Tony Padgett

Please provide a brief comment about your experience with Tony

Clear outline of services offered. I felt that Tony was keen to understand and support my direction of investment. Thank you

What were the circumstances that caused you to initially look for an adviser?

Downsized house. Capital then available.

How has Tony Padgett helped you?

Keeps us informed. Calculates availability of cash drawdown - based on us living to 100!!!!!!

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not aware of anything that could have been done better

Please provide a brief comment about your experience with Tony

Tony was professional and listened to my situation and requirements

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Tony Padgett helped you?

Guided me through the financial planning aspect of my retirement, explaining options and likely outcomes.

Have you seen the outcome you were hoping for?

So far yes

What could they have done better?

No issues to date

What were the circumstances that caused you to initially look for an adviser?

Advice on inheritance tax and planning and retirement planning

How has Tony Padgett helped you?

Tony has advised us on several financial related matters over the years, including inheritance tax planning, retirement planning and investments. He is always available at the end of the phone/email and is quick to respond to offer his advice. He's also extremely patient, explaining the processes, and answering any questions we may have. We highly recommend his services.

Have you seen the outcome you were hoping for?

As a result of our annual meetings and calls through the year, we have been able to plan for our early retirement.