Andrew's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 5 )
Pensions ( 43 )
Retirement income (annuities, drawdown) ( 26 )
Auto Enrolment ( 1 )
Investments and Savings ( 36 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 9 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 29 )
Financial Mentoring ( 8 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 8 )
£100k - £200k ( 2 )
£50k - 100k ( 4 )
Repeat review
by a verified client in Merseyside
4 days ago
Overall
Service
Advice
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Winstanley helped you since your last review?
Has been clear, and concise with advice towards our investments and with regard to pension funds. He has been extremely approachable, listening to, and answering any questions/queries.
Andrew:
Thank you for the review Hugh. Look forward to speaking again soon.Repeat review
by a verified client in Manchester
8 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Winstanley helped you since your last review?
The help and guidance from Andrew continues to be helpful especially as the financial markets have been turbulent over last few months have been
Repeat review
by a verified client in Lancashire
13 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Winstanley helped you since your last review?
Andrew has provided excellent advice based on careful listening to our needs and bearing in mind our priorities and concerns. He is professional, clear and supportive.
Andrew:
Thank you for your review Keith. I look forward to meeting again soon.First impression
by a VouchedFor user
15 days ago
Overall
Please provide a brief comment about your experience with Andrew
Andrew responded quickly to my initial enquiry on behalf of my elderly parents, who had inherited some money. He listened to what we needed and visited us at my parents' home the following week. He was friendly and explained things clearly. He was able to give some advice re inheritance tax, saving money for future care needs and where to put cash sums. He also explained that his main expertise is with investments, so he wouldn't be the best person to work with us further. His advice remains useful.
Andrew:
Thank you Lizzie. I wish you and the family all the best for the future.Repeat review
by a verified client in Wrexham
17 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Winstanley helped you since your last review?
Yes, continues service and advice. My investments have progressed as expected.