Andrew's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 29 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 7 )
Pension Transfers - Non Specialist ( 9 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 7 )
Reviewers' assets
£200k - £500k ( 6 )
£100k - £200k ( 5 )
£50k - 100k ( 4 )
Up to £50k ( 7 )
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 Devon
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to unlock money
How has Andrew Finn helped you?
Able to sort out my money worries
Have you seen the outcome you were hoping for?
Yes,sorting out the last couple of things now
What could they have done better?
No
Review
by a verified client in Lincolnshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate my various pensions and understand where best to consolidate them.
How has Andrew Finn helped you?
As well as helping me with consolidating my pensions, Andrew fully understands my personal circumstances and risk tolerance and I have total confidence in his investment advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I cannot think of any specific area where I felt that Andrew could have performed better.
Review
by a verified client in Hertfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a number of differnt pensions and I wanted to put them all in one pot. Being a freelance engineer I have a provate pension and I asked Andrew for advice on how best to invest and save for my pension.
How has Andrew Finn helped you?
He has found all my pensions and requested them to be released on my behalf and assisted with tranfering them to my prvate pension of choice. He also reviews with me my pension every year to insure my needs are met all the time.
Have you seen the outcome you were hoping for?
I have seen my pension grow within the last few years.
Review
by a verified client in Kent
6 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
6 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