Andrew's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 3 )
Pensions ( 27 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 6 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 9 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 3 )
£100k - £200k ( 6 )
£50k - 100k ( 3 )
Up to £50k ( 5 )
First impression
by a VouchedFor user
a day ago
Overall
Please provide a brief comment about your experience with Andrew
Initial appointment, provided helpful advice on best next steps
Review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to invest the proceeds from a property sale as well as my tax-free lump sum from my SIPP.
How has Andrew O'Byrne helped you?
Andrew helped me to find tax efficient investments that understood my financial priorities and my attitude towards risk. Throughout the process I felt I was being listened to and my priorities fully understood. This is so refreshing as previous financial advice elsewhere had always felt as though I was being squeezed into a standardised solution.
Have you seen the outcome you were hoping for?
Both of the investment vehicles that Andrea arranged have provided me with tax efficient solutions and performing exactly as I would’ve hoped.
What could they have done better?
It’s truly hard to think of any ways the servicecould be improved.
Andrew:
Thank you Gavin for your kind review. I always enjoy our meetings.Review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Preparing for the future with a pension
How has Andrew O'Byrne helped you?
Yes very much.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really. Andrew has always been very supportive and always been available if we have questions or need advise.
Andrew:
Thank you Lucy for your review. It is a pleasure to have you both as clients.Review
by a verified client in Leicestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Andrew was recommended to me as my previous advisor was retiring.
How has Andrew O'Byrne helped you?
Andrew has moved my portfolio onto a whole new level. He is proactive and has delivered above and beyond the expected results.
Have you seen the outcome you were hoping for?
We set a baseline to measure against and he has exceeded.
What could they have done better?
Communication could be a little better. Just to let me know things are happening.
Andrew:
Thanks Tony for your review. I look forward to helping you achieve your financial plan over the coming years!Review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
How has Andrew O'Byrne helped you since your last review?
Understanding of the implications related to pension decisions
Andrew:
Thank you, Tim, for taking the time to leave a review. It is greatly appreciated. I always enjoy our conversations and I am pleased to hear that you have found our discussions helpful when it comes to your pension savings.