Andrew Mackenzie-Shapland

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

Review of Mortgage product initially.

How has Andrew Mackenzie-Shapland helped you?

Andrew explained our financial options available. Following this he sourced 2 great mortgage products.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I would like a complete document of my financial situation which I go through annually at a fixed rate. Something like an annual Financial Health Check which could last 30 minutes just to keep on top of things.

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

Change to my pensions and advice on my finances.

How has Andrew Mackenzie-Shapland helped you?

Excellent and grounded advice. guided me in the advised direction which has turned out to be a very good option.

Have you seen the outcome you were hoping for?

Yes,.

What could they have done better?

genuinely nothing. he was very helpful and knowledgible

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

We were 1st time buyers.

How has Andrew Mackenzie-Shapland helped you?

Advised us which type of mortgage was best and found us the best one for us.

Have you seen the outcome you were hoping for?

Yep. We could afford to buy a house.

What could they have done better?

Nothing. We don't live locally and he was on the end of the phone whenever else needed him and was really good at explaining things I'm terms I understood.

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

After beginning work I consulted Andrew on the best options for my pension. This was dealt with quickly and clearly and meant when I was purchasing my first home 2 years later, I returned to him for advice. Once again, Andrew was most helpful, ensuring I understood everything about the mortgage and was able to offer help and advice throughout the process.

How has Andrew Mackenzie-Shapland helped you?

Andrew offered clear and concise advice, going the extra mile in order to ensure that my mortgage application progressed smoothly and efficiently.

Have you seen the outcome you were hoping for?

I was made clear on the outcome during the entire process - and the advice suited my needs. I eventually got the products that were best suited for me and I continue to be more than happy with the advice and help Andrew has provided.

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

Needed financial advice.

How has Andrew Mackenzie-Shapland helped you?

He took time to listen to my financial needs and came back with extremely competent, well thought through advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I have dealt with many FA's through my work and Andrew has been the only person that I have recommended to friends and family.