Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 1 )

Pensions ( 75 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 51 )

Investments and Savings ( 67 )

Pension Transfers - Non Specialist ( 16 )

Inheritance Planning ( 23 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 24 )

Financial Planning ( 19 )

Financial Mentoring ( 6 )

Financial Coaching ( 3 )

Reviewers' assets

£500k+ ( 21 )

£200k - £500k ( 26 )

£100k - £200k ( 14 )

( 1 )

Up to £50k ( 1 )

£50k - 100k ( 8 )

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.

Repeat review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Powys

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

How has Tony Thomas helped you since your last review?

Reevaluated my financial personality to see if it has changed since it was originally done, to ensure the investments made are still appropriate and within my attitude to risk.

Repeat review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Powys

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

How has Tony Thomas helped you since your last review?

Following Tony's advice has resulted in our SIPP continuing to increase in value. At our recent review, Tony's explanations and advice have made us more confident for the future. Thank you.

Repeat review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Cardiff

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

How has Tony Thomas helped you since your last review?

Absolutely, I meet with Tony on a yearly basis, as well as chat with him if I need to throughout the year, Tony will explain my current position and advise on which direction to take, I always make the decision, Tony is there to advise me which he does expertly. and I fully appreciate that.

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Bridgend

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

How has Tony Thomas helped you since your last review?

There has been a difficult period for many businesses and this has had a continuing effect on many investments. Since the last review Tony has kept us advised and answered any concerns, providing us with sufficient information to make judgements on our investments.

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Vale of Glamorgan

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

How has Tony Thomas helped you since your last review?

Undertaken a review of our circumstances and provided advice based on the outcomes of the review

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cardiff

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

How has Tony Thomas helped you since your last review?

Tony gave sensible practical advice that meets my situation.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Caerphilly

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

Pension Transfer

How has Tony Thomas helped you?

Reviewed our finances and expectations during retirement and arranged transfer of pensions into 1 single pension for drawdown.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

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

After my divorce I needed expert advice on managing my savings for the future

How has Tony Thomas helped you?

He has invested wisely advised on best use of money and taxable income .

Have you seen the outcome you were hoping for?

I certainly have

What could they have done better?

I can’t think of anything

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Blaenau Gwent

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

Early retirement and pension transfer.

How has Tony Thomas helped you?

Tony has helped me gain a far better understanding of pension options to secure ongoing financial security. Always helpful and availabe to answer any queries I may have in a professional and easy to understand manner.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of.

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Swansea

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

How has Tony Thomas helped you since your last review?

Tony Thomas has regularly kept in touch, reviewing and advising us on our savings and investments. He will always explain the state of our investments and the financial implications. If we have any queries he is more than happy to talk to us about them.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Rhondda Cynon Taff

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

Time of life, another career move.

How has Tony Thomas helped you?

Advised of many different options for future income to pension and guidance. Reassurance of options taken.

Have you seen the outcome you were hoping for?

Most definitely and regular contact updates.

What could they have done better?

All avenues covered and happy with guidance and going forward.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Monmouthshire

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

Needed to consolidate my affairs after the death of my partner

How has Tony Thomas helped you?

Streamlined investments - particularly pensions and offers advice around retirement and inheritance planning

Have you seen the outcome you were hoping for?

Generally yes

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Cardiff

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

How has Tony Thomas helped you since your last review?

Reviewing my pension portfolio in line with my requirements

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Bridgend

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

Help with money problems

How has Tony Thomas helped you?

Gave me advice on pension drawdown

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

Repeat review from verified client

November, 2023

Overall

Advice

Value

Service

Based in Somerset

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

How has Tony Thomas helped you since your last review?

He has given me advice on selling a property.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Neath Port Talbot

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

The fact that my place of work stopped taking on with the big pension and Tony has been there ever since

How has Tony Thomas helped you?

Helped me by keeping in contact with me and setting up a new place to put my pension pot

Have you seen the outcome you were hoping for?

Yes, I'm on a low pension rate and it is doing well as well

What could they have done better?

Nothing a fantastic service

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Caerphilly

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

How has Tony Thomas helped you since your last review?

Tony is allows available if we have any queries

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Bristol

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

I needed to consolidate several pensions including a final salary pension scheme which required the advice of a suitably qualified individual.

