Tony's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 100 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 69 )
Investments and Savings ( 82 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 27 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 28 )
Financial Planning ( 29 )
Financial Mentoring ( 6 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 37 )
£100k - £200k ( 17 )
( 1 )
Up to £50k ( 1 )
£50k - 100k ( 9 )
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
by a verified client in Cardiff
2 days ago
Overall
Advice
Service
Value
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 continues to advise me on a regular basis, not just at our annual get togethers, I'm often contacting Tony for advice, whether that be over the phone or email, nothing is too much trouble for him. I trust Tony implicitly and know that the advice he gives me is the best for me at all times. I am delighted Tony continues to be my advisor, it's a minefield out there and everything is explained in complete layman's terms. Thank you for everything Tony.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Tony
Tony was very thorough and patient. He simplified things for me and gave me clear things to take away and understand further. I look forward to speaking with Tony again soon.
Repeat review
by a verified client in Vale of Glamorgan
5 months ago
Overall
Advice
Service
Value
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 assess our needs and review our portfolio as well as giving advice on general financial planning.
Repeat review
by a verified client in Cardiff
6 months ago
Overall
Advice
Service
Value
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?
Planning my transition from semi-retirement to full retirement.
Repeat review
by a verified client in Bridgend
6 months ago
Overall
Advice
Service
Value
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 is always available either by phone or email and the responses are quick and helpful. I don’t have to wait days for a reply.