Everyl and Marian first started seeing Tony Bingham to discuss their tax position.
We have been clients of Tony over the last 4 months and have benefited from the advice given to us in developing a financial management plan to improve our tax position and put us on the path to enjoying a comfortable lifestyle in our retirement years. These recommendations have been based on his knowledge and skills with the backup of a team to carry out financial research for him and tailoring them to meet our unique circumstances.
He is quick to respond to our queries and prepared to spend time discussing and explaining risk assessments based on different asset classes of investments with us. His proactive approach to financial planning has already put us in a stronger position and with his help and advice we hope to build upon this foundation so that our future is financially secure. We feel that he is someone we can completely trust, and therefore have no problem in recommending him to any friends or colleagues.