How has Tony Thomas helped you?

Tony helped me achieve my goal transferring my pensions into a SIPP.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

It would be nice to think that the transfers could have been moved quicker but this was really held up by the different pension providers not having systems in place to deal with transfers in a timely manner.

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Rhondda Cynon Taff

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

How has Tony Thomas helped you since your last review?

Kept us informed how our finances were progressing, talked us through all our options,

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Vale of Glamorgan

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

How has Tony Thomas helped you since your last review?

Helped managing finances after my husband became incapacitated

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Rhondda Cynon Taff

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

How has Tony Thomas helped you since your last review?

Tony has continued to keep in touch ensuring that our circumstances havnt changed and that we are still happy with the ongoing financial advice he has provided.

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Bridgend

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

How has Tony Thomas helped you since your last review?

Updated my financial and personal details and spoke about tax related issues with regard to taking out money from my pension.

Repeat review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Monmouthshire

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

How has Tony Thomas helped you since your last review?

Advice on my investments and the cash in my statement.

Tony's reply

Thank you Lesley, I really appreciate it,

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Powys

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

Having sacked the first two companies, both well known, I looked for a chartered adviser with significant experience who would be trustworthy and knowledgeable.

How has Tony Thomas helped you?

Transfer of pensions from two major healthcare companies in order to purchase a home to live in enforced retirement due to disability.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

First impression from a user who is not yet a client

November, 2022

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

Overall

Please provide a brief comment about your experience with Tony

Tony listens. He found out what is important to me, then clearly and simply explained my options.

Review from verified client

November, 2022

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

Overall

Advice

Service

Value

Based in Vale of Glamorgan

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

Seeking to safeguard our pension income, and to meet some of the fees for social care should that be required

How has Tony Thomas helped you?

Following an analysis of our circumstances and our attitudes to risk and ethical investment, Tony has helped us to develop a portfolio of investments

Have you seen the outcome you were hoping for?

In the main income has not be taken to supplement our pension income; we have incurred fees for social care. Income on our investments has increased overall although it has taken a dip recently.

What could they have done better?

Can't think of anything. We were told investments could go up and down

Repeat review from verified client

November, 2022

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

Overall

Advice

Service

Value

Based in Cardiff

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

How has Tony Thomas helped you since your last review?

See above

Tony's reply

Heledd & Steve, Thank you for your fantastic feedback, which is very much appreciated. Speak soon Tony

Review from verified client

November, 2022

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

Overall

Advice

Service

Value

Based in Blaenau Gwent

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

Due to health reasons and family circumstances early retirement had become a necessity.

How has Tony Thomas helped you?

Tony has transferred and consolidated my separate pension pots into one manageable portfolio and provided a detailed retirement planning report. Along with this he has fully outlined the risks and benefits associated with this course of action. Tony has an easy going manner and down to earth attitude and along with some sound planning advice I feel I am far better equipped to manage my financial future.

Have you seen the outcome you were hoping for?

Yes, as my primary goal has been to take early retirement and to have control over my pensions to enable this.

What could they have done better?

Nothing that I can think of.

Tony's reply

Chris, Thank you for your fantastic feedback, which is very much appreciated. Speak soon Tony

Review from verified client

November, 2022

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

Overall

Advice

Service

Value

Based in Cardiff

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

Retired early due to ill health

How has Tony Thomas helped you?

He gave me advice on the best options for transferring my pension from a company scheme that would give a fixed monthly income to a more flexible withdraw account

Have you seen the outcome you were hoping for?

Yes

Tony's reply

Thank you Alan for the fantastic feedback, which is very much appreciated. Speak soon. Tony

Review from verified client

November, 2022

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

Overall

Advice

Service

Value

Based in Swansea

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

Many years ago we decided that we needed help to make the most of our finances and following a recommendation we spoke to Tony Thomas. He has been our advisor ever since. We are very happy to have him as our financial advisor.

How has Tony Thomas helped you?

When we first met he helped us to make the best use of our savings. He has then advised us over the years as to any changes to make in order to make the most of the financial situation and to achieve our aims. He will always listen and take into account anything we raise. He has always provided sound advice and is readily available to discuss matters with us.

Have you seen the outcome you were hoping for?

