Andrew's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 52 )
Retirement income (annuities, drawdown) ( 32 )
Auto Enrolment ( 1 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 8 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 23 )
Financial Mentoring ( 7 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 8 )
£100k - £200k ( 12 )
£50k - 100k ( 12 )
Up to £50k ( 4 )
Review
by a verified client in Gloucestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Plan for our future
How has Andrew Mansion helped you?
Great advise from Andrew years ago on year
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not a great deal
Andrew:
Thanks Simon, some big changes coming up for you over the next few years - we'll be there to help you through.Review
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for tax advice during our time running a small business
How has Andrew Mansion helped you?
He was able to advise on future planning prior to our retirement as well as for the remaining term
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing
Andrew:
Thank you so much.Review
by a verified client in Gloucestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning my retirement.
How has Andrew Mansion helped you?
Giving me various options on how to maximise my pension pot.
Have you seen the outcome you were hoping for?
Yes in general especially as they have had to deal with some pretty difficult fluctuating market conditions.
What could they have done better?
Nothing in my opinion.
Andrew:
Thanks Danny, hopefully we can continue to steer you through the choppy waters!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?
Needing to access my pension
How has Andrew Mansion helped you?
Doing all the paperwork and dealing with my pension company
Have you seen the outcome you were hoping for?
Yes everything done quickly and professionally
What could they have done better?
Nothing professional from start to finish
Andrew:
We're very proud of our admin and systems here, so it's good to hear all is working efficiently and as it should.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?
I inherited a fairly large amount of money years ago and needed financial advise.
How has Andrew Mansion helped you?
Providing much needed advice on where to invest my maturing bond next, to suit my profile and needs, in the ever changing markets.
Have you seen the outcome you were hoping for?
I was more than happy with the return on the original bond, which they had previously invested for me. The return was far greater than I would have been able to achieve on my own.
Andrew:
Thanks Lorna - you're an excellent example of good advice more than paying for itself.