Andrew's reviews
Reviewed for
Insurance and Protection ( 18 )
Mortgages ( 11 )
Pensions ( 40 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 19 )
Investments and Savings ( 35 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 16 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 23 )
Financial Mentoring ( 2 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 10 )
£100k - £200k ( 8 )
£50k - 100k ( 4 )
Up to £50k ( 3 )
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Andrew
Very prompt and friendly initial email, with a plan on what the next steps were and arranging a call to discuss things further.
Review
by a verified client in Vale of Glamorgan
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Future financial planning and a change in family circumstances with parents in law
How has Andrew Varley helped you?
Andrew has provided excellent support in respect of outlining the available options and recommendations on next steps. He has also provided a review of existing investments and pension with recommendations for the year going forward.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really comes to mind in all honesty
Review
by a verified client in Cardiff
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning
How has Andrew Varley helped you?
Invaluable advice and planning, explained clearly and efficiently.
Have you seen the outcome you were hoping for?
Yes, even at the beginning of our burgeoning relationship
What could they have done better?
Nothing
Review
by a verified client in Vale of Glamorgan
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was advised by a friend to meet Andrew for financial advice.
How has Andrew Varley helped you?
He gives excellent advice on finance including pensions and inheritance planning.
Have you seen the outcome you were hoping for?
Yes. So far this has definitely helped us financially.
What could they have done better?
Nothing so far.
Review
by a verified client in Cardiff
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To review my pension plans
How has Andrew Varley helped you?
Andrew has given me a wide range of advice and is always professional and personable.
Have you seen the outcome you were hoping for?
Yes my investments have grown at an excellent pace
What could they have done better?
Nil