Andrew's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 44 )
Retirement income (annuities, drawdown) ( 28 )
Auto Enrolment ( 1 )
Investments and Savings ( 30 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 7 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 19 )
Financial Mentoring ( 6 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 7 )
£100k - £200k ( 11 )
Up to £50k ( 3 )
£50k - 100k ( 11 )
Review
by a verified client in Gloucestershire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Andrew Mansion helped you?
Provided a good growth plan for my investments
Have you seen the outcome you were hoping for?
Yes
Andrew:
Thanks James, I'm glad to help you with your plans.Review
by a verified client in Gloucestershire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Husband had multiple pensions
How has Andrew Mansion helped you?
Andrew helped us to get our pensions organised into one pot, and advised us on the best way forward
Have you seen the outcome you were hoping for?
Yes pension pot is now working well
What could they have done better?
Nothing
Andrew:
Thanks Mo, consolidation of pensions just simplifies everything from investment management to income planning and tax. Glad to help.Review
by a verified client in Gloucestershire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was previously with Hargreaves Landsdown and disappointed
How has Andrew Mansion helped you?
For me - easy to talk to and clearly knows my needs
Have you seen the outcome you were hoping for?
Yes, until Trump f….d up
What could they have done better?
Taken Trump out!!!
Andrew:
Thanks Ian. There are several world leaders I'd happily put on Mr Musk's spaceship. Hopefully our calm heads and mixed portfolios will serve you well during these uncertain times!Review
by a verified client in Monmouthshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had spare cash and I thought I would get the best advice from a financial advisor.
How has Andrew Mansion helped you?
My annual reviews speak for themselves in that Andrew's investments on my behalf have been above average
Have you seen the outcome you were hoping for?
The outcome is always much better than I expect inspite of downturns in the market in recent years
What could they have done better?
I have always been very satisfied with the results of my portfolio. I don't know howvthings could have been improved
Andrew:
Thanks June, yes our portfolios consistently beat their benchmarks. Glad to help.Review
by a verified client in Worcestershire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate pensions
How has Andrew Mansion helped you?
Andrew collected all information we had and consolidated all pensions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Andrew:
Thanks Anita, I'm glad we can help you both during these difficult times.