Anthony Shultz
Regency Wealth Management
Anthony's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 5 )
Pensions ( 44 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 62 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 14 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 12 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 12 )
£100k - £200k ( 6 )
Up to £50k ( 8 )
£50k - 100k ( 5 )
Repeat review
by a verified client in South Yorkshire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Anthony Shultz helped you since your last review?
Anthony continues to give me excellent advice with regard to my investments. He provides regular updates and advises of any changes. I know that I can contact him at any time if I have a query and he will give me sound, honest advice.
Repeat review
by a verified client in Lincolnshire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Anthony Shultz helped you since your last review?
Regular telephone contact
Repeat review
by a verified client in West Yorkshire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Anthony Shultz helped you since your last review?
He makes sure that everything is on track so i,m not loosing money in fact I have made some . There isn't any pressure to make any decisions.
Repeat review
by a verified client in North Yorkshire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Anthony Shultz helped you since your last review?
4 months
Repeat review
by a verified client in South Yorkshire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Anthony Shultz helped you since your last review?
Anthony has kept in contact with me via phone & e-mail. I know if I need to I can contact him to discuss any issues I may have.