Andy's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 2 )
Pensions ( 39 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 36 )
Investments and Savings ( 57 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 18 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 43 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 13 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
£50k - 100k ( 5 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Surrey
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Andy was assigned as my financial adviser after my portfolio was transferred into his company
How has Andy Macguire helped you?
Preparing pension
Have you seen the outcome you were hoping for?
Yes and have regular reviews
What could they have done better?
All good.
Andy:
Thanks for taking the time to leave a review, it is hugely appreciated.Review
by a verified client in Hampshire
6 days ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
I was in a company pension scheme which came with an advisor so have always carried on with them
How has Andy Macguire helped you?
He has always given me very knowledgeable and sound advice
Have you seen the outcome you were hoping for?
Very pleased especially when you consider today's turbulent markets
What could they have done better?
Nothing
Andy:
Thanks so much for taking the time to leave a review it is hugely appreciated.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?
Takeover
How has Andy Macguire helped you?
yes
Have you seen the outcome you were hoping for?
yesi
What could they have done better?
information re charges
Andy:
Thanks for taking the time to leave a review. It is much appreciated, and I look forward to our continued work together on your retirement planning in the New Year.Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We are long-term clients of Andy's firm, Shackleton's. We know enough about financial matters to realise that we need professional advice!
How has Andy Macguire helped you?
Excellent advice on long-term financial planning, particularly for end-of-life care. Equally useful "tactical" advice on eg, using CGT allowances and use of a personal pension pot.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nil.
Andy:
Thanks so much for taking the time to leave a review. I look forward to our next planning meeting in the New Year.Review
by a verified client in Middlesex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning and advice
How has Andy Macguire helped you?
Andy Macguire has really helped me with his extremely clear and professional advice regarding my Financial Planning, Investments / Savings, Pensions and retirement income
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am extremely happy with everything Andy Macguire has done for me
Andy:
Thanks so much for the feedback. It is hugely appreciated.