Anthony's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 3 )
Pensions ( 38 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 26 )
Auto Enrolment ( 2 )
Investments and Savings ( 42 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 21 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 25 )
Financial Mentoring ( 9 )
Financial Coaching ( 6 )
( 2 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 9 )
£100k - £200k ( 3 )
Up to £50k ( 1 )
( 1 )
£50k - 100k ( 6 )
Review
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To understand in simple terms what my overall financial planning options both short term and long term would be.
How has Anthony Ward helped you?
Anthony has helped me understand a range of financial options available to me and also to help me plan for the future. Anthony has made this process easy to understand and his advice has been incredibly valuable.
Have you seen the outcome you were hoping for?
Yes, I am incredibly happy with outcomes so far and trust in Anthony’s specialist Experian’s advice.
What could they have done better?
Nothing. Antony gets back to me immediately and ensures a calm and sensible approach is always undertaken regarding all my financial advice.
Review
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To look into investing some money.
How has Anthony Ward helped you?
Anthony has consistently given us sound advice and been a voice of reassurance in all financial matters. His expertise and advice have been invaluable to us.
Have you seen the outcome you were hoping for?
Yes, we are in a stable financial position and feel confident that the advice Anthony has offered has led us to this point.
What could they have done better?
Nothing. Anthony is always quick to respond to queries and his personable, approachable manner means that we have felt comfortable approaching him about all of our big financial decisions.
Review
by a verified client in West Midlands
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to retire, Anthony has assured me and sorted out everything
How has Anthony Ward helped you?
Anthony has been brilliant explaining every aspect of pensions and saving
Have you seen the outcome you were hoping for?
Yes definitely, just hope I can take to retirement
What could they have done better?
Nothing really, time has been taken and enough time to understand what has been set up.
Anthony:
Thank you, Craig, for your kind review. Working with you and helping you prepare for retirement has been a pleasure. I’m so glad to hear that you found my explanations clear and that you feel reassured about the plans we’ve implemented. Retirement is such an important milestone, and I’m delighted to have guided you through the process and helped you achieve the outcome you were hoping for. If you have any questions or need further support as you transition into retirement, I’m always here to help.Review
by a verified client in Somerset
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Because I needed financial advice and was given Anthony's name by my insurance broker
How has Anthony Ward helped you?
With advice on pensions, investments and inheritance
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I do not think so
Anthony:
Thank you for taking the time to share your experience. I’m pleased to hear that the guidance I’ve provided on pensions, investments, and inheritance planning has helped you achieve the outcomes you were hoping for. It’s a privilege to have been recommended by your insurance broker and to support you in making informed financial decisions that suit your goals. Providing clear, reliable advice is my priority, and I’m grateful for the trust you’ve placed in me. Thank you once again, Colin—I look forward to continuing to assist you with your financial plans.Review
by a verified client in Worcestershire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement 13 years ago my company stopped the final salary scheme and introduced a defined benefits . Anthony was employed by the company to give advice to those affected.
How has Anthony Ward helped you?
After the closure of the final salary scheme I asked Anthony to act as my advisor for investing my pension going forward and he has helped me ever sincTher was some confusion around the possibility of purchasing an annuity to e
Have you seen the outcome you were hoping for?
In general yes. I am a low risk client and because of unseen event like the pandemic, the war in Ukraine and now the war in the middle east Anthony has kept pace with events and kept my pension investments on an even keel to my satisfaction
What could they have done better?
There was some confusion at understanding the pluses/minuses of turning my pension into an annuity. It took me a long time to understand the risks / benefits of that action and come to a satisfactory decision
Anthony:
Thank you for sharing your experience and feedback. I appreciate your patience as we worked through the complexities of annuity options, weighing the benefits and risks to arrive at a decision that felt right for you. Retirement planning, especially amid changes like the shift from a final salary scheme to a defined benefit plan, is an important step, and I’m glad to have been there to support you from the beginning. Navigating unforeseen global events like the pandemic and geopolitical challenges requires a steady approach, and I’m pleased to know that our work together has kept your pension investments on a stable path that aligns with your low-risk preferences. Thank you again, Roger, for entrusting me with your retirement planning over the years—I’m here to continue supporting you.