Andrew's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 26 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 5 )
Pension Transfers - Non Specialist ( 8 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 4 )
Reviewers' assets
£200k - £500k ( 5 )
£100k - £200k ( 4 )
Up to £50k ( 6 )
£50k - 100k ( 4 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to move my pension to a more active fund to improve on my investment.
How has Andrew Finn helped you?
Reviewing my current pensions, measuring my approach to risk, recommending suitable funds to transfer to. Arranging the transfer and providing full guidance documents with transparent information regarding charges and possible returns.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
n/a
Review
by a verified client in Dorset
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Andrew Finn helped you?
Andrew assisted me in pulling my pensions together into one provider
Have you seen the outcome you were hoping for?
Yes, all my pensions are combined
What could they have done better?
Nothing, the process was smooth
Review
by a verified client in London
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To assist me with my several pensions.
How has Andrew Finn helped you?
By collaborating all my pensions into one.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Shropshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to review my pension and wanted to look at investing some savings
How has Andrew Finn helped you?
Transferred my pension and set up a monthly payment into it. Set up Stocks and Shares ISA with initial lump sum payment and ongoing monthly contribution.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, great service.
Review
by a verified client in Swansea
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I had a few small pensions with previous employers. We also had discussed wanting to invest in a private pension.
How has Andrew Finn helped you?
Andrew helped us merge most of our pensions into one place and gave us information regarding investing more.
Have you seen the outcome you were hoping for?
Yes, we now have everything in one place.