Sandy Willison

Review from verified client

May, 2013

How has Sandy Willison helped you?

Sandy has given me advise with regard to my personal finances during the last five years. This has been an important time for me as I was approaching retirement and as a single parent I wanted to make the best decisions for all our futures. Our discussions are always practical and down to earth, I never feel reluctant to ask what may be a very basic question. The advice I have received has been sound and I am very happy with the decisions that we have jointly made. I have no hesitation in recommending Sandy to anyone who is an anxious new investor.

First impression from a user who is not yet a client

April, 2013

Please provide a brief comment about your experience with Sandy

Friendly and informative.

Sandy's reply

Thanks Anisha

Review from verified client

January, 2013

How has Sandy Willison helped you?

Sandy was very thorough and took time to explain how he works within 2Plan. He was also very personable and took the time to understand me, my family's needs and then explained his solution so that I understood why it was the right thing for me. He obviously cares about doing the best job for customers and I was completely happy with his service and would recommend him without hesitation.

Review from verified client

January, 2013

How has Sandy Willison helped you?

Sandy is friendly and approachable but also very professional. He knows his stuff and is constantly updating his knowledge of the best products on offer. He gives regular updates of how my portfolio is doing and is also prepared to put in the leg work on the administrative and 'maintenance' parts of the portfolio. What I also like is that he initiates ideas for me an suggests products that I may not have thought of for myself. I would thoroughly recommend him.

What could they have done better?

Nothing I can think of.

Review from verified client

December, 2012

How has Sandy Willison helped you?

Very approachable and easy to talk to.

Review from verified client

October, 2012

How has Sandy Willison helped you?

He was very attentive and explained everything in good detail. He subsequently followed up any queries with impressive haste. Overall, a very good service.

Review from verified client

October, 2012

How has Sandy Willison helped you?

I found Sandy Willison understanding, appreciate of our needs and concerns, and thorough in his research on our behalf. I would trust him implicitly.

Review from verified client

September, 2012

How has Sandy Willison helped you?

The attention to detail was excellent and the speed of the service also excellent. I am very happy that Sandy is looking after my portfolio and would not hesitate to ask his further advice about any queries that may arise.

Review from verified client

September, 2012

How has Sandy Willison helped you?

Sandy has been known to me and the small company i chair for about four years. We had what was for us a sizable sum which we needed to invest to obtain capital growth and at the same time produce income. He worked out a package for us which has performed better than we had reason to hope in the prevailing financial climate. Moreover he has been very assiduous in attending to any queries we have had and has recently been working with us to restructure our portfolio in investments. We first knew him through Barclays FP but were delighted to be able to retain his services on his move last year to 2Plan.

Review from verified client

September, 2012

How has Sandy Willison helped you?

I would vouch for sandy willison based on the service and advice that i have received in the last three years

Review from verified client

August, 2012

How has Sandy Willison helped you?

Sandy has a wealth of experience and his explanation of financial matters is clear and concise even for someone that is not familiar with the content.

Review from verified client

August, 2012

How has Sandy Willison helped you?

Punctual with appointments and very flexable with times. Meetings very informal and relaxed. Details of policies and financial planing explained very clearly with plenty of options and no pressure or rush to make any decisions. Always able to contact advisor if unsure of any details. Kept fully up to date regarding how the policies are performing.

Review from verified client

August, 2012

How has Sandy Willison helped you?

Sandy has advised me on financial matters for the past 18 months and has always explained things in a way that I could understand. He is always at the end of the phone or email, to deal with any concerns I have. He is approachable and always acts professionably. I wouldn't hesitate to recommend Sandy.

Review from verified client

August, 2012

How has Sandy Willison helped you?

Sandy came to see us four times and on each occasion answered all our questions and concerns. He he has been helpful, friendly and is always on the end of a telephone or email and is very quick to respond regardless of how trivial our enquiry may be. It has been and is a refreshing experience to be able to discuss money with a financial advisor who has his client's best interests at the forefront.

Review from verified client

July, 2012

How has Sandy Willison helped you?

Sandy provided me with investment advice and provided me a few options depending on what risk I wanted. Sandy had listened previously to my views on risk and had matched his options to them.