Reviewed for

Insurance and Protection ( 14 )

Mortgages ( 34 )

Pensions ( 20 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 16 )

Pension Transfers - Non Specialist ( 3 )

Inheritance Planning ( 2 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 4 )

£100k - £200k ( 1 )

£50k - 100k ( 7 )

Up to £50k ( 20 )

Client reviews

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Devon

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.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Devon

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

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

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.

Andrew's reply

Hi Louise, Thank you for taking the time to review our services it is greatly appreciated. I look forward to speaking with you in the near future, Best, Andrew

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Devon

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.

Andrew's reply

Hi James, I look forward to our upcoming review. Many thanks for all of your kind words, Best, Andrew

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

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.

Andrew's reply

Hi Paul, I hope you guys are keeping well? Many thanks for leaving great feedback and thank you for all of your ongoing support, Best Wishes, Andrew

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Devon

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

A variety of advice/assistance required.

How has Andrew Mackenzie-Shapland helped you?

He helped me make decisions in a professional manner.

Have you seen the outcome you were hoping for?

Yes.

Andrew's reply

Hi Ed, I hope you are well on your way to full recovery? I look forward to catching up with you very soon, All the best, Andrew

Review from verified client

March, 2016

Overall

Advice

Value

Service

Based in Devon

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

Purchasing a house.

How has Andrew Mackenzie-Shapland helped you?

With the Mortgages and related arrangements.

Have you seen the outcome you were hoping for?

yes.

Andrew's reply

Hi Hun, I was really chuffed that you left a review especially given how busy you are at the minute. I look forward to catching up soon, Best, Andrew

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Devon

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

I needed someone to consolidate all my pensions into one and give me the best single policy.

How has Andrew Mackenzie-Shapland helped you?

Andrew understood my needs and just got the job done.

Have you seen the outcome you were hoping for?

Yes, all my pensions are now in a singular place.

What could they have done better?

Nothing

Andrew's reply

Hi Ben, I hope you had a great Holiday. Many thanks for the positive feedback, Regards, Andrew

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Hertfordshire

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

Needed help transferring my pension to a SIPP and also sorted a new mortgage.

How has Andrew Mackenzie-Shapland helped you?

Advice, guidance, knowledge etc.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Andrew's reply

Steve, I know you are very busy and I am very grateful for your comments, speak soon, Best, Andrew

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Devon

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

Change of employment and the wish to fund a mortgage deposit.

How has Andrew Mackenzie-Shapland helped you?

By offering various solutions to ensure the house purchase was possible. He also reviewed our pension position and gave easily understood and meaningful information.

Have you seen the outcome you were hoping for?

Completely.

What could they have done better?

It is difficult to identify an improvement which could be made. He was flexible when making appointments and has an easy, comfortable meeting style. He is more than happy to clarify points if required and to look for alternative solutions for clients to consider.

Andrew's reply

Wendy, I really appreciate all of the feedback that you have left and I look forward to speaking with you in the near future, Best Wishes, Andrew

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Devon

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

Inheritance.

How has Andrew Mackenzie-Shapland helped you?

Most helpful suggest some good investments.

Have you seen the outcome you were hoping for?

Yes very happy.

What could they have done better?

He covered all aspects could not be better

Andrew's reply

Hi Steven, Many thanks for taking the time to leave such positive feedback, Best Wishes, Andrew

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Avon

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

2nd home mortgage.

How has Andrew Mackenzie-Shapland helped you?

Professional service from initial consultation to completion of mortgage. Andrew's comprehensive knowledge of the market enabled a fast track application of the correct mortgage in order to satisfy both client and lending criteria to ensure a successful outcome.

Have you seen the outcome you were hoping for?

The desired outcome achieved in accordance with the prerequisite time, cost and performance goals.

What could they have done better?

N/A. Excellent service that meet all expectations.

Andrew's reply

Hi Nolan, I'm really chuffed with the review that you left me and it was a pleasure to act for you, Kindest Regards, Andrew

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Devon

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

Help with mortgages and pension planning.

How has Andrew Mackenzie-Shapland helped you?

Good solid advise.

