Anthony's reviews
Reviewed for
Insurance and Protection ( 15 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 3 )
Auto Enrolment ( 1 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 3 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 11 )
Financial Mentoring ( 5 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 1 )
£50k - 100k ( 3 )
Up to £50k ( 9 )
Review
by a verified client in Lanarkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I knew that i needed to get a pension in place for my future
How has Anthony Blake helped you?
Anthony got to know me and my lifestyle and from tat was able to recommend and set up a pension plan for me that i could pay from my limited company
Have you seen the outcome you were hoping for?
Yes I have - I have a pension for the first time and i am saving towards my future
What could they have done better?
nothing the service was great
Review
by a verified client in Lanarkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to get a tax efficient plan in place for my future.
How has Anthony Blake helped you?
Anthony has been fantastic - He has went through all of my personal income and has made a plan that we will touch on going forward, He has put my mind at ease and I have a clear plan going forward. He went over and above with a personal touch to really understand my wants and needs.
Have you seen the outcome you were hoping for?
Yes - I have a clear plan and I know what is happening with my investments
What could they have done better?
nothing it was a 5 star service start to finish
Repeat review
by a verified client in Lanarkshire
8 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Anthony Blake helped you since your last review?
Helped review how my pension is performing and for me to think about the amount I pay in. Also helped me think about reviewing my protection considering a recent mortgage change.
Repeat review
by a verified client in Lanarkshire
9 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Anthony Blake helped you since your last review?
Anthony supported me in the transfer of various pensions to give me the best outcome and simplify the spread of them. His advice was balanced and based on reason
Review
by a verified client in Lanarkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed an overall financial healthcheck
How has Anthony Blake helped you?
Anthony has helped me by examining all financial areas and exploring different options
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Anthony:
Thanks for taking time to leave me a review. Really appreciate it. Looking forward to working with you for many years to come!