He was very knowledgeable about the different options, and patiently discussed it all with me, including the level of risk that I was willing to take. He literally explained every aspect of it to me, in a way that I could understand it, having never invested money before. During our meeting (while discussing my general financial situation) I told him that I also had two pensions with previous employers and he has helped me to find and consolidate these pension "pots" into my investment. I felt that Tony had a very holistic approach to my financial situation, but there was never any question of any kind of hard sell. It was more a question of whether there was anything else he could help me with. I feel very relieved to have it all sorted out!
Tony patiently explained each type of Equity Release that was available to me. The whole process was made smoother by his helpful knowledge and recommendations.
Barbara W, Swindon
Tony took his time and looked through what we already had in place and what we needed to give us peace of mind. It is always about balance with insurance and we feel we found this.