Andrew Sexton

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

Andy was personally recommended to me by a friend of many years who was very happy with his help & advice. I was so pleased to also be able to use Andy’s services. He has always been very helpful, patient & comprehensive with his advice & recommendations. He fully understood my personal situation & financial goals.

How has Andrew Sexton helped you?

Andy has managed, despite various delays by my pension provider, to release my pension funds to reinvest with a different, more suitable pension provider.

Have you seen the outcome you were hoping for?

Finally, things have been settled with my approval & within my remit.

What could they have done better?

Nothing. I am entirely happy with the current result.

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

Planning for retirement including pensions and life insurance.

How has Andrew Sexton helped you?

Andy guided me through all options available that best suits my individual needs and long term goals. My circumstances were more complex than usual cases and therefore additional time and input was required that Andy was more than happy to provide. Andy was always available for questions that were answered clearly and quickly.

Have you seen the outcome you were hoping for?

My product is long term, but with Andy providing annual reviews I can see the forecasted projections are being exceeded.

What could they have done better?

Nothing that springs to mind. The service was clear and hassle free from start to finish.

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

New family on the horizon and a house purchase - thought it would be a good time to look into finances and life insurance.

How has Andrew Sexton helped you?

Massively! Andy has been super helpful from our initial consultation and throughout. Always clear, honest advice and he's always been very open and quick to respond to any questions that we might have.

Have you seen the outcome you were hoping for?

Absolutely. We have a thorough, reasonably priced policy and I'm confident that the advice that I've been given throughout has left me in a better financial position than I would have been before speaking with Andy.

What could they have done better?

N/A

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

I needed a financial adviser in order to navigate my way around the complex world of pensions

How has Andrew Sexton helped you?

Andrew has suggested a number of changes in my pension pots so that they will grow more rapidly than they have over the last few years. He has been very informative & explained a difficult subject matter in terms I understand

Have you seen the outcome you were hoping for?

The work Andrew is carrying out is still in progress but I am sure the outcome will be positive for me

What could they have done better?

Nothing that I can think of

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

Needed to provide extra cover for family in case of death or incapacity

How has Andrew Sexton helped you?

We have cover in place for me and my husband

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing