Philip Andrews

First impression from a user who is not yet a client

April, 2024

Please provide a brief comment about your experience with Philip

Phillip provided me with excellent advice that helped me confirm my plans for retirement. He made it easy to understand and gave me the confidence I needed to make this big step into the future. Thank you so much, Phillip. Couldn’t have done it without you.

Philip's reply

Thank you so much for taking the time to leave such a lovely review Jacqui. It was a pleasure assisting you with your retirement plans, and I'm thrilled to hear that my advice helped confirm your decisions and give you confidence in your future steps. Retirement planning can often feel overwhelming, but my goal is to provide clarity so that clients like yourself can move forward with assurance. If you have any further questions or need assistance in the future, please don't hesitate to reach out. Wishing you all the best in this exciting new chapter of your life!

First impression from a user who is not yet a client

April, 2024

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Philip was brilliant, he explained very clearly all my options in relation to phased retirement and my financial position before and after full retirement. I was so grateful as I could follow what he was say . Thank you so much

Philip's reply

Thank you so much for your kind words and taking the time to share your experience Michelle. I'm thrilled to hear that you found our discussion on phased retirement and your financial situation helpful and clear. It was my pleasure to assist you in understanding your options. If you have any further questions or need assistance in the future, please don't hesitate to reach out. Thanks again.

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

Wife retired and received a consultation from her union.

How has Philip Andrews helped you?

Investments for pension lump sums

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything was done efficiently

Philip's reply

I'm grateful for your feedback Roy and pleased to have helped you both effectively with your pension investments. Your positive outcome is what we strive for, and I'm glad we could deliver efficiently. Thank you for putting your trust in me and I look forward to assisting you further in the future.

First impression from a user who is not yet a client

March, 2024

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I contacted Philip Andrews for financial advice regarding retirement benefits and found him to be so helpful and explained everything so carefully to me. He went through everything in fine detail and even helped me complete a complicated form. I was very impressed and grateful for his amazing advice and support.. thank you so much. Highly recommend!!

Philip's reply

Thank you very much for taking the time to share your positive experience with us! We're delighted to hear that you found our consultation helpful and that I could assist you with your retirement benefits. It's fantastic to hear that I was able to provide you with clear explanations and walk you through all the finer details. Your kind words mean a lot to me, and I'm grateful for the opportunity to have supported you in your financial planning journey. If you ever have any further questions or need assistance in the future, please don't hesitate to reach out. Wishing you all the best in your retirement!

First impression from a user who is not yet a client

March, 2024

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I would highly recommend Philip to anyone looking for honest and informative advice about retirement planning.

Philip's reply

Thank you so much for your five star review Judi! I am thrilled to hear that you found the advice informative and that you left feeling more confident in your retirement planning options. Thanks again.

First impression from a user who is not yet a client

March, 2024

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Thanks to Philip’s help I am now much clearer about where I stand as regards my pension options; he explained things thoroughly and clarified many points of which I was unsure. Great guidance - thank you.

Philip's reply

Thank you Danny for taking the time to share your thoughts regarding our recent discussion about your pension options. I'm thrilled to learn that I was able to provide clarity and assist you in navigating through what can often be a complex subject matter. If you have any further questions, please don't hesitate to reach out. Thanks again.

First impression from a user who is not yet a client

February, 2024

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I learned valuable information from my session with Philip. He answered all my questions and cleared up any confusion that I had making it much easier for me to make important decisions about my future.

Philip's reply

Thank you so much for taking the time to share your positive experience, Rosalynd! I am thrilled to hear that you found your consultation not only informative but also helpful in providing clarity for your future decisions. I take pride in ensuring that all questions are thoroughly addressed and any confusion is resolved, so it's wonderful to hear that I succeeded in doing so for you. If you have any more questions or require additional assistance in the future, please don't hesitate to reach out. Thanks again.

First impression from a user who is not yet a client

February, 2024

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very good with good ideas to follow up

Philip's reply

Thank you for your 5* review, Linda. I am delighted to hear how impressed you were with how your consultation went. Thank you once again.

Review from verified client

January, 2024

What were the circumstances that caused you to initially look for an adviser?

We were retiring from teaching.

How has Philip Andrews helped you?

He has given us advice and invested our lump sums

Have you seen the outcome you were hoping for?

Yes, we are pleased with the return on our portfolio

What could they have done better?

We are very pleased with Phillip's work for us

Philip's reply

Thank you, Judith and Malachy, for this wonderful 5* review! I really appreciate you taking the time to share your positive feedback. I'm delighted that I have been able to help you both plan for your future and make decisions that will benefit you long-term. Thank you for putting your trust in me. It has been a pleasure to support you both, and I look forward to continuing this positive relationship. Thanks again.

