Reviewed for

Insurance and Protection ( 3 )

Mortgages ( 5 )

Pensions ( 10 )

Retirement income (annuities, drawdown) ( 6 )

Investments and Savings ( 6 )

Pension Transfers - Non Specialist ( 1 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 4 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 1 )

£100k - £200k ( 4 )

£50k - 100k ( 1 )

Up to £50k ( 2 )

Client reviews

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

First impression from a user who is not yet a client

February, 2024

Overall

Please provide a brief comment about your experience with Anthony

Honest and truthful, Anthony new what we required and how best to deliver. He was a great help' Highly recommended.

First impression from a user who is not yet a client

February, 2024

Overall

Please provide a brief comment about your experience with Anthony

Excellent and very informative !! Couldn't recommend Anthony highly enough.He was so helpful.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Norfolk

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

Advice was required on a private pension

How has Anthony Howell helped you?

Anthony was knowledgeable on not only my private pension, but was also very helpful with a range of financial advice I had queries about. I would highly recommend the use of his services.

Have you seen the outcome you were hoping for?

Yes, the outcome was the ideal one for my circumstances.

What could they have done better?

Nothing. Everything was done very professionally.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Suffolk

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

Are existing mortgage was coming to an end

How has Anthony Howell helped you?

Gave us different options and advised us, as the rates have changed a lot since are last mortgage. He was always happy to talk over the phone even late in the evening

Have you seen the outcome you were hoping for?

Yes we are very happy

What could they have done better?

Everything was spot on

First impression from a user who is not yet a client

December, 2023

Overall

Please provide a brief comment about your experience with Anthony

I cannot express how much Anthony helped us, both explaine and understand the financial questions that we had. There was no hard sell only explanations of the questions that we asked. Fully recommended. Thank You Anthony.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Suffolk

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

Initially, to make our savings work harder.

How has Anthony Howell helped you?

Given excellent pension and investment advice.

Have you seen the outcome you were hoping for?

World events are not helping but Anthony's advice is making a positive difference.

What could they have done better?

Nothing.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Suffolk

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

HAVE BEEN ACLIENT OF LIFETIME FINANCIAL SOLUTIONS FOR MANY YEARS SERVED US WELL

How has Anthony Howell helped you?

Advised accordingly and felt very satisfied with the advice given

Have you seen the outcome you were hoping for?

early to say .do not see any reason why not

What could they have done better?

At this moment in time nothingagree

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Suffolk

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

When we had a business

How has Anthony Howell helped you?

He has taken over our advisor from Ian Alex Couling

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

They for filled all our requirements

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Suffolk

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

My company was ending managing my pension with them.

How has Anthony Howell helped you?

Advised me regarding my pension.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, all good.

First impression from a user who is not yet a client

September, 2023

Overall

Please provide a brief comment about your experience with Anthony

Anthony offered me expert, pressure-free advice and followed up with a comprehensive email so I don't forget any of it. It was actually a relief to have found someone who can help in future. I will definitely speak to Anthony again when I need further support.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Suffolk

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

I had come into some spare money and wanted to invest it

How has Anthony Howell helped you?

Advised me and helped me invest wisely

Have you seen the outcome you were hoping for?

When I first invested yes, but with the economical circumstances at the moment the outcome is not as good

What could they have done better?

Not sure if they could

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Essex

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

Transfer of old Pru policy’s into a single and more flexible product.

How has Anthony Howell helped you?

Old Pru pension moved to already established fund.

Have you seen the outcome you were hoping for?

Not at prescient.

What could they have done better?

Not sure he could the markets are a bit volatile at prescient.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Norfolk

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

Pension draw down and mortgage

How has Anthony Howell helped you?

Anthony looked at several options. Presented all in an understanding and understandable manner.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Norfolk

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

Had a few pensions and needed advice on what to do

How has Anthony Howell helped you?

He looked at all my pensions and advised me on what was the best way to deal with them and the out come that I needed that was best for me in my future.

Have you seen the outcome you were hoping for?

Yes , I can retire earlier than I thought

What could they have done better?

