Have you seen the outcome you were hoping for?

My household saved significant sums on mortgage payments and household insurance and made changes that have benefited our long term financial security.

What could they have done better?

There has been quite a lot of hard copy paperwork involved. On balance though, a lot of this is necessary to ensure clarity.

Anthony's reply

Hi Amaryllis, thank you so much for your kind review and pleased that my advice has been helpful with best wishes and get well soon Tony

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Wiltshire

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

First contact was over 40 years ago in connection with mortgage advise, asurance and pensions. Developed into continuing advise in relation to same together with advise over many years in relation to PHI and investments/ savings.

How has Anthony Crockert helped you?

He has always provided very great time and thought into the areas we have consulted him on and the resulting considered advise he then provided.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

We have been entirely satisfied with all aspects of Tony's performance during all the years he has been advising us; so no areas come to mind where we could suggest something might have been done better.

Anthony's reply

Dear John, thank you for your very comprehensive review on Vouchedfor and I look forward to continuing to advise you and Louise and your family in the short medium and longer term, with kind regards, Tony

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Moving house.

How has Anthony Crockert helped you?

Arranged everything to do with moving house.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Anthony's reply

Hi Terry, thanks v m for taking the time to write your review on Vouchedfor. always a pleasure to hear from you, get well soon, regards Tony

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Outside UK

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

I required long term financial expertise to maximize my investments and pensions to build a secure financial future at retirement.

How has Anthony Crockert helped you?

By providing sound investment advice based on my needs and level of risk.

Have you seen the outcome you were hoping for?

Overall I have achieved the outcomes I desired. I am satisfied with my investment advice and pension arrangements.

What could they have done better?

Nothing

Anthony's reply

Thank you Nic for taking the time to carryout a review of my services over I think 25 plus years ! I am pleased to hear that you are satisfied. Kind regards , Tony

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Middlesex

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

I got my first job and got married in the same year; it seemed responsible to start doing some financial planning.

How has Anthony Crockert helped you?

He basically showed me how easy it was to take care of what I thought was important. I found his down-to-earth approach very reassuring and his analysis was easy to follow.

Have you seen the outcome you were hoping for?

I am now on the cusp of retirement and his advice has helped me to secure a comfortable future.

What could they have done better?

My objectives have been met and my expectations satisfied. I cannot ask any more than that.

Anthony's reply

Dear Robert Thank you for taking the time to give your review which is much appreciated. I look forward to assisting you further. With best wishes Tony