Tony's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 9 )
Pensions ( 90 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 35 )
Auto Enrolment ( 2 )
Investments and Savings ( 43 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 37 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 38 )
Financial Planning ( 23 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 34 )
£200k - £500k ( 4 )
£100k - £200k ( 4 )
( 1 )
£50k - 100k ( 5 )
Up to £50k ( 10 )
Review
by a verified client in Oxfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Managing pension transfers as a result of divorce
How has Tony Woodward helped you?
Advised on and facilitated pension amalgamation and transfer to achieve best value for money plus ongoing financial planning and management of IHT planning.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Buckinghamshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on both life and critical premiums. Long term planning
How has Tony Woodward helped you?
A good rounded knowledge of both the insurance requiments I needed combined with a grasp of Personnal and company requirements.
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
By issuing the policy fee of charge.
Tony:
Thank Jim for taking the time to provide such detailed feedback. Your insights are incredibly valuable to me. I noticed your mention of possibly needing financial advice for family members in the future. I want to assure you that I'm always happy to extend my services to help your loved ones with their financial planning needs. This same offer applies to anyone else in your network who might benefit from financial guidance. Please don't hesitate to reach out whenever the need arises. Warm regards, TonyFirst impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Tony
Provided very clear and helpful brief advice, despite it being obvious within the first few minutes that I wasn't likely to become a client.
Tony:
Thank you, Alice, for taking the time to give me feedback. It is beneficial for me. Remember me is you meet anyone else who would benefit from a chat. All the best - TonyReview
by a verified client in Middlesex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was retiring and wanted advice on my work pension.
How has Tony Woodward helped you?
He helped me to transfer my pension whilst patiently explaining every step of the process. He made sure I understood everything, before, during and after the transfer. He continues to be very helpful.
Have you seen the outcome you were hoping for?
Yes, I am happy with everything.
What could they have done better?
I cannot think of anything that he could have done better.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Tony
Very helpful in guiding me through the processes and options available to me to consolidate my pensions and plan for the future. Any queries were answered quickly and precisely. Everything is now in place for my retirement and it is comforting to know that there is someone to turn to for further advice when needed.