Have you seen the outcome you were hoping for?

Yes all good.

What could they have done better?

No

Andrew's reply

Hi Richard, Many thanks for taking the time out to review our service it is greatly appreciated, Best, Andrew

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Devon

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

Remortgaging and future financial planning.

How has Andrew Mackenzie-Shapland helped you?

Andrew was very supportive and provided honest opinions and advice as to what would benefit me personally rather than just a generic response.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Andrew's reply

Hi Jon, Firstly many thanks for leaving a review and secondly thank you for all of your ongoing support, Best, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

Multiple reasons including mortgages, income protection, life insurance, financial planning for the future.

How has Andrew Mackenzie-Shapland helped you?

Excellent advice. Realistic planning taking into account current situations with maternity leave/young children and career paths. Identifying where we need to strengthen our savings and how best to invest for the future.

Have you seen the outcome you were hoping for?

Still working towards completion of our property and planning ahead financially with the advice Andrew has given us in mind.

What could they have done better?

Nothing at present.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

need to remortgage our house.

How has Andrew Mackenzie-Shapland helped you?

very approachable, always there to talk to, very accessible, gave good sensible advise in aim to make us'bullet proof' from a financial point of view.

Have you seen the outcome you were hoping for?

on;y recent;y remortgage on a flexi tracker - so still very early days as to whether made right decision, but andrew chatted through a lll the different options and felt recommended what was best for us give our current financial situation.

What could they have done better?

Maybe could have clarified better the difference between a fixed rate and flexible mortgage and what that specifically means to you're repayments if interests change on a monthly basis.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

I wanted to make sure my children have security financially should anything happen to myself or my husband.

How has Andrew Mackenzie-Shapland helped you?

Andrew provide options and ideas, comprehensively explaining what products were available to meet our needs. He also explained any implications by opting for certain policies and the benefits of each.

Have you seen the outcome you were hoping for?

I feel we have great cover in force, our needs have bene met including some we hadn't thought about.

What could they have done better?

If we had any queries Andrew double checked with underwriters and replied to us promptly, he did an excellent job.

Andrew's reply

Hi Amber, In light of all of your study and hectic school runs I thank you so much for taking the time to review our service. I look forward to working for you further in the near future, Best wishes, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

I wanted better life cover to protect my family if anything were to happen.

How has Andrew Mackenzie-Shapland helped you?

Andrews advise was detailed and explained in full. He made the whole process very easy.

Have you seen the outcome you were hoping for?

Yes, I now have excellent cover in place thanks to Andrew.

What could they have done better?

Andrew provided clear advise and the paperwork was explained fully.

Andrew's reply

Hi David, Many thanks for the review. I am glad to read that you found our process easy. Since we have been FCA direct we have implemented various systems and controls that have been very well received by our clients and this review is further re-iteration that we are moving in the right direction, all the best, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

moving house required a mortgage and advice.

How has Andrew Mackenzie-Shapland helped you?

gave us advise on products and arranged a mortgage.

Have you seen the outcome you were hoping for?

we have a mortgage and have bought the property.

What could they have done better?

I feel the service was excellent and I cant think of any way to improve it

Andrew's reply

Hi Simon, Thank you so much for finding the time to write a review. I know that the mortgage process wasn't the smoothest given the issues we experienced with the building society, however, I am glad that we got the desired outcome and I look forward to seeing your family home in the near future, Best Wishes, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

To obtain a mortgage to purchase a residential property.

How has Andrew Mackenzie-Shapland helped you?

Andrew helped my secure the best possible mortgage.

Have you seen the outcome you were hoping for?

Yes, my application was successful.

What could they have done better?

I do not believe so, I was very happy with the outcome.

Andrew's reply

Hi Katherine, Thank you for taking the time to leave a review of our mortgage service. I should also thank you for the recommendation that you forwarded to me. I look forward to helping your friends and family in the future, Best wishes, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

Pension advice.

How has Andrew Mackenzie-Shapland helped you?

Andrew was very knowledgeable and advised me on the best approach.

Have you seen the outcome you were hoping for?

Yes, with Andrews help I have been able to setup the right pension for me.

