Tony's reviews
Reviewed for
Insurance and Protection ( 10 )
Pensions ( 33 )
Retirement income (annuities, drawdown) ( 29 )
Investments and Savings ( 47 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 8 )
Financial Planning ( 18 )
Financial Mentoring ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 14 )
£100k - £200k ( 5 )
Up to £50k ( 4 )
£50k - 100k ( 5 )
Review
by a verified client in Devon
3 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
To maintain a professional overview of investments and pensions.
How has Tony Sharp helped you?
Of late, hopefully resolving issues with a small pension pot with which I was unsure of the best course of action. Tony visited me with an already prepared letter to the provider which perfectly addressed my needs. Another issue similarly addressed due to matters arising from my approaching age 75. Awaiting outcomes but matters set in motion by Tony and putting my mind at ease.
Have you seen the outcome you were hoping for?
Awaiting outcomes, as above...
What could they have done better?
Not much!
Review
by a verified client in Devon
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Tony Sharp helped you?
Advice and navigating systems
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not recommendations
Review
by a verified client in Somerset
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance.
How has Tony Sharp helped you?
Pertinent advice taking account of my views on investing.
Have you seen the outcome you were hoping for?
Consistency, bearing in mind global trends.
What could they have done better?
Not qualified to comment.
Review
by a verified client in Cornwall
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband used to deal with financial matters but since he’s passed I needed Tony to manage and advise me.
How has Tony Sharp helped you?
Steady pair of hands and always at the end of the phone to advise me.
Have you seen the outcome you were hoping for?
Yes very satisfied
What could they have done better?
Not in my opinion
Review
by a verified client in Cornwall
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
An inheritance in 2001
How has Tony Sharp helped you?
Tony inspires confidence and I am sure he has advised in my/our best interests.
Have you seen the outcome you were hoping for?
Yes.....
What could they have done better?
Nothing that I can tnink of