Mandy's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 29 )
Retirement income (annuities, drawdown) ( 22 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 13 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 17 )
Financial Mentoring ( 9 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 7 )
£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 Merseyside
4 days 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
5 days 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
5 days 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
Review
by a verified client in West Midlands
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need help to plan for early retirement . This was achieved with the guidance of my long term advisor David Hughes
How has Mandy Lewis-Brammer helped you?
Mandy is my new advisor who I have only had contact with over the last few months. But I am very impressed with her so far.
Have you seen the outcome you were hoping for?
To early to tell as yet
What could they have done better?
N/A
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As I have an investment portfolio with AFH I have had a number of advisers over the years. Mandy came as a replacement at the beginning of the year. During our discussions she showed her depth of knowledge, was able to reassure me and suggested elements for future development.
How has Mandy Lewis-Brammer helped you?
After the meeting there was an issue with power of attorney. There was an immediate reply but issue is still ongoing. No worries this end.
Have you seen the outcome you were hoping for?
It is still ongoing. I have complete faith in Mandy as she was able to show her understanding and had done her research prior to the meeting.
What could they have done better?
Nothing