What could they have done better?

I am not sure if he could of done anything better. His input was invaluable.

Andrew's reply

Hi Matthew, Many thanks for taking the time to leave a first class review it is very much appreciated. I look forward to catching up very soon to discuss other aspects of your financial future, Kindest Regards, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

I was interested in reserving a new build plot with the help to buy scheme in my local area offered by the local developer Wainhomes.

How has Andrew Mackenzie-Shapland helped you?

Andrew provided me with a good knowledge of mortgage. He spent time discussing all of my options and explained everything in detail, especially with regards to how the government help to buy scheme works for first time purchasers. He provided me of a breakdown of payments and explained in full the terms of the mortgage conditions.

Have you seen the outcome you were hoping for?

With my mortgage in principle provided by Andrew, I was able to reserve an early bird reservation on the plot I was interested in.

What could they have done better?

I feel he offered me a first class service and he was always at the end of the phone if I had any questions. Overall, I couldn't fault his professionalism.

Andrew's reply

Hi Tess, Many thanks for taking the time to review our service. It was a pleasure to deal with you and I'm glad that you are closer to securing the home that you have been searching for, Best Wishes, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

We were looking to add extra borrowing on our mortgage for building purposes on the house and needed advice.

How has Andrew Mackenzie-Shapland helped you?

He listened to our requirements and sourced the right mortgage for us for a good rate as well as having the extra borrowing.

Have you seen the outcome you were hoping for?

We are now a few months into our new mortgage and the house is all but finished so we definitely had the outcome we wanted.

What could they have done better?

Communication is key but I felt Andrew kept us informed and up to date at all necessary points throughout the whole process

Andrew's reply

Hi Gemma, It is fantastic to see the improvements at your property and I hope you are happy with the final outcome of the completed building works. Thank you for taking the time to review our service and I am glad that your experience was positive. I hope we can continue to provide advice to you and your family and friends, many thanks, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

I was moving home and changing jobs so wanted someone to be able to look at the whole picture rather than seeing lots of different specialists and eating into precious time.

How has Andrew Mackenzie-Shapland helped you?

He looked at my whole financial situation and gave me various prospective allowing me to make a decision with full knowledge of all options.

Have you seen the outcome you were hoping for?

Yes I have seen the outcome I hoped for I took the mortgage best for my situation and sorted my savings as well as ensuring my family where protected for the future and I could leave the life I want in retirement.

Andrew's reply

Hi Louise, It is lovely to hear such a positive review and I hope we can continue to provide a high level of client experience going forward. Thank you for taking the time to share your thoughts it is very much appreciated, Kindest Regards, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

Purchasing a house and needing a mortgage.

How has Andrew Mackenzie-Shapland helped you?

Andrew helped me find a mortgage appropriate for me and my personal circumstances. Andrew then help me secure the mortgage at an affordable rate based on my finances with consideration on my immediate and longer term financial future.

Have you seen the outcome you were hoping for?

I am just completing the property purchase.

What could they have done better?

Nil

Andrew's reply

Hi Hannah, Many thanks for taking the time to review our service; it is a great complement for the work that we do at Morris Shapland. I hope that we can continue to work for you and your friends and family in the future, All the best, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

Started a new job and wanted to set up a pension. Mortgage advice for both the last move and the one previous to that.

How has Andrew Mackenzie-Shapland helped you?

Andrew has offered great advice on our mortgage everytime we have used him and gets the best for us - we are really happy with the service we were provided and the results.

Have you seen the outcome you were hoping for?

Yes we have seen the outcome and it is more than what we were hoping for.

Andrew's reply

Hi Katie, It was lovely to meet with you again today and I hope that you found our financial advice helpful and informative. Many thanks for taking the time to review our service,best wishes, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Cornwall

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

We needed help in finding the best & most suitable mortgage for our needs.

How has Andrew Mackenzie-Shapland helped you?

We searched around & often felt confused with all the options available & red tape. Andrew was excellent he gave us all the advice & guidance we needed, breaking everything down into simple & easy to understand steps. Andrew clearly clarified all our options & outcomes, he even liased with the estate agents on our behalf.