Over the years that we have known Tony Thomas we have certainly achieved the outcome that we wanted. It is thanks to him that we have managed this.

What could they have done better?

I do not think that Tony Thomas could have done anything better. He has helped us to achieve our aims and we look forward to dealing with him for many years to come.

Tony's reply

Thank you Cary for the fantastic feedback, which is very much appreciated. Speak soon. Tony

Review from verified client

November, 2022

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

Overall

Advice

Service

Value

Based in Somerset

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

I wanted to review my situation and my what to do about my mortgage.

How has Tony Thomas helped you?

After several meetings, restructured my financial situation, taking into account my risk appetite.

Have you seen the outcome you were hoping for?

Absolutely,

What could they have done better?

I can’t think of anything

Tony's reply

Thank you Elaine for the fantastic feedback, which is very much appreciated. Speak soon. Tony

Review from verified client

November, 2022

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

Overall

Advice

Service

Value

Based in Cardiff

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

Pension advice

How has Tony Thomas helped you?

Advised on the choice of a SIPP fund.

Have you seen the outcome you were hoping for?

Yes, I now have control and flexibility over my pension fund. The global markets have been difficult, but happy with the long term solution.

What could they have done better?

nOTHING

Tony's reply

Hi Alan, Thank you so much for the fantastic review, which is very much appreciated. Speak soon. Tony

Review from verified client

November, 2022

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

Overall

Advice

Service

Value

Based in Caerphilly

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

We were looking to start putting plans together to retire

How has Tony Thomas helped you?

He has given us invaluable advise in these final stages towards our retirement

Have you seen the outcome you were hoping for?

Things were definitely coming together

What could they have done better?

Nothing

Tony's reply

Hi Kath, Thank you so much for your fantastic feedback, which I really appreciate. Speak soon Tony

Review from verified client

November, 2022

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

Overall

Advice

Service

Value

Based in Rhondda Cynon Taff

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

I needed life cover for my mortgage

How has Tony Thomas helped you?

Sourced the right life cover

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Nothing

Review from verified client

November, 2022

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

Overall

Advice

Service

Value

Based in Powys

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

Tony was recommended by a good friend when I was approaching retirement and needed advice on how to invest several small pensions.

How has Tony Thomas helped you?

Following Tony's advice has resulted in my SIPP increasing in value by approx. 8% per annum although recent events have caused a reduction in increase. He has also advised and organised Power of Attorney for both my wife and I. We also has a couple of I.S.A.s.

Have you seen the outcome you were hoping for?

Certainly with the SIPP investment but, fortunately, not with the P.O.A. yet.

What could they have done better?

Not much apart from win the lottery.

Tony's reply

Tom, Thank you so much for your fantastic feedback. I really appreciate it. Speak soon Tony

Review from verified client

November, 2022

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

Overall

Advice

Service

Value

Based in Buckinghamshire

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

I needed financial advice following a divorce .

How has Tony Thomas helped you?

He has helped me feel secure with my investments. He understood immediately that I had very little financial knowledge and very patiently explained things to me . I trust Tony completely.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2022

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

Overall

Advice

Service

Value

Based in Rhondda Cynon Taff

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

Pension advice on turning 55

How has Tony Thomas helped you?

Given valued and structured advice for future financi security.

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing comes to mind. All aspects covered.

Tony's reply

Russell, Thank you for the fantastic feedback. I really appreciate it. Speak soon. Tony

Review from verified client

November, 2022

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

Overall

Advice

Service

Value

Based in Newport

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

I had a favourable defined benefit pension pot which I wanted to work for me in a much more flexible manner than opting to crystallise my pot and gain year on year increases, but without any real scope to draw down initially, a lump sum to dispense of certain obligations, notably my mortgage. I could have sacrificed a commutation rate of 1:9 which is far from appealing

How has Tony Thomas helped you?

After proper discussion over a mini series of meetings, Tony was able to professionally vindicate my wishes to opt out of my superann scheme, gaining control of my major asset, and providing the safeguard that if something untimely happened to me, my two adult children would be well provided for.

Have you seen the outcome you were hoping for?

