If you are looking for tailored financial advice about how to prepare (financially) for retirement, look no further than Tony. After just a one hour initial consultation, I now have a clear plan on how to fill the small gap between the money that I have to retire on and the money that I need to retire on. Tony’s approach is thorough, patient and understanding – everything that you need a financial planner to be. He asked me exactly the right questions and very quickly came up with a number of options that I have now implemented. Talk to Tony now, before it’s too late!

I had a couple of pensions and wanted to be able to put the pensions into the most profitable scheme and draw down money in the most cost efficient way. Tony did a full financial review of my circumstances, including my aspirations, and came back with some options, including what has turned out to be a very effective new pension

I had a long financial advice session with Tony and to be honest I wish I’d found him years ago! Not only did he help me unravel my current situation, he also gave me some practical steps that could be actioned right now. He broke everything down into achievable tranches, and immediately took away the feeling of huge overwhelm I had around financial planning for the now and the future. He listened with complete empathy and tailored everything to help my personal situation. There was no jargon, no complicated advice, just an easy comfortable environment that he created, which immediately put me at ease. Would highly recommend!

Tony Thomas was first referred to us by a friend and, after his initial visit, we agreed to take his advice. Since then our investment has grown in line with his estimates. Further investments have been made and we are delighted with their performance too. Tony has always been prompt in responding to our queries and has never pressured us into a decision. His advice has been invaluable and we have no hesitation in recommending him.