Have you seen the outcome you were hoping for?

We have an excellent rate on a repayment mortgage.

What could they have done better?

Absolutely nothing at all from start to finish Andrew was excellent. Andrew communicated at all stages, constantly explaining each step in great detail & removing any stress we might have encountered.

Andrew's reply

Hi Jim, Thank you for taking the time to review our service. It was an interesting example of where we can add value as you had historically dealt direct with banks. I hope that by providing Independent Financial advice we have been able to add value and open the door to helping you and your friends and family in the future, Best Wishes, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

I needed help with my pension plans, and to sort out what I had and what I had to do.

How has Andrew Mackenzie-Shapland helped you?

He looked in to all my finaces and the different pensions I had to get the most out of them.

Have you seen the outcome you were hoping for?

We are in the middle of a few things , but what I have done already im pleased with.

What could they have done better?

To be honest we have covered everything , some advice I will be acting on in the future.

Andrew's reply

Hi Jackie, Many thanks for the review and I'm glad that you were pleased with our service. Thank you also for referring your colleague and I hope we can help more of your friends and family in the future, Best Wishes, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

mortgage advice followed by investment opportunity.

How has Andrew Mackenzie-Shapland helped you?

his ability to make people understand fully in lay man's terms all the implications surrounding investment issues.

Have you seen the outcome you were hoping for?

being regularly contacted regards the success of the investment.

What could they have done better?

nothing to add - just to continue maintaining the clarity in which everything is explained

Andrew's reply

Hi Sue, It was a pleasure to work on your Investment proposition and I am excited for the future development. Many thanks for taking the time to share your experience and I hope we can continue to add value for you in the future, Kindest Regards, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

I had seen a property that I wanted to purchase & set up as a holiday home. I was having difficulty in obtaining a mortgage that would allow me to do this.

How has Andrew Mackenzie-Shapland helped you?

Andrew contacted llloyds commercial & arranged a business advisor to go through my mortgage options with llloyds . Andrew knew that I wanted to move things along very quickly , as wanted to let the property ASAP . He made sure that llloyds knew my situation .

Have you seen the outcome you were hoping for?

Yes the outcome is I purchased the property I wanted & in a quick time as wanted to let the property asap.

What could they have done better?

In this instance nothing could have been done any better than it was

Andrew's reply

Tracy, Many thanks for taking the time to leave a review. The Holiday let mortgage market is certainly a niche area and I'm glad that we managed to provide the outcome that you wanted. I look forward to seeing how the business develops, Best, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

I HAVE USED HIM BEFORE.

How has Andrew Mackenzie-Shapland helped you?

HE HELPED ME SECURE A GOOD MORTGAGE DEAL, SORTED HOUSE AND CONTENTS INSURANCE AND LIFE COVER TOO.

Have you seen the outcome you were hoping for?

YES I AM NOW IN MY HOME.

Andrew's reply

Hi Kath, Many thanks for taking the time to review our service. I look forward to catching up with you in the near future, best, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Hampshire

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

We were reluctant to sell our existing property and wanted to understand options available to us when looking to purchase a new property.

How has Andrew Mackenzie-Shapland helped you?

Andrew made us aware of several options that we had not previously known about, gave us a good understanding of the various scenarios and gave us great confidence to proceed . Andrew helped us to keep hold of our existing property and in using the equity finance the purchase of our new home. We certainly never thought we would ever be in that position.

Have you seen the outcome you were hoping for?

We have now completed the remortgage of our first property and have moved into our new home. We could not be happier and could not have imagined being in this situation 12 months ago.

What could they have done better?

very little.

Andrew's reply

Hi Dave, I was blown away with that endorsement thank you so much. I'm really happy that you and Victoria have landed your 'dream' home and I look forward to coming down to visit you both in the near future, Best, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

Needed a mortgage.

How has Andrew Mackenzie-Shapland helped you?

Helped find the best mortgage available to us in a very fast and efficient way.

Have you seen the outcome you were hoping for?

Yes we have our mortgage offer and are in the process of completion.

What could they have done better?

Nothing else, our advisor has been very efficient from start to finish!