First impression from a user who is not yet a client

December, 2023

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Extremely informative, professional and conducted in a friendly manner.

Philip's reply

Thank you for the 5* review, Paul. I am delighted to hear how impressed you are with your experience at Platinum. I look forward to helping you in the future. Thanks again!

First impression from a user who is not yet a client

November, 2023

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A very friendly and professional review from Philip and co workers .

Philip's reply

Thank you for a great 5* review, Seamus. I am delighted to hear how impressed you are with your experience at Platinum. You could have chosen any financial adviser in Belfast so I am glad you chose me! I look forward to helping you in the future. Thanks again!

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

I have reached retirement age and needed help understanding my pension statement and to give me an idea of what my lump sum and monthly pension would be.

How has Philip Andrews helped you?

As I don't have a background in finance and was quite nervous about retiring wondering if I could afford to retire, Philip clearly explained all my options. From the first meeting he explained the workings of the pension statement giving me a good understanding of the figures on the pension statement and how much I would receive. Philip was able to clearly explain all my options with regards to my pension. He has also given me advice on how to invest money for my grandchildren.

Have you seen the outcome you were hoping for?

Yes, I feel more confident in making financial decisions with regards to my pension due to Philip's detailed and clear advice.

What could they have done better?

Nothing a very good service.

Philip's reply

Thank you Moira for taking the time to complete a review. I very much appreciate it. I am pleased to hear that you have found my communications clear and easy to understand, and that by working together, you are now feeling more confident about your financial future. It has been a pleasure to support you, and I look forward to continuing this relationship. Thanks again.

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement

How has Philip Andrews helped you?

Yes very much so. Philip has guided me through the various financial options in planning for my retirement. Clear explanations and I feel confident to trust his advice.

Have you seen the outcome you were hoping for?

Yes

Philip's reply

Thank you for your lovely review, Pam! I really appreciate the positive feedback. I am glad to hear that you have found the advice clear and that this has given you confidence that you are on track to meet your goals. It has been a pleasure to support you and I look forward to continuing this positive relationship. Thanks again.

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

I needed to find out when I could retire from my jib.

How has Philip Andrews helped you?

Philip helped me understand all i needed to know in a very clear, easy to understand way.

Have you seen the outcome you were hoping for?

Absolutely and Philip 's predictions were exactly as it all turned out.

What could they have done better?

Nothing, he was brilliant. He gave me all the information i sought and was very helpful.

Philip's reply

Thank you for your wonderful review Angela, I really appreciate you taking the time to share your positive feedback. I am delighted to hear that you have found our interactions clear and concise and that you have seen the outcomes you were hoping for. I am also so grateful that you would feel comfortable recommending my services in the future. It has been a pleasure to support you, and I look forward to continuing this relationship. Thanks again.

Review from verified client

August, 2023

What were the circumstances that caused you to initially look for an adviser?

Needed a new modern forward looking approach to financial planning

How has Philip Andrews helped you?

Put pension funds together from different sources and provided a balanced portfolio of investment areas

Have you seen the outcome you were hoping for?

Yes

Philip's reply

Thank you for your review Charles, I really appreciate you taking the time to share your positive feedback. It has been a pleasure to support you, and I look forward to continuing this relationship in the future. Thanks again.

First impression from a user who is not yet a client

July, 2023

Please provide a brief comment about your experience with Philip

Philip walked me through my pension statement, thoroughly explaining what it entailed. He calculated predicted figures for a future lump sum, as well as monthly and yearly amounts. Nothing was too much bother; Philip answered all my questions with the utmost professionalism.

Philip's reply

Thank you so much for your lovely review, Joy, I really appreciate you taking the time to share your feedback. Delighted that you have had such a positive experience here at Platinum and I look forward to helping you in the future. Thanks again!

Review from verified client

July, 2023

What were the circumstances that caused you to initially look for an adviser?

My contact in the past was Alan Tolson and when he retired Philip has proved most helpful and understanding.

How has Philip Andrews helped you?

Philip helped to review my pension and investment plan.

Have you seen the outcome you were hoping for?

Yes

Philip's reply

Thank you for taking the time to leave such lovely feedback, Wendy! It is very much appreciated. I am delighted to hear that you have found our interactions helpful and that you feel you have seen the outcomes you were hoping for. It’s been a pleasure to support you and I look forward to seeing how our positive relationship continues in the future. Thanks again.

Review from verified client

July, 2023

What were the circumstances that caused you to initially look for an adviser?

Received a private pension as part of a divorce settlement & needed advice on where best to put it.

How has Philip Andrews helped you?

Philip gave me advice on where best to have my pension & since doing so he has always been readily available to giveme advice & help when needed. As my understanding of financial mattera hadbeen limited Philip always takes the time to explain things to me concisely & in a way I understand.

Have you seen the outcome you were hoping for?

