Tony's reviews

Reviewed for

Insurance and Protection ( 10 )

Pensions ( 36 )

Retirement income (annuities, drawdown) ( 32 )

Investments and Savings ( 53 )

Pension Transfers - Non Specialist ( 5 )

Inheritance Planning ( 9 )

Long Term Care ( 1 )

Financial Planning ( 23 )

Financial Mentoring ( 4 )

( 2 )

Reviewers' assets

£500k+ ( 12 )

£200k - £500k ( 15 )

£100k - £200k ( 7 )

Up to £50k ( 4 )

£50k - 100k ( 5 )

First impression

by a VouchedFor user

12 days ago

Overall

Please provide a brief comment about your experience with Tony

Tony explained everything in a manner I could understand clearly. He has a friendly, approachable and confident manner and was very knowledgeable and experienced. Could not fault him.

First impression

by a VouchedFor user

19 days ago

Overall

Please provide a brief comment about your experience with Tony

Very confident, professional, knowledgeable & trustworthy. Put us at ease as we discussed our options in what for us was quite a daunting decision. He left us feeling confident about the decisions we made and our future finacial security,

Review

by a verified client in Cornwall

a month ago

Overall

Advice

Service

Value

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

General financial advice with great service

How has Tony Sharp helped you?

To keep sane in both volatile and static markets, he has a good head on him

Have you seen the outcome you were hoping for?

Yes very much so and more.

What could they have done better?

Nothing, keep up the good work.

Review

by a verified client in Devon

a month ago

Overall

Advice

Service

Value

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

Managing an inheritance

How has Tony Sharp helped you?

Continued support

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

Review

by a verified client in Devon

a month ago

Overall

Advice

Service

Value

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

Husband requested advice

How has Tony Sharp helped you?

Able to understand options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Tax implications re investments