Andy's reviews
Reviewed for
Pensions ( 5 )
Retirement income (annuities, drawdown) ( 1 )
Auto Enrolment ( 1 )
Investments and Savings ( 3 )
Pension Transfers - Non Specialist ( 3 )
Financial Planning ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£200k - £500k ( 1 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
Review
by a verified client in Essex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended based on great feed back
How has Andy Burns helped you?
Discussed Pension options. Tax free Cash etc
Have you seen the outcome you were hoping for?
100%
What could they have done better?
To be honest, nothing clear information back to us. We understood our position a lot clearer
Review
by a verified client in Essex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To move my pension from an old company pension to SJP
How has Andy Burns helped you?
Andy advised on moving my pension and setting up a unit trust
Have you seen the outcome you were hoping for?
Yes my pension has performed really well The money I put into a unit trust was in a standard savings account with 0.5% interest since moving the money to the unit trust it has increased by 14% which is a huge increase on where it was
What could they have done better?
Nothing, they are always putting their clients interests first, I am very satisfied with the service, the office staff and Andy are always very welcoming and efficient.
Review
by a verified client in Essex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Guidance for my pension
How has Andy Burns helped you?
Very knowledgeable and put my mind at rest
Have you seen the outcome you were hoping for?
Yes investments and pensions doing well
What could they have done better?
Nothing
Review
by a verified client in Essex
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning
How has Andy Burns helped you?
In all aspects of financial management and planning for the future
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Cut down on paper comms
Review
by a verified client in Essex
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to opt out my auto enrolment scheme and set up a new private pension. Andy was brilliant at setting this up for me.
How has Andy Burns helped you?
He helped me set up my private pension and get a good understanding of my long term goals.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing. I have received brilliant service from Andy and his friendly team.