Yes

Philip's reply

Thank you Wendy for taking the time to complete a review. I very much appreciate it! I am pleased to hear that you have found my communications clear and concise, and that by getting your pension in the right place you now feel confident that you on track to achieve your financial goals. It has been a pleasure to support you, and I look forward to continuing this relationship in the future. Thanks again.

Review from verified client

July, 2023

What were the circumstances that caused you to initially look for an adviser?

My husband passed away in November 2013 and as well as that I decided to retire from teaching. This company has a terrific reputation for dealing with teacher's pensions so I decided to invest with them.

How has Philip Andrews helped you?

Philip's predecessor, Alan Tolson was my main point of contact but since his retirement Philip has kept me well informed.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

Nothing as far as I'm concerned.

Philip's reply

Thank you, June, for this wonderful 5* review. I really appreciate you taking the time to share your feedback. It has been lovely getting to know you since I took over from Alan and I am delighted to hear that I have been able to successfully support you in dealing with your pension and investment planning. It is really lovely to hear that we have such a positive reputation in dealing with teacher’s pensions. We have long-standing relationships with our union partners and aim not only advise on your financial plans; but to improve your overall financial understanding. We believe that the better informed you are, the more empowered you will feel. It has been a pleasure to support you, and I look forward to continuing our positive relationship. Thanks again, June.

Review from verified client

July, 2023

What were the circumstances that caused you to initially look for an adviser?

My union is affiliated to this service.

How has Philip Andrews helped you?

Philip has provided excellent advice and helped us invest our money wisely.

Have you seen the outcome you were hoping for?

Not yet, but that is because of factors affecting world markets. I have confidence this will change over time.

What could they have done better?

I can’t think of anything they could have done better.

Philip's reply

Thanks for this brilliant 5* review Sharon! It is very much appreciated. It is really pleasing to hear that you have found my advice useful and that you really value the investment planning that we provided. With recent factors affecting the world markets, it has been difficult for us to see the outcomes we were hoping for. However, given your plans are based over the medium to long term we have confidence that we can help you achieve your goals. It has been a pleasure to support you both and I look forward to seeing how this positive relationship continues in the future. Thanks again.

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Pension funds

How has Philip Andrews helped you?

Yes

Have you seen the outcome you were hoping for?

Not at the moment

What could they have done better?

Not sure

Philip's reply

Thank you, Andrew, for taking the time to leave such lovely feedback. I really appreciate it. I am delighted to hear that you have found my advice clear and you are confident that you are on track to achieve your financial goals and that you would consider recommending my services in the future. I fully appreciate that with recent market performance you haven’t yet seen the outcome that you would like from your investments. We will continue to review your plans to ensure that over the medium to long term we can help you achieve your goals. In the meantime, I hope that our regular communications explaining what’s happening in the wider economy and its impact on market performance have provided some support and reassurance. It has been a pleasure to support you, and I look forward to continuing this positive relationship in the future. If I can be of any further assistance please let me know. Thanks again.

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Due to my lack of skills and awareness to invest my savings

How has Philip Andrews helped you?

Yes Phil has been very helpful

Have you seen the outcome you were hoping for?

No I have lost money for the last three years

What could they have done better?

Possible a bi annual review rather than an annual review.

Philip's reply

Thank you, John, for taking the time to leave your feedback. I really appreciate it. You mentioned in your feedback about biannual reviews. I wanted to let you know that Platinum offer different service levels, one of which is a biannual review. If this is something that you would like to explore further, please let me know and I can arrange to give you a call. I’m happy to hear that you found my advice clear and helpful and that you feel comfortable talking about your other areas during our meetings. It has been a pleasure to support you and if I can be of any further assistance please let me know. Thanks again, John.

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

I wanted advise on my pensions

How has Philip Andrews helped you?

Phil advised me on every step of the way and was extremely informative on the advise given.

Have you seen the outcome you were hoping for?

Yes initially. Then due to the world markets my pension has dropped over 12%

What could they have done better?

Perhaps kept in touch with me more advising that this would happen and what to do or not to do next

Philip's reply

Thank you, Garry, for taking the time to leave such lovely feedback. I really appreciate it. Thank you for letting me know that you would value more communication particularly given the current economic climate. Sharing our insight and experience more regularly throughout the year was something we identified could help support and reassure our clients particularly in turbulent times. Over the last 6 months we have been working hard to introduce more communications explaining what’s happening in the wider economy and its impact on market performance. I can arrange for these updates to be sent if you haven’t already received them and if you would like to chat to me further about this, just let me know and I can arrange to give you a call. I’m happy to hear that you found my advice informative and that you feel confident you are on track to meet your financial goals. It has been a pleasure to support you and if I can be of any further assistance please let me know. Thanks again, Garry.