Tony Byrne

Tony Byrne

Wealth and Tax Management Ltd

Tony's reviews

Reviewed for

Insurance and Protection ( 12 )

Mortgages ( 5 )

Pensions ( 133 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 93 )

Investments and Savings ( 162 )

Pension Transfers - Non Specialist ( 29 )

Inheritance Planning ( 86 )

Long Term Care ( 15 )

Pension Transfers - Specialist ( 21 )

Financial Planning ( 56 )

Financial Mentoring ( 11 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 39 )

£200k - £500k ( 44 )

£100k - £200k ( 15 )

£50k - 100k ( 6 )

Up to £50k ( 4 )

Review

by a verified client in Northamptonshire

2 months ago

Overall

Advice

Service

Value

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

I wanted to prepare for my retirement and to ensure that I had enough income to secure a comfortable future.

How has Tony Byrne helped you?

i had a variety of pensions through past employment as well as substantial savings and a share portfolio. Tony helped me to combine the pensions and invest in a more secure way, taking account of my attitude to risk. Which has been most beneficial.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

i have generally been very happy with he performance of my investments, obviously there have been unforeseen circumstances over which we had no control, Pandemic, Ukraine and Brexit had an impact.

Tony:

Thank you Philip for your review. This means a lot to us, so we really appreciate you sharing your experience. We're proud to have helped you consolidate your pensions and invest in a way that aligns with your risk profile and objectives. As a boutique firm of Chartered Financial Planners, you're more than welcome to contact us anytime you need our help. It’s always a pleasure advising you and we look forward to your next annual review meeting.
Repeat review

by a verified client in Buckinghamshire

a year ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Tony Byrne helped you since your last review?

Was very supportive when I needed to use some of my pension for health reasons. Was able to reassure me that my pension was still in a good place going forward which was very reassuring.

Tony:

Hi Kristina, Many thanks for your kind review. This means a lot to us. As a boutique firm of Chartered Financial Planners, you are more than welcome to contact me anytime you need our help. It’s always a pleasure advising you and we look forward to your next annual review meeting. Best regards Tony
Repeat review

by a verified client in West Midlands

a year ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Tony Byrne helped you since your last review?

Continued to give excellent advise

Tony:

Hi Phil, Thank you so much for leaving such a generous review. As a boutique firm of Independent Financial Advisers, we’re able to help with Wills and LPAs, as well as pensions, investments and inheritance tax planning. It’s always a pleasure serving you. Best regards. Tony
Repeat review

by a verified client in Buckinghamshire

a year ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Tony Byrne helped you since your last review?

Have not been in contact since last review

Tony:

Hi Tony, Thank you for taking the time to leave a review. As local Independent Financial Planners, you are more than welcome to contact me anytime you need our help with your investments and pensions. We look forward to your next annual review meeting. Best regards. Tony
Repeat review

by a verified client in Bedfordshire

a year ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Tony Byrne helped you since your last review?

By meeting with me and going through my investments with me. Which is very reassuring.

Tony:

Hi Pat, Many thanks for taking the time to leave a review. As a family office in Milton Keynes, I cannot begin to tell you how important it is to receive your feedback. I truly appreciate it. It’s always a pleasure advising you. Best regards. Tony