Tony's reviews
Reviewed for
Pensions ( 8 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 5 )
Pension Transfers - Specialist ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 2 )
£50k - 100k ( 3 )
Review
by a verified client in Kent
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to explore the facets of a personal, managed Pension Pot with draw down, verses simply buying an annuity. Also, I wanted to l start an ongoing investment plan for any spare monthly income, so that it didn't simply disappear as incidental expenditure
How has Tony Whelan helped you?
Tony, clearly outlined the benefits drawdown vs annuities specific to my circumstances. Tony helped me setup the ongoing investment plan, again specific to my needs
Have you seen the outcome you were hoping for?
YES!!
What could they have done better?
From my perspective, Tony has delivered over and above my expectations. In addition, his personal touch is very much appreciated and gives me every confidence in the guidance and advice that he offers.
First impression
by a VouchedFor user
6 years ago
Overall
Please provide a brief comment about your experience with Tony
Very professional and knowledgeable
Review
by a verified client in Essex
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Was looking to invest some savings.
How has Tony Whelan helped you?
Having never invested before he gave me some honest advice and answered all my questions.
Have you seen the outcome you were hoping for?
So far so good but early days.
Review
by a verified client in London
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Assistance with life planning, setting goals to enable adequate saving levels for retirement,.
How has Tony Whelan helped you?
By explaining the options for managing a pension, explaining the risk factors & clarifying my attitude to risk.
Have you seen the outcome you were hoping for?
I am in the process of maintaining my investment portfolio with more security and confidence about its performance into the future.
Review
by a verified client in Middlesex
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a dormant company pension, was unmanaged and therefore not delivering adequate value, hence needed reviewing.
How has Tony Whelan helped you?
Tony explained the pros and cons of leaving my fund where it was and the potential benefits of moving it to True Potential.
Have you seen the outcome you were hoping for?
Not yet, it's early days.