Client Testimonials

“I first met with Anthony because I needed help with a number of financial matters, including investments tied to my mother’s estate and the sale of a rental property. Initially, I felt quite wary - finance felt overwhelmingly complex, and I wanted to be sure I was making sound decisions. Over the years, Anthony’s calm and thoughtful manner built my trust.

He’s never pushy but instead listens, reflects, and offers well-considered advice. I appreciate the stress-free way he engages with me and the confidence that comes with regular reviews to ensure everything remains suitable. I’d recommend this service to anyone needing long-term financial planning that’s as reassuring as it is effective.”

“Back in 2015, after downsizing, Anthony helped my late husband and me reinvest the excess funds. Since then, and especially since becoming a widow, he’s been a steady, supportive guide. My biggest concern was not knowing who to trust, but Anthony always explains things clearly and never rushes decisions. He’s approachable, respectful and easy to talk to.

It’s also been lovely to speak with Jo. She’s always friendly and helpful, and I really enjoyed meeting her. It’s the personal touch from the whole team that makes a real difference. If you’re not financially savvy or feel vulnerable, I would certainly recommend Holroyd Wealth Management.”

“We were looking for a secure and sensible way to invest for our future, but didn’t know where to start. Anthony took the time to really understand us, explained everything so we could understand it. After a series of initial meeting him, we went ahead with Holroyd Wealth Management, and we’re very glad we did. The results have been as we’d hoped, and it feels much better to have got things working better for us than just keeping it in savings accounts. If, like us, you don’t have much financial knowledge but want trustworthy advice we’d certainly recommend.”

“After retiring to the South-West, I needed a smaller, local financial adviser who offered a more personal approach than the large firm I’d been with. I’m hands-on with my investments, so it was essential to find someone collaborative. Holroyd Wealth Management offered exactly that personalised service, but backed by solid experience.

We speak as often as needed, and have thorough face-to-face reviews twice a year. I’ve already seen strong results, even in a tough market. I’d particularly recommend them for those planning retirement who want a real partnership, not just a portfolio.”

“Like many, we’d kept personal pensions overseen through a larger financial advisory firm—never really noticing the high charges that were regularly deducted. After several discussions, it became clear that one of the pensions could be moved, significantly reducing the charges and, based on the same quality of portfolio management (if not better), achieving improved flexibility and value. There were other financial benefits too, such as avoiding large one-off fees on reviews or withdrawals—meaning more money stays in the fund.

At the same time, a second pension was reviewed thoroughly. Time was taken to understand needs and values, and after careful research, the recommendation was to leave it where it was. The honest and objective advice was greatly appreciated, especially knowing a transfer could have benefited the adviser commercially. That level of integrity stood out.

The communication was clear, proactive, and professional. Everything was explained thoroughly, including what could and couldn’t be delivered. It’s been a refreshingly personal and trustworthy experience—and one that has left us feeling our financial future is in safe hands.”

“I had some money that I wanted to invest and hoped it could grow to support my retirement. I wanted to do this in a way that was kind to the planet. Sustainable investing was important to me, but I didn’t feel knowledgeable enough to make those decisions on my own.

When I first met Anthony, his friendly, caring and professional manner immediately stood out. He took the time to really understand my priorities and guided me through investment options that aligned with my values. I’ve been very pleased with the sustainable investment choices made on my behalf, and I trust his judgement completely.

Anthony’s kindness and consideration made the process feel very personal. I’ve gained not only thoughtful financial advice, but genuine peace of mind—knowing that my money is working towards my future in a way that also reflects what I believe in. If you want to invest in a way that feels right for both your finances and your principles, this is the kind of service you want.”

“After inheriting a lump sum, we needed help making smart, tax-efficient investment choices so we could retire early. We’d known Anthony for a number of years and trusted him to give honest, personalised advice. He took the time to understand our goals and talked us through everything, always making sure we were happy with the decisions.

One thing we found really helpful was the cashflow planning. It showed us how long our savings and pensions might last, which helped us feel a lot more confident about retiring when we wanted to.

His calm approach put us at ease throughout. We now feel more relaxed and positive about our finances. If you want to be treated as individuals, not just a number, and get advice from someone who listens, we wouldn’t hesitate to recommend Anthony. We already have, to family and friends.”

“I wanted to make my money more stable and reduce the impact of tax, especially inheritance tax. My main worry was being overcharged or pressured. Anthony is friendly, knowledgeable and always on time! Nothing was too much trouble for him. He helped me understand all aspects of my finances and gave me real peace of mind. For anyone unsure about their financial direction, this service offers guidance you can trust.”

“Navigating retirement, I needed guidance to make the most of my pensions and savings without losing sleep over the risks. I’d worked with Anthony before and appreciated his balanced, thoughtful approach. He helped us map our goals, review options, and feel in control without being overwhelmed. It’s not just financial advice, it feels like a true partnership. Everything is explained clearly, and it’s reassuring to have someone genuinely looking out for us. If you want a long-term relationship built on sound advice and trust, Holroyd Wealth Management is it.”

“We were seeking better performance on our investments and a more personal service than our bank provided. We’d known Anthony through the bank, and always appreciated his calm, knowledgeable approach. When he started Holroyd Wealth Management, we were quick to reconnect and we’re glad we did. He reviewed our entire financial picture, helped clarify our goals, and implemented solutions that made sense. It’s reassuring to work with someone who genuinely understands us. If you’re looking for clear, thoughtful advice with a personal touch, look no further.”