Anthony's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 3 )
Pensions ( 45 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 29 )
Auto Enrolment ( 2 )
Investments and Savings ( 51 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 26 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 34 )
Financial Mentoring ( 11 )
Financial Coaching ( 7 )
( 3 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 11 )
£100k - £200k ( 5 )
Up to £50k ( 1 )
( 1 )
£50k - 100k ( 7 )
Review
by a verified client in Warwickshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking ahead to retirement and making sure that our financial plan was sound. Anthony was excellent in advising and helping us make sure that we are set for the future.
How has Anthony Ward helped you?
Anthony helped us with our pension planning and savings planning for the future. He also stress tested our future earnings after a retirement which allowed us to make adjustments where require required.
Have you seen the outcome you were hoping for?
We are still a few years away from retirement however we have been extremely satisfied with the service that we have been provided by Anthony
What could they have done better?
I don’t think they could have done much better than they already have, and we have been extremely satisfied with the service
Review
by a verified client in Warwickshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Redundancy
How has Anthony Ward helped you?
Anthony had been incredibly helpful to my wife and I in terms of financial planning as a result of redundancy.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Anthony:
Thank you, firstly for taking your time to provide a review of my services and i look forward to working with you and Jane in the future. Merry Christmas to you allReview
by a verified client in West Midlands
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Heading towards retirement and wanted to discuss my options
How has Anthony Ward helped you?
Explained drawdown vs anuities and the best vehicle for me with my financial goal
Have you seen the outcome you were hoping for?
It's ongoing
What could they have done better?
I could have won the lottery! Everything Anthony has done has been tailored to my circumstances
Review
by a verified client in Worcestershire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
General advice on my pensions and cash reserves to keep me assured that my lifestyle is affordable and can be maintained
How has Anthony Ward helped you?
Provides me with regular updates and opinions meaning I feel well informed and I understand what is happening in the world of finance which in such uncertain times is very reassuring
Have you seen the outcome you were hoping for?
Absolutely and this has been the case for many years now. Anthony has guided me through many uncertain times and always feel he is there and available - always makes time
What could they have done better?
Nothing
Review
by a verified client in West Midlands
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions transfer and investment for the future with pension planning. Support in transfering a pension from a very substandard advisor; which then moved to investments.
How has Anthony Ward helped you?
Yes supported with pension transfer, simplifying the complex siuation from several pensions which were performed badly. Then investment advice, then future planning and inheritance.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really