Tony's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 1 )
Pensions ( 101 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 71 )
Investments and Savings ( 82 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 27 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 28 )
Financial Planning ( 30 )
Financial Mentoring ( 6 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 38 )
£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 Bridgend
9 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?
Received update but I didn’t need to talk as everything is ok
Tony:
Hi Kevin, I hope you are well. Thank you for taking the time to complete the feedback requested by VouchedFor, which I always appreciate. It would be great if we could arrange a virtual review meeting to discuss the suitability of the services and products that I provide you, together with any changes in your circumstances and legislative changes here in the UK and ensure you are getting the best out of the ongoing service I provide, including value as without regular review meeting its difficult to provide that. Please let me know when is the best time over the next few weeks to arrange this and I will send you an email reminder. Best wishes TonyRepeat review
by a verified client in Rhondda Cynon Taff
15 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 has continued to offer his best advice in the face of a challenging financial world
Tony:
Robert, Thank you for such a lovely review. I do appreciate your support and look forward to being your adviser going forward. Hope your doing okay? Best wishesRepeat review
by a verified client in Powys
a month 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?
Organised emergency funding for healthcare costs.
Tony:
Tim, Thank you for such a lovely review. I hope all is well and look forward to speak to you soon. Best wishes TonyRepeat review
by a verified client in Cardiff
2 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 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.
Tony:
Hi Richard, Thank you so much for your feedback, which is much appreciated. Its a pleasure to be your adviser and so glad that you are happy with the service that I provide.First impression
by a VouchedFor user
4 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.