Top Rated Firm 2026
6606 reviews | 53 verified advisers
Not a criticism of Tony as not his area, but the admin side has been a bit frustrating. Tony has got involved to help though
My wife and I needed advice on general finacial planning and future retirement planning
Tony's advice has been very clear. I am not very up to speed with financial things but Tony made everything clear and I understand what we are doing regarding our pensions and future plans
So far yes
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I wanted to manage my future
Good advice and helpful explanations
Yes
I'm totally satisfied
My Exsisting pension was coming to a close at my age 60 and I wasn't ready to retire.
Financial planning for the future and being able to (as much as you can) see shortfalls and events which effect my financial situation.
Yes
I needed structure, guidance, and professional advice
Helping me plan for the long term and keeping me grounded on how I can best achieve my financial goals
We are only two years in and I hope we will be partnering for much longer to see the outcomes
Nothing comes to mind (though I am slightly dismayed by his support for Yorkshire cricket!!)
I wanted to make the most of my pension / savings.
George has been a great ‘sounding-board’ and has listened extremely well to my wants and needs. His level of expertise and common sense are very re-assuring.
George’s help has way exceeded the outcome I was looking for.