Andrew's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 5 )
Pensions ( 38 )
Retirement income (annuities, drawdown) ( 22 )
Auto Enrolment ( 1 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 8 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 25 )
Financial Mentoring ( 7 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 7 )
£100k - £200k ( 1 )
£50k - 100k ( 3 )
Repeat review
by a verified client in Derbyshire
9 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?
Continued professional and attentive service
Repeat review
by a verified client in Derbyshire
16 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 handled the transactions involved in cashing in part of my pension to fund the building of an extension and, when we discovered during the work that the roof needed replacing, was extremely helpful in arranging a mortgage despite one lender's surveyor refusing to value the property due to the ongoing building work.
Review
by a verified client in Merseyside
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed more detailed financial advice
How has Andrew Winstanley helped you?
I've had Andrew as my financial advisor for quite a few years, he really understands what my requirements are and makes sure he tailors my products accordingly. He explains everything clearly and has brilliant knowledge of products and how they can be used. I would highly recommend Andrew, I wouldn't want to use any other financial advisor.
Have you seen the outcome you were hoping for?
Absolutely, I am delighted with the service Andrew has provided
Repeat review
by a verified client in Manchester
3 months 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 continued to provide good advice on maintaining my goals for income provision in retirement
Repeat review
by a verified client in Lancashire
4 months 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 continues to provide a superb professional and insightful service.
Andrew:
Dear Keith, Thank you for your kind words. I’m really pleased to hear that you continue to find my service professional and insightful. Building long-term relationships and providing ongoing support is something I value, so I appreciate your trust and feedback. I look forward to continuing to assist you with your financial planning. If there’s ever anything you’d like to discuss, please don’t hesitate to get in touch. Best wishes, Andrew