Andy's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 2 )
Pensions ( 15 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 4 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 11 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 9 )
£100k - £200k ( 5 )
£50k - 100k ( 2 )
Up to £50k ( 1 )
Review
by a verified client in Hertfordshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I took early retirement and wanted to invest some of our savings
How has Andy Spriggs helped you?
Andy has identified the best investment opportunities for us, taking into account our approach to investment risks
Have you seen the outcome you were hoping for?
Early days yet but everything seems to be going ok
What could they have done better?
Happy with the service provided so far
Review
by a verified client in Hertfordshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Husband and myself received lump sums from pensions, required guidance as to investment planning
How has Andy Spriggs helped you?
Guided us through process, assessed and fully discussed our options, set up investment plan based on the amount of risk we were willing to take, never felt pressurised in any way.
Have you seen the outcome you were hoping for?
Yes so far so good, but aware this is a long term plan which will be reassessed annually.
What could they have done better?
No, excellent service as always.
Review
by a verified client in Hertfordshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As I was taking early retirement I wanted to invest some of my savings
How has Andy Spriggs helped you?
Andy ensured that my wife and I understood took an assessment to identify what level of risk we were prepared to take to then identify the best way to invest our money
Have you seen the outcome you were hoping for?
Very much so
What could they have done better?
Andy has always been very clear on how our investments were performing and the potential risks that still remain, so at the moment I don't believe there is anything more he could have done better
Review
by a verified client in Cambridgeshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To prepare for retirement and to maximize returns on savings
How has Andy Spriggs helped you?
Long term financial plan and setting savings portals. Annuities and Pension advice
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hertfordshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recently divorced with proceeds to invest
How has Andy Spriggs helped you?
Face to face meetings to talk me through all reasonable options and the best results in line with my specific needs
Have you seen the outcome you were hoping for?
Yes the best I could hope for bearing in mind my reticence to risk