Thus far. I have drawn a handsome tax free sum… there were prolonged delays with my superann provider (not Tony’s fault by any means) in sanctioning the transfer exposing me to a few quid beyond budget so to speak. Since investing my main pot, I have experienced some turbulence in the markets, thanks to Trussonomics in part, but my pot value is close to reinstatement at the time of writing. I draw comfort from knowing that when I need to drawdown from my pot, in a tax efficient manner, I can do so.

What could they have done better?

Nothing springs to mind

Tony's reply

Andrew, Thank you for the fantastic feedback. I really appreciate it. Speak soon. Tony

Review from verified client

November, 2022

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

Overall

Advice

Service

Value

Based in Rhondda Cynon Taff

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

I wanted advice on my options as I was approaching retirement plus my long term income forecast during retirement

How has Tony Thomas helped you?

Tony clearly explained all our choices & produced a very comprehensive financial report on our future income & predicted expenditure

Have you seen the outcome you were hoping for?

To date we haven’t sought Tony’s advice on investing however we are very pleased with the service provided

What could they have done better?

Tony’s approach & advice was always factual with no pressure to influence our decision which we found very helpful to make an informed decision

Tony's reply

Debbie and Andrew, Thank you for the fantastic feedback. I really appreciate it. Speak soon. Tony

Review from verified client

November, 2022

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

Overall

Advice

Service

Value

Based in Vale of Glamorgan

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

Retirement

How has Tony Thomas helped you?

15+

Have you seen the outcome you were hoping for?

Yes, and continue to feel supported

What could they have done better?

Not sure

Tony's reply

Anne, Thank you for the fantastic feedback. I really appreciate it. Speak soon. Tony

Review from verified client

November, 2022

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

Overall

Advice

Service

Value

Based in Bridgend

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

my Wife and I wanted to invest for our futures

How has Tony Thomas helped you?

TONY has become our trusted advisor ,and avery loyal friend ,helping us through some difficult positions ,TONY has helped with advise on matters not applying to investment ,He is so very trustworthy ,always available and a honarable Man

Have you seen the outcome you were hoping for?

We have benefitted far more than we ever imagined

What could they have done better?

nothing could have been achevied without his first class help

Tony's reply

Geoff, I hope you are well? Thank you for the fantastic feedback. I really appreciate it. Speak soon. Tony

Review from verified client

November, 2022

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

Overall

Advice

Service

Value

Based in Monmouthshire

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

Have had a financial adviser for many years but looking to consolidate the advice

How has Tony Thomas helped you?

Provided good advice re investment portfolio, retirement & inheritance tax planning

Have you seen the outcome you were hoping for?

Generally yes, notwithstanding broader market influences

What could they have done better?

Nothing as far as I can tell

Tony's reply

Hi Nicky. Thank you so much for the lovely review. I really appreciate it and hope you are well? Best wishes Tony

Review from verified client

November, 2022

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

Overall

Advice

Service

Value

Based in Bridgend

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

On leaving my employer through Plant closure and redundancy, we needed advise regarding my pension options.

How has Tony Thomas helped you?

Tony took us through a series of questions, which caused us to evaluate our current lifestyle and income requirement. After which we discussed the options i.e.,annuity, drawn down etc and what level of investment risk we could tolerate.

Have you seen the outcome you were hoping for?

Since the Covid 19 pandemic and the Russian/Eukraine 'war' there has been financial impact worldwide and we have not been immune to the effects on our pension pot. However, we understand the cause and effect, but consider the fluctuation in the market(s) have been tolerable. During this period, Tony has met with us and reviewed our concerns.

What could they have done better?

In the situation, not a lot.

Review from verified client

October, 2022

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

Overall

Advice

Service

Value

Based in Bridgend

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

Took out a loan which was difficult to repay.

How has Tony Thomas helped you?

Told me about taking out the 25% tax free from my pension.

Have you seen the outcome you were hoping for?

Absolutely. Got me out of debt.

What could they have done better?

Nothing

Tony's reply

Thank you Naomi, I really appreciate it. Speak soon Tony

Review from verified client

October, 2022

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

Overall

Advice

Service

Value

Based in Cardiff

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

We needed someone to help us sort out pension and investment

How has Tony Thomas helped you?

Like many people, we didn’t understand how to make the most of our pension and savings. It made such a difference to us, not just financially, but he gave us peace of mind.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - he has been such a support after the death of my husband, helping with probate etc. If I’m in doubt about anything I know he is always happy to advise.

