Tony Sareen

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

I needed assistance transferring my pension into a different fund that was going to do more for me having spent all my working life paying into one and nearing retirement. I was unhappy with my current pension provider and also needed assistance releasing my 25% tax free lump sum which they were being very awkward about.

How has Tony Sareen helped you?

Tony has done more than help me and my family. He went above and beyond our expectations. What Tony doesn't know about pensions (if anything at all) isn't worth knowing. He switched my pension fund into a better performing investment and managed to release the 25% tax free lump sum that I had been trying to get for over 1 year myself.

Have you seen the outcome you were hoping for?

We have indeed. He walked us through the entire process and got the end result he promised. Could not have asked for more!

What could they have done better?

Nothing - Tony has been simply amazing!

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

Wanting to secure my finances for the future.

How has Tony Sareen helped you?

He provided me with information and advice suited to my financial circumstances.

Have you seen the outcome you were hoping for?

Yes, very happy.

What could they have done better?

Nothing

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

Time of life with a want to secure planning for the future.

How has Tony Sareen helped you?

Tony helped with good and balanced understanding of options, data supporting previous performance in addition to strong illustrations. Tony provided concise options backed with data always able to clarify points.

Have you seen the outcome you were hoping for?

Yes very clear and concise set up and flexibility to be available to support and further questions

What could they have done better?

N/A

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

Tony has been nothing short of superb! He was able to successfully help me merge all of my previous pension pots and invest them in the stock market to which I have made a significant profit. Tony is exceptionally knowledgable and always happy to help. Could not recommend highly enough!

How has Tony Sareen helped you?

Pension transfers Long term pension planning Financial planning Insurance policies

Have you seen the outcome you were hoping for?

Tony has exceeded all expectations!

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

Pension planning and overall financial best practice and guidance

How has Tony Sareen helped you?

Tony helped setup important life and critical illness insurances as first port of call. He prioritised this as initial step above all and was communicative throughout the process always emphasising best practice and forward planning. We then used Tony to consolidate pensions from previous employments. Again extreamly happy with this service and engagment throughout.

Have you seen the outcome you were hoping for?

Better than expected

What could they have done better?

Top marks or Tony, I only wish I had met him earlier!