Andrew's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 60 )
Retirement income (annuities, drawdown) ( 35 )
Auto Enrolment ( 1 )
Investments and Savings ( 40 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 11 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 28 )
Financial Mentoring ( 7 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 11 )
£100k - £200k ( 15 )
Up to £50k ( 4 )
£50k - 100k ( 13 )
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited Andrew as I am my mother’s LPA. He has been so helpful with advice, care of her money and helping with my questions about parental gifts, tax etc.
How has Andrew Mansion helped you?
He has helped me enormously by advising and facilitating grant of probate for my father and advising on how my Mother could inherit my father’s ISA and numerous other issues.
Have you seen the outcome you were hoping for?
My mother has made signicant amounts on her investments.
What could they have done better?
Nothing
Andrew:
Thanks Cathy, acting as a lasting Power of Attorney can be pretty daunting, so I'm glad we can help.Review
by a verified client in Worcestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The amalgamation of several pensions
How has Andrew Mansion helped you?
Andrew has taken the time to go through my pension and helped with investments, nothing has been too much trouble, and takes the time to make sure you understand.
Have you seen the outcome you were hoping for?
Yes at this present time, my pension and investments are making returns.
What could they have done better?
nothing at all !
Andrew:
Thanks Denise, you can always contact us between annual reviews if you need us (I know you know this).Review
by a verified client in Gloucestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Getting near pensionable age and wanted advice on how to invest for a secure future for myself and children
How has Andrew Mansion helped you?
Understanding of options available.
Have you seen the outcome you were hoping for?
Not yet as only just started
What could they have done better?
Nothing
Andrew:
Thanks for this Ray, you're right - tidying up pensions before retirement is really useful from a planning point of view.Review
by a verified client in Gloucestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Andrew Mansion helped you?
He has given me clear and honest advice and helped me to plan for my future .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Andrew:
Thanks Sharon, your existing workplace scheme and a private plan, working in perfect harmony.Review
by a verified client in Dumfriesshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Interest in future longterm investments.
How has Andrew Mansion helped you?
Immensly. A very level headed practical style of advice and suggestiins.
Have you seen the outcome you were hoping for?
Early days but I am very content and comfortable with the position of my investment.
What could they have done better?
No need to answer.
Andrew:
Thanks Rich, what a great review.