Tony's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 5 )
Pensions ( 132 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 92 )
Investments and Savings ( 161 )
Pension Transfers - Non Specialist ( 28 )
Inheritance Planning ( 86 )
Long Term Care ( 15 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 55 )
Financial Mentoring ( 11 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 38 )
£200k - £500k ( 44 )
£100k - £200k ( 15 )
£50k - 100k ( 6 )
Up to £50k ( 4 )
Repeat review
by a verified client in Buckinghamshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Tony Byrne helped you since your last review?
Was very supportive when I needed to use some of my pension for health reasons. Was able to reassure me that my pension was still in a good place going forward which was very reassuring.
Tony:
Hi Kristina, Many thanks for your kind review. This means a lot to us. As a boutique firm of Chartered Financial Planners, you are more than welcome to contact me anytime you need our help. It’s always a pleasure advising you and we look forward to your next annual review meeting. Best regards TonyRepeat review
by a verified client in West Midlands
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Tony Byrne helped you since your last review?
Continued to give excellent advise
Tony:
Hi Phil, Thank you so much for leaving such a generous review. As a boutique firm of Independent Financial Advisers, we’re able to help with Wills and LPAs, as well as pensions, investments and inheritance tax planning. It’s always a pleasure serving you. Best regards. TonyRepeat review
by a verified client in Buckinghamshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Tony Byrne helped you since your last review?
Have not been in contact since last review
Tony:
Hi Tony, Thank you for taking the time to leave a review. As local Independent Financial Planners, you are more than welcome to contact me anytime you need our help with your investments and pensions. We look forward to your next annual review meeting. Best regards. TonyRepeat review
by a verified client in Bedfordshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Tony Byrne helped you since your last review?
By meeting with me and going through my investments with me. Which is very reassuring.
Tony:
Hi Pat, Many thanks for taking the time to leave a review. As a family office in Milton Keynes, I cannot begin to tell you how important it is to receive your feedback. I truly appreciate it. It’s always a pleasure advising you. Best regards. TonyReview
by a verified client in Northamptonshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have used Tony and Wealth & Tax for many years, having inherited some investments from a parent, and then finding myself managing them badly in the 2007/8 financial crisis.
How has Tony Byrne helped you?
He has helped me to keep my funds in less volatile investments, and to manage their long-term performance so that they retain their value, plus a bit, and make sensible use of ISAs, SIPPs, etc.
Have you seen the outcome you were hoping for?
On the whole, yes. Obviously the last few years have been challenging for everyone, but over the long term my 'retain value, plus a bit' goal has been achieved.
What could they have done better?
The investment platforms they have used tend to produce rather over-whelming quantities of paper reporting, while at the same time still managing to make it quite hard work for the non-professional investor to keep an eye on performance - quanitity of information at the cost of simple clarity,
Tony:
Hi John, Many thanks for your kind review. This means a lot to us. As a boutique firm of Chartered Financial Planners, you are more than welcome to contact me anytime you need our help with your investments and pensions. It’s always a pleasure advising you. Best regards. Tony