Tony's reply

Thanks Ruth, I really appreciate it. Best wishes Tony

Review from verified client

October, 2022

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

Overall

Advice

Service

Value

Based in Rhondda Cynon Taff

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

I wanted to have advice about transferring my pension..my husbands health has been a concern for the past 10 years but needed an expert like Tony to go through the process

How has Tony Thomas helped you?

His Advice was invaluable.... it was a long process and very thorough..we had to make sure that we were doing the right thing.He explained everything in vast detail and gave me the confidence to proceed with the transfer.. At no point did I feel pressurised with Tony's help and guidance we have been able to plan our retirement

Have you seen the outcome you were hoping for?

Most definately.

What could they have done better?

Nothing...

Tony's reply

Thank you Michelle, I really appreciate it Tony

Review from verified client

October, 2022

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

Overall

Advice

Service

Value

Based in Neath Port Talbot

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

I needed someone to sort my pension out

How has Tony Thomas helped you?

Help me with my options for the pensions

Have you seen the outcome you were hoping for?

Yes so far

What could they have done better?

Nothing at the moment

Tony's reply

Thanks Ross, I really appreciate it. Thanks again Tony

Review from verified client

October, 2022

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

Overall

Advice

Service

Value

Based in Bristol

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

Coming up to retirement and having worked within the financial service industry myself for 25+ years recognised I needed specialist financial advice to enable me to achieve my goals of moving my pension pots including a final salary scheme into a SIPP for drawdown purposes.

How has Tony Thomas helped you?

Tony was able to help me achieve my goals by having the necessary qualifications and experience to be able to help me work through this complicated area, but not before thoroughly assessing my financial situation, my attitude to risk and my understanding of the pro's and con's of my intended course of action and satisfying himself that this was indeed the right thing for me to be doing in light of my circumstances.

Have you seen the outcome you were hoping for?

Yes. My pensions have all been transferred and are held within a SIPP in anticipation of me drawing down on the funds moving through retirement, within an investment strategy agreed between us based on my needs and risk profile. In addition, Tony is on hand to review my goals and objectives moving forward and of course keep an eye on the fund/s to ensure there ongoing suitability.

What could they have done better?

The amount of time it took to achieve this objective could have been quicker. The process from start to completion took 7 months which I found frustrating, but this was down to my various pension scheme providers differing requirements and a lack of qualified personnel to be able to deliver the transfers in a timely manner, rather than shortcomings from Tony and his service.

Tony's reply

Thank you Phil, I really appreciate it Thanks again Tony

Review from verified client

October, 2022

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

Overall

Advice

Service

Value

Based in Caerphilly

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

Retirement pension

How has Tony Thomas helped you?

Arranged a pension transfer

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cannot think if any improvements

Tony's reply

Thank you Alison, I really appreciate it Thanks again Tony

Review from verified client

October, 2022

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

Overall

Advice

Service

Value

Based in Rhondda Cynon Taff

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

Looking at an early retirement methodology.

How has Tony Thomas helped you?

Good, clear options.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No.

Tony's reply

Thank you Adrian, Appreciate it. Tony

Review from verified client

October, 2022

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

Overall

Advice

Service

Value

Based in Rhondda Cynon Taff

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

Coming up to retirement ,and best advice about savings

How has Tony Thomas helped you?

Eased the financial concerns about retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

Tony's reply

Thanks Phil. Appreciate it. Tony

Repeat review from verified client

June, 2022

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

Overall

Advice

Service

Value

Based in Bridgend

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

How has Tony Thomas helped you since your last review?

Same as above

Tony's reply

Thank you for the review. I look forward to our next meeting when you have time over the next couple of weeks.

Repeat review from verified client

June, 2022

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

Overall

Advice

Service

Value

Based in Monmouthshire

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

How has Tony Thomas helped you since your last review?

Always quick to respond to my queries and to sort things out for me.

Tony's reply

Thank you Lesley. I appreciated it and always a pleasure to help in any way I can.

Repeat review from verified client

June, 2022

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

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Based in Cardiff

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

How has Tony Thomas helped you since your last review?

He has continued to give clear and helpful advice.

Repeat review from verified client

May, 2022

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

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Based in Powys

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

How has Tony Thomas helped you since your last review?

