I first approached Tony for remortgage advice when I was new to the local area, having located his details via a simple Google search. I was wary approaching Advisers this way, simply because I had no measure of their expertise, but I couldn’t have been in better hands.
Tony is a professional. He is proficient and a real expert in his field. His knowledge is excellent and his advice is always offered based on a range of considerations to ensure the product or service recommended is suitable for my needs and lifestyle. He is thorough in his questioning and will always explore various avenues, recommending the best solution every time and giving guidance throughout the process.
At the risk of sounding contrite, I would never consider approaching anyone else for financial guidance or support. It’s important to have a relationship with a Financial adviser that you can 100% trust and put simply, I do.
I have recommended Tony to friends who have received the same efficient service and I will recommend him again.
Louise, Nottinghamshire, Manager
I am completely satisfied with the service I’ve had from Tony. His knowledge is impressive, his manner pleasant and courteous and he has taken great pains to ensure that his proposals met my requirements. Very professional in all respects.
We’ve used Tony a few times now to renew our mortgage and get us the best deals, He does all the searching for you then comes and explains it in easy terms and gives you all the options, we wouldn’t hesitate to use Tony again in the future he is very helpful and easy to talk to with his friendly approach
Sophie Heesom, Leicestershire, MD
Tony has always been honest, reliable and realistic. He explains everything clearly and has our best interests in mind when assessing risk and providing recommendations for us. He always explains the costs involved and provides a warm, friendly professional service.
Rebecca, Nottinghamshire, Swimming instructor
Tony is very polite, punctual and honest. I have had other advisors who said it wasn’t possible, Tony was able to find a product highly adequate to my needs.
Wayne, Nottinghamshire, Decorator
My advisor was very flexible on appointment times. He was clear in his guidance on appropriate products and ensured that he did all possible research so that when the applications were made this could be done with confidence on my part. All the mortgages were subsequently offered without significant issue or delay. He kept me up to date with the progress of the application by telephone and email and answered all my calls and queries throughout the application process with patience and good nature.
Bridget, Nottinghamshire, Detective Sergeant (police officer)
Tony really took the time to understand my financial circumstances and requirements before sourcing the right products for me. He explained the options available thoroughly and did not try and rush me into making any decisions.
At our last review, the pension plan had performed better than predicted and Tony monitors my plan regularly to ensure it is best invested in line with the current market.
Sean, Nottinghamshire, Freelance procurement consultant
I have used Tony for mortgages twice and will always return to him when financial planning is required. I am always confident that he understands our needs and priorities and will work to get us the best deal to suit us. He explains the options clearly and always goes the extra mile to make sure we both understand the detail and that the options don’t just meet our current plans but also explains the future impacts to ensure we are as informed as possible. He keeps us regularly informed of progress and has always been flexible on the times to meet or discuss updates and options. I have in the past recommended Tony to other friends looking into their finances and always feel comfortable in doing so. Tony is friendly and approachable in his dealings with us while always showing his professionalism in the advice he gives.
Kevin, Nottinghamshire, Project Manager
Tony was excellent in his explanation of all our options, clear and concise. He was not ‘pushy’ and left all decisions to us and giving us time to think about the way forward. I would recommend him to anyone.
John Headland, Nottinghamshire
I have been a client of Tony since 2011 when a close friend highly recommended him. I find Tony to be very professional, approachable and genuine in all that he does. If we have any queries Tony comes back to us straight away with the answer. He is very knowledgeable in what he does and he is honest and genuine which is a very important quality to have. He is very thorough and informative with all the products he is offering, and explains things clearly if you don’t understand anything. I have and would continue to recommend Tony to friends and family who are looking for a financial adviser.
Laura, Nottinghamshire, Assistant Accountant
Tony advised me on my pensions and mortgage. I found Tony to be very professional and knowledgeable, but just as important Tony’s character is honest, trustworthy and very reliable. I wouldn’t have any hesitation in recommending Tony to someone who is looking for a financial advisor.
Tony gives sound advice with various options explained fully.
He is also proactive, informing us when new options are available or when it is time to review or current portfolio
John, Nottinghamshire, Director