Nothing the service has been great

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Norfolk

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

Pension policy/provider could not provide me with income from pension to match my needs.

How has Anthony Howell helped you?

Anthony was understanding and worked well with me to find a suitable solution/product.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Norfolk

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

Current mortgage ending

How has Anthony Howell helped you?

Researched all options for me and gave explanations. I was most appreciative of Anthony's help with difficult questions and all administration

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Norfolk

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

Needed advice with regards to pensions and planning for retirement and future years

How has Anthony Howell helped you?

Anthony has guided us through the process of setting up a pension for myself. He is very professional whilst having a very warm, friendly manner. At every stage, all the details were carefully explained to us and at no point did we feel under pressure to commit to any product.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Norfolk

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

We had two mortgage advisors let us down and was given his number by a friend.

How has Anthony Howell helped you?

My getting us the right mortgage, telling us how much our income will be against outgoings ,was quick with replies to e mails questions we had.

Have you seen the outcome you were hoping for?

Yes we moved in to our new home a week today .

What could they have done better?

Nothing he was really good and understood our situation.

Review from verified client

January, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Manchester

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

5 separate pension funds needed moving into one pot to provide better returns

How has Anthony Howell helped you?

Walked me through all the various pension options available and recommended best option for me. Organised investment Company to take control of reinvesting the funds and arrange for all transfers / documentation needed. Kept me fully information by both Email & telephone conversation. Very Helpful and knowledgeable. Would certainly recommend Andrew's services to anyone look for Financial Advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No issues with any of their services

First impression from a user who is not yet a client

October, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Anthony

On the phone and by email, Anthony was polite, knowledgeable and very helpful. He took the time to explain my situation in detail to me and followed that up with an email laying out possibilities for me. Thank you so much Anthony

Review from verified client

September, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Middlesex

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

I needed advice on what best to do with a number of occupational pensions I had accumulated during the course of my career.

How has Anthony Howell helped you?

Anthony took time to do a holistic review of my finances and suggested a way forward with a view to achieving my objectives in the future. His approach was unpressurized and cautious, and transparent about the risks associated with investing and how to try and mitigate these as far as possible over the medium to longer term, whilst also considering the tolerance of my circumstances to financial risk; also my personal attitude toward risk.

Have you seen the outcome you were hoping for?

So far I have been pleased with the outcome of the advice received.

What could they have done better?

I feel Anthony if anything will emphasize the potential negatives of an investment decision rather than over inflate the potential gains. Rather than feeling he could have done better, for myself it was useful in reviewing my investment decision based on Anthony's advice prior to committing to proceed with a revised investment approach.

First impression from a user who is not yet a client

September, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Anthony

Excellent and thorough service, located and obtained information on all my pensions. Anthony provided me with information on the contents of the pensions he located, making it easier for me to understand what I have, as that was my main concern, not knowing what pensions are where.

Review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in East Sussex

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

Previous pension adviser was shut down

How has Anthony Howell helped you?

Anthony helped me with everything and talked to me in layman's terms so I could understand what was happening every step of the way.

Have you seen the outcome you were hoping for?

Have seen the first statement and very happy with the return

What could they have done better?

Nothing so far

Review from verified client

June, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Lancashire

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

I wanted to consolidate other pensions that i had floating about.

How has Anthony Howell helped you?

He discussed different options with me and kept me informed all the way through with emails and phone calls. He made the transaction really easy. Everything he said he would do, he did.

Have you seen the outcome you were hoping for?

Better than I thought.

What could they have done better?

Nothing at all. really happy with the service I have received.

Anthony's reply

Hi Laura, Thank you for taking time to provide a review and for your kind words. It was a pleasure to help you and I’m pleased bringing your pensions together has helped give you a clearer picture of what you had saved for retirement, and also what’s now needed to help you achieve your plans for retirement. I look forward to meeting with you regularly to review this and recommend any steps I feel are needed to keep your investments on track. I welcome referrals, so please feel free to pass my details to any friends, family or work colleagues you feel I may be able to help. Kind regards, Anthony