Tony's reviews
Reviewed for
Pensions ( 26 )
Retirement income (annuities, drawdown) ( 19 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 12 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 14 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 3 )
( 1 )
Review
by a verified client in Sussex
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
AS a widow with limited knowledge, I wanted advice
How has Tony Campbell helped you?
He has been helpful, pointing out investments and explaining financial monies
Have you seen the outcome you were hoping for?
yes, absolutely
What could they have done better?
I can't answer this -am satisfied with results
Tony:
Thank you J for taking the time to provide your feedback.Review
by a verified client in West Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice from my accountant
How has Tony Campbell helped you?
Tony has helped me with good advice on my retirement plans and inheritance tax
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Tony:
Thank you P for taking your time to provide this valuable feedbackReview
by a verified client in West Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial Services
How has Tony Campbell helped you?
Very good well, especially with tax advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
The process seems to take longer than I expected
Tony:
Thank you A, for taking the time to provide your feedback I greatly appreciate it.Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Tony Campbell helped you?
He listens and understands, he’s an easy guy to talk to
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I’m very happy with Tony as my advisor …. So nothing
Tony:
Thanks V for taking the time to provide feedback, most appreciated.Review
by a verified client in East Sussex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A need to establish a pension plan
How has Tony Campbell helped you?
Solid, common sense advice and appropriate information related to my financial circumstances
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing springs to mind
Tony:
Thank you for your comments and taking the time to provide feedback L, very much appreciated