Tony Pound - Oxford

Sara L.

Tony was very helpful when dealing with my elderly mum - visiting her at her home, responding to any queries speedily and explaining the process and how everything works in a clear and understandable way which was very reassuring when new to investing. Thanks Tony!

Chloe W.

My partner and I got recommended Tony by a family friend and from our first emails, he has been very helpful. He gave us great information about mortgages and happily answered any questions we had - as first time buyers there were a lot of them. He has continued to help us with the whole process and offered us advice and guidance so that we feel more at ease with a process that we knew nothing about before we met Tony.

Sue M.

We found Tony extremely helpful and professional throughout the whole process.
He talked us through in detail every step of the way so we understood fully what was happening.
We were fully informed of formalities from the initial inquiry to the end result.
We couldn't recommend Tony Pound enough.
Thank you
Mr and Mrs McIntyre

Mandie P.

Tony has put my mind at ease, explaining what he proposed in detail so that I was able to understand it. Even following up with emails and texts to make sure I was happy. I feel totally at ease knowing that Tony has my best interests in mind. I was initially worried about pensions, bank accounts and leaving money to my family without them having to pay ridiculous inheritance tax. Tony is helping to sort it all.

Mary C.

My initial consultation with Tony was exactly what I was hoping for: he spent two hours chatting sensitively to me about all the elements of my financial situation and what I needed advice on. He showed great empathy as well as professionalism and expertise. I'm very confident that he will able to advise me on all the matters we discussed and I will definitely go ahead with working with him on my financial plans for the future.

Liz H.

Tony returned my initial call promptly and arranged a consultation within a few days after I completed the information gathering forms via a secure link. Based on the information I provided Tony gave me professional financial advice taking into account my current situation and future plans. Tony worked hard at sourcing appropriate products and communicated well throughout our dealings. I will be following up my involvement with Tony once I am in a position to proceed with suggested investments. Many thanks for all your help and hard work.

Mary F.

Tony was really quick to respond to my query and offered to set up a call the next day. He gave clear and helpful advice on the financial implications of a slightly complex planned house-move and was also able to recommend an accountant I could get in touch with for further advice. I'd certainly seek his advice again and wouldn't hesitate to recommend him!

Emily T.

I’m a 41-year-old freelancer and I contacted Tony because I’d been feeling generally uncertain and unconfident about my strategies for savings and investments for the medium and long term. I’m so glad that I reached out. In advance of our free consult, Tony shared a helpfully detailed template for me to complete, providing an overview of current income, outgoings, and assets, as well as my current state of health and my priorities and aspirations.

Tony then gave his time generously on our Zoom call, helping me explore what’s going on for me right now in connection with my finances and my work/life structures more broadly, and what I should or shouldn’t be doing differently in the near and further future. I came away with all my specific questions (e.g. about investment decisions) answered, and also with a really encouraging sense that I’m basically on the right track with everything.

Thanks to Tony’s post-session email summary and an itemized net-worth statement in PDF form, I now have a clear outline of the status quo and a simple set of action points to follow: things to do right now (max out my ISA allowance for the year!) plus things to definitely or maybe do once specific other factors change.

Finally, I was very grateful that Tony gave me a clear overview of the investment review and retirement planning services he offers (including rough costs) that might be relevant to me in the future, with no pressure to book them unless and until the time is right.

Tony’s lifestyle-oriented approach—focused on how to make your money work for you in creating the kind of life you actually want to live—resonated with me. His approach and expertise, his open and engaging manner, and his overall professional integrity together mean that I would not hesitate to entrust my financial affairs to him in the future.