Andrea's reviews
Reviewed for
Insurance and Protection ( 25 )
Mortgages ( 32 )
Pensions ( 42 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 7 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 13 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 2 )
£100k - £200k ( 5 )
£50k - 100k ( 6 )
Up to £50k ( 10 )
Review
by a verified client in Staffordshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To set up a private pension
How has Andrea Cloughley helped you?
Yes she has been brilliant and even though the last 2 years has been difficult my pension has still grown
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure to be honest
Review
by a verified client in West Midlands
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
House move and so seeking mortgage advice, and also financial planning regarding additional savings
How has Andrea Cloughley helped you?
Provided excellent support throughout the mortgage process on 2 occasions for us
Have you seen the outcome you were hoping for?
Yes - we were able to complete on the house we had placed an offer, and felt we were given excellent mortgage advice for our situation with porting
Review
by a verified client in Staffordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted a personal pension
How has Andrea Cloughley helped you?
Phone calls and emails
Have you seen the outcome you were hoping for?
N/a
Review
by a verified client in West Midlands
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to start a pension this was the right time for me
How has Andrea Cloughley helped you?
Andrea has been a massive help would highly recommend her
Have you seen the outcome you were hoping for?
Yes it’s progressing well
What could they have done better?
Everything so far they have done brilliant can not fault anything
Review
by a verified client in West Midlands
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
It was done through our company recommended by our accountant.
How has Andrea Cloughley helped you?
Sorting out our pension and putting our money where it matters
Have you seen the outcome you were hoping for?
Yes it’s doing fine
What could they have done better?
Nothing really she’s all clued up