Mandy's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 30 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 13 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 19 )
Financial Mentoring ( 10 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 8 )
£100k - £200k ( 3 )
Up to £50k ( 3 )
£50k - 100k ( 6 )
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 Cheshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving jobs and transferring my pensions
How has Mandy Lewis-Brammer helped you?
With pension planning and also tax relief on my income
Have you seen the outcome you were hoping for?
Yes, absolutely !
What could they have done better?
Nothing more, Mandy went above and beyond helping me !
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wasn’t sure my money was working for me
How has Mandy Lewis-Brammer helped you?
Set up a portfolio to suit my needs
Have you seen the outcome you were hoping for?
Not yet as she has only just set it up
Review
by a verified client in Merseyside
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Mandy Lewis-Brammer helped you?
Given advice on management of our investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am not aware of how things could have been done better
Review
by a verified client in Staffordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mandy is friendly, approachable and is able to advise in a very understandable manner
How has Mandy Lewis-Brammer helped you?
She advised us on our wills and future financial plans
Have you seen the outcome you were hoping for?
I’m sure we will
What could they have done better?
Nothing
Review
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Annual review of pensions and financial planning advice
How has Mandy Lewis-Brammer helped you?
Advised on remortgaging and also reviewed my risk rating
Have you seen the outcome you were hoping for?
Nearly - waiting for last stages on remarriage completion
What could they have done better?
Nothing