Provided timely easy to understand situation reports of my funds and recommendations, plus actioned requests very quickly when requested to do so. Responds to messages very quickly, even on Sundays!

Review from verified client

May, 2022

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

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Based in Bridgend

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

Needed someone to guide me through the whole pension process initially and now I sit with Tony on a yearly basis to discuss my pension pot and possible issues or options.

How has Tony Thomas helped you?

Tony has completely put me at ease on a topic that I must confess I didn't really know a great deal about, I have 100% confidence in Tony and look forward to many more years of guidance and friendship.

Have you seen the outcome you were hoping for?

Yes, throughout the process (Initial drawdown) and continual advice Tony has supplied verbally and electronically all the information I need and has answered all the questions I have thrown at him. His advice has always been spot on and I have total confidence that Tony will continue to deliver what's best for me going forward.

What could they have done better?

To my understanding nothing, Tony always follows up with updates and discusses my options and his recommendations, I really don't think he could do any more for me.

Review from verified client

March, 2022

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

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Based in Carmarthenshire

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

I was looking to consolidate all my pensions into one pot, the pensions included defined benefit

How has Tony Thomas helped you?

he looked at my overall situation and advised me on the best course of action

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I was extremely happy with the service provided

Tony's reply

Thank you Andrew, It’s a pleasure to help you. Speak soon.

Repeat review from verified client

December, 2021

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

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Based in Cardiff

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

How has Tony Thomas helped you since your last review?

Continues to give excellent advice.

Tony's reply

Hi Alan, Thank you very much. Your feedback is very much appreciated. See you in the New Year. Tony

Repeat review from verified client

December, 2021

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

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Based in Devon

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

How has Tony Thomas helped you since your last review?

Due to the Corona virus pandemic the winding up of my husband;s estate has taken longer than usual and I had viewed this year as a year of consolidation but this was not to be. We all have to wait to see what happens. Tony as ever is always available when I need advice.

Tony's reply

Thank you Lizzy, Appreciative as always. Hopefully we can meet up in person in 2022. Best wishes Tony

Repeat review from verified client

November, 2021

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

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Based in Rhondda Cynon Taff

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

How has Tony Thomas helped you since your last review?

Always available for impartial honest advice

Repeat review from verified client

November, 2021

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

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Based in Cardiff

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

How has Tony Thomas helped you since your last review?

What we said last year continues to be the case.

Review from verified client

October, 2021

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

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Based in Caerphilly

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

Needed advice to transfer and consolidate my pensions.

How has Tony Thomas helped you?

Offered professional advice about moving my pensions to a single pension provider. He made me feel comfortable and made sure that I fully understood the process to enable me to make the right choice for my future.

Have you seen the outcome you were hoping for?

Yes the transfer was completed successfully.

What could they have done better?

Don't think I could give any suggestion to improve as I am thoroughly satisfied with the outcome.

Tony's reply

Thank you Alison, I really appreciate your great feedback. Look forward to being you adviser for many years to come. Best wishes Tony

Review from verified client

June, 2021

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

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Based in Bridgend

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

Change pension scheme

How has Tony Thomas helped you?

Made everything easier for me, and great at helping me out after

Have you seen the outcome you were hoping for?

To early to say

What could they have done better?

Everything is OK

Repeat review from verified client

June, 2021

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

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Based in Monmouthshire

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

How has Tony Thomas helped you since your last review?

Continued advice and support when needed.

Repeat review from verified client

June, 2021

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

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Based in Cardiff

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

How has Tony Thomas helped you since your last review?

He has continued to give advice as outlined in our reply to your questionnaire last time.

Tony's reply

Heledd & Steve, Thank you as always. I really appreciate your support. Best wishes Tony

Review from verified client

May, 2021

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

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Based in Powys

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

The first two pension companies(top 100) were released following poor experience. I needed a release of pension to buy my home, from defined benefit pension schemes and transfer to a new scheme.

How has Tony Thomas helped you?

Complete review of income and expenditure, pension schemes already setup and their transfer, selection of pension company and new pension setup, provide detailed briefing documents, ongoing availability, communications and regular review initiative.

Have you seen the outcome you were hoping for?

My initial experience has been excellent.

What could they have done better?

There is nothing to focus on.

Review from verified client

May, 2021

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

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