Andrew's reply

Hi Sally, Firstly, thank you for taking the time to review our service and I'm glad that you are happy with the whole process. Secondly, I wish you both all the very best in your new home, best, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

Needing a new mortgage.

How has Andrew Mackenzie-Shapland helped you?

Gave us advice about different options for mortgages and how to use any capital effectively.

Have you seen the outcome you were hoping for?

Have not yet found a house to take out a mortgage on but happy with the plans in place.

What could they have done better?

No concerns

Andrew's reply

Hi Claire, I am looking forward to acting for you both in the future, many thanks for the opportunity, best, Andrew

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Devon

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

We were looking for independent advice when looking to move home and they came highly recommended.

How has Andrew Mackenzie-Shapland helped you?

Andrew helped us look at our finances and gave us honest and really helpful advice as to not only how much a bank/building society would lend us but what we could afford with our other credit commitments without stretching ourselves, and he talked in plain English, which was invaluable.

Have you seen the outcome you were hoping for?

Yes we moved home thanks to his help and we managed to get the mortgage offer within 5 working days, which again was important for us as we were under pressure from our chain to complete and move quickly.

What could they have done better?

I couldn't fault the service we were given, he took the time to understand us and our position and made the whole process as pain free as possible.

Andrew's reply

Hi Adam, Many thanks for taking the time out of your hectic schedule to write a review, it was a pleasure to act and I look forward to working with you going forward, Best, Andrew

Review from verified client

November, 2012

Overall

Advice

Service

Value

Based in Surrey

How has Andrew Mackenzie-Shapland helped you?

Understanding our specific requirements and matching an informed view of the market to our needs.

Review from verified client

August, 2012

Overall

Advice

Service

Value

Based in Surrey

How has Andrew Mackenzie-Shapland helped you?

Fantastic clear advice. The firm responded to my queries and questions within 24hours.

Review from verified client

August, 2012

Overall

Advice

Service

Value

Based in Devon

How has Andrew Mackenzie-Shapland helped you?

Andrew has been invaluable in providing sound advice, finding us the best options that we would have never found ourselves. Thanks very much.

Review from verified client

August, 2012

Overall

Advice

Service

Value

Based in Devon

How has Andrew Mackenzie-Shapland helped you?

i HAVE USED ANDREW FOR A NUMBER OF YEARS AND EVERYTHING HAS ALWAYS BEEN COMPLETED TO A HIGH STANDARD AND HAS SET ME UP FOR THE FUTURE

Review from verified client

August, 2012

Overall

Advice

Service

Value

Based in Devon

How has Andrew Mackenzie-Shapland helped you?

Despite the fact I was only a small investor Andrew MacKenzie Shapland treated me like a valued client..nothing was too much trouble.......he explained the best options that were available for me........gave excellent constructive advice as to what he recommended.....gave me time to consider everything and then at a follow up appointment he again went through everything. I was more than happy to take his advice with my investment .He gives me regular updates and is extremely knowledgeable and helpful when ever I have a query.

Review from verified client

August, 2012

Overall

Advice

Service

Value

Based in Devon

How has Andrew Mackenzie-Shapland helped you?

Very professional and friendly business. Easy to talk to and sensible advice given

Review from verified client

August, 2012

Overall

Advice

Service

Value

Based in Devon

How has Andrew Mackenzie-Shapland helped you?

Andrew understood mine and my partners situation fully by finding out as much as he could in order to give us the best possible advice. He came back with different solutions and recommended the best one to us with solid reasoning. He was extremley professional but hugely friendly also which made the whole process very relaxed and stress free.

Review from verified client

May, 2012

Overall

Advice

Service

Value

Based in Surrey

How has Andrew Mackenzie-Shapland helped you?

Andrew has provided financial advice to our Company for a number of years. We have always been extremely happy with his professionalism and advice and have been impressed with how closely he has worked with us in order to gain a clear understanding of our business and financial needs. With Andrew's help we have completely reviewed our investment strategy over the short, medium and long term for the longer term stability of our business. We also now offer a better and more complete remuneration package to our employees with our new group pension scheme.