Tony's reviews
Reviewed for
Pensions ( 14 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 7 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 4 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 9 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 2 )
Review
by a verified client in East Sussex
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I've been with Skerritts, now Shackleton, for 20 years and the original circumstances were to consolidate various pension pots and have them managed more effectively.
How has Tony Campbell helped you?
Tony has been our financial advisor for my wife and I for a couple of years or so now and has helped in understanding our options around using our savings, ISA's and pension funds most effectively, what our real need for cash is, considerations around gifting money to the children and keeping us up to date with changes in taxation and law (eg the recent changes in IHT and the effect on pensions). he has explained all matters in a concise and understandable way, even though some areas are inevitably technical and complex.
Have you seen the outcome you were hoping for?
Yes !
What could they have done better?
I have nothing to add in this section !
Tony:
Thank you very much C for taking the time to provide feedback.Review
by a verified client in London
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance Planning.
How has Tony Campbell helped you?
Tony gave sound financial advice which enable me to make strategic decisions relating to my estate.
Have you seen the outcome you were hoping for?
Yes and ongoing.
What could they have done better?
Not sure as I was pleased with Tony's advice and support.
Tony:
Thank you for taking the time to provide feedback P, this was most appreciated.Review
by a verified client in Kent
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Yearly Review
How has Tony Campbell helped you?
Organised a lumpsum withdrawal from my pension pot.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Norfolk
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Tony Campbell helped you?
Tony has helped with pension drawdown advice
Have you seen the outcome you were hoping for?
Ongoing
What could they have done better?
Nothing
Tony:
Thank you very much for taking time to provide feedback, moist appreciated.Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with Tony's employers for over 20 years
How has Tony Campbell helped you?
He has made full enquiries on my behalf for any items not necessarily covered by his contract, and has been excellent on his contracted advice
Have you seen the outcome you were hoping for?
Ongoing
What could they have done better?
not much
Tony:
Thank you for taking the time B to provide feedback.