Andrew's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 2 )
Pensions ( 92 )
Retirement income (annuities, drawdown) ( 57 )
Auto Enrolment ( 1 )
Investments and Savings ( 66 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 28 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 46 )
Financial Mentoring ( 8 )
Financial Coaching ( 6 )
Reviewers' assets
£500k+ ( 23 )
£200k - £500k ( 25 )
£100k - £200k ( 14 )
£50k - 100k ( 7 )
Up to £50k ( 3 )
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
From many years ago earning an income surplus that needed looking after, and having no inherent no desire to spend time becoming financially expert and acting upon it, this was entrusted to a local advisor until his planned retirement.
How has Andrew Wood helped you?
The initial long-term advisor, planning his retirement, extensively researched into a suitable successor company capable of offering both a good personal fit for his clients and employing more current practices leading seamlessly to the present relationship.
Have you seen the outcome you were hoping for?
Yes, so far as it is possible to judge in a relatively short time in a turbulent world.
Review
by a verified client in Derbyshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To continue pension and investment advice when the previous company was sold on to MKC
How has Andrew Wood helped you?
Advised on pension, drawdown, investmentS, IHT, spending, wills.
Have you seen the outcome you were hoping for?
A bit too early to say but at present all appears to be going in the right direction. Clear explanation has guided our decisions.
What could they have done better?
Nothing I'm aware of.
Review
by a verified client in Powys
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for advice on retirement planning with my personnal pension in mind
How has Andrew Wood helped you?
Yes
Have you seen the outcome you were hoping for?
Like anything the markets go up and down, but the advice has been excellent
What could they have done better?
Nothing I can think of
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for somewhere to invest for the future
How has Andrew Wood helped you?
He’s been there for any issues that I’ve had concerns about
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Everything was perfect
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a direction with my pension. Andrew was excellent in providing me with clear advise.
How has Andrew Wood helped you?
Looked at risk. Which has performed reasonably considering worldwide events.
Have you seen the outcome you were hoping for?
Yes, we looked at my last years performance. Was pretty clear on what was we expected.
What could they have done better?
Not really, I was happy with what we discussed. Only thing I wasn't happy about, was Andrew will pass my file over to a desk top phone call. Our meetings I enjoyed, thank you, He has excellent knowledge on the market.