Andrew Lee

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

We found navigating our way through our private pensions confusing and needed help to get a good pension fund.

Have you seen the outcome you were hoping for?

Yes, I now have a monthly income I am happy with.

How has Andrew Lee helped you?

Andrew was very helpful explaining each step in a manner that I was able to understand.

What could they have done better?

It was all good.

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

To get a Mortgage on our first home

Have you seen the outcome you were hoping for?

Couldn't have asked for a better outcome!

How has Andrew Lee helped you?

He firstly got our mortgage and subsequently got us our new rate!

What could they have done better?

He couldn't have done anymore than he did.

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

Finding a Mortgage, planning on where to invest money

Have you seen the outcome you were hoping for?

Yes

How has Andrew Lee helped you?

He has advised me well all the way through and helped me find the right mortgage that works best

What could they have done better?

N/A

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

My wife and I needed to move pension savings into annuity accounts.

Have you seen the outcome you were hoping for?

Yes.

How has Andrew Lee helped you?

We given advice and shown options for pensions we did not know of to our advantage.

What could they have done better?

I don’t think the service or advice could have been improved.

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

In helping to understand mortgages

Have you seen the outcome you were hoping for?

Yes

How has Andrew Lee helped you?

Yes

Andrew's reply

Hi Liam. many thanks for your feedback. It has been a pleasure working with you and Alex. Speak soon Andy

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

To secure a mortgage

Have you seen the outcome you were hoping for?

Absolutely

How has Andrew Lee helped you?

Andrew sourced a mortgage for myself and my partner. Explaining every step of the way to us as first time buyers. His service was outstanding and I couldn’t have asked for more.

What could they have done better?

I do not believe Andrew could have done better for us. Very happy with the service throughout.

Andrew's reply

Hi Katie, Many thanks for taking the time to complete this review. I wish you and Daniel all the best in your new home. Speak soon Andy

Review from verified client

May, 2023

What were the circumstances that caused you to initially look for an adviser?

To buy our first and second property.

Have you seen the outcome you were hoping for?

Yes.

How has Andrew Lee helped you?

Andrew is very knowledgeable and advise us on all mortgage related matters. He is very clear and honest with the information he provides.

What could they have done better?

I think the financial advice from start to finish was very honest. I think they should keep this for all future clients.

Andrew's reply

Hi Indi, Many thanks for taking the time to complete a review. I look forward to speaking with you soon

Review from verified client

April, 2023

What were the circumstances that caused you to initially look for an adviser?

pension advise

Have you seen the outcome you were hoping for?

yes

How has Andrew Lee helped you?

over many years on our business and domestic properties Andrew has given advice and sorted our policies, pensions, mortgages

Review from verified client

April, 2023

What were the circumstances that caused you to initially look for an adviser?

I needed a new mortgage

Have you seen the outcome you were hoping for?

Yes , Andrew has helped me on three different occasions to secure a mortgage . Each time the product was better than I could have found and Andrew made the whole process painless .

How has Andrew Lee helped you?

Securing new mortgages

What could they have done better?

Nothing

Andrew's reply

Hi Stephen, many thanks for taking the time to complete this review. Speak soon Andy

Review from verified client

April, 2023

What were the circumstances that caused you to initially look for an adviser?

Change of personal circumstances

Have you seen the outcome you were hoping for?

Yes

How has Andrew Lee helped you?

Found me a good mortgage deal and dealt with all issues that arose quickly and effectively, also sorting life cover.

Andrew's reply

Hi Sam, many thanks for taking the time to complete to review. I look forward to speaking with you soon

Review from verified client

April, 2023

What were the circumstances that caused you to initially look for an adviser?

Help with a re mortgage

Have you seen the outcome you were hoping for?

yes

How has Andrew Lee helped you?

regular meeting and clear information

What could they have done better?

nothing

Andrew's reply

Thanks Keith for taking the time to complete the review. I look forward to our next meeting

Review from verified client

April, 2023

What were the circumstances that caused you to initially look for an adviser?

Mortgage advice

Have you seen the outcome you were hoping for?

Absolutely

How has Andrew Lee helped you?

He has been able to review and advise throguht he process

What could they have done better?

Nothing

Andrew's reply

Thanks Tony for taking the time to complete feedback. I look forward to speaking with you soon.

First impression from a user who is not yet a client

December, 2022

Please provide a brief comment about your experience with Andrew

Very prompt and with extensive experience

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

Re-mortage for our extension

Have you seen the outcome you were hoping for?

Yes, delighted

How has Andrew Lee helped you?

Andrew has been extremely helpful along every step of the way

What could they have done better?

Nothing. Outstanding service

Review from verified client

October, 2022

What were the circumstances that caused you to initially look for an adviser?

Mortgage application

Have you seen the outcome you were hoping for?

Yes

How has Andrew Lee helped you?

Andy had offered great advice. He encouraged us to lock in long term fixed rates on our mortgages which we would otherwise have to renew next year.

First impression from a user who is not yet a client

October, 2022

Please provide a brief comment about your experience with Andrew

He responded within two days, but was not in a position to help with my situation.

Review from verified client

October, 2022

What were the circumstances that caused you to initially look for an adviser?

Mortgage advice

Have you seen the outcome you were hoping for?

Yes

How has Andrew Lee helped you?

Excellent advice and support, always available

What could they have done better?

Nothing

Review from verified client

October, 2022

What were the circumstances that caused you to initially look for an adviser?

The mortgage being on a variable rate and seeking advice on what suggestions/options were available to consider

Have you seen the outcome you were hoping for?

Yes, I secured a good fixed rate and have comfort that the mort will be the same over this period of time which was a priority for me

How has Andrew Lee helped you?

Andrew listened and understood my concerns. He manages to rescue my outgoings and provided superb advice with a positive outcome on a mort review and provided several options regarding a further advance which I am not proceeding with after careful consideration. Superb service and couldn’t be more grateful for his help

What could they have done better?

Nothing in my opinion, superb service from start to finish and super efficient

Review from verified client

October, 2022

What were the circumstances that caused you to initially look for an adviser?

Needed a broker to for my first property back in 2011. Andy was recommended and he has always delivered

Have you seen the outcome you were hoping for?

Yes - Andy has always gone out his way to find better deals while still delivering the quality needed

How has Andrew Lee helped you?

He has helped me on numerous occasions with mortgages and pension decisions.

What could they have done better?

He has always been great

Review from verified client

October, 2022

What were the circumstances that caused you to initially look for an adviser?

Applying for a Mortgage

Have you seen the outcome you were hoping for?

Absolutely, Andrew goes above and beyond

How has Andrew Lee helped you?

Andrew takes all of the pressure from you and provides an excellent service

What could they have done better?

Nothing

First impression from a user who is not yet a client

October, 2022

Please provide a brief comment about your experience with Andrew

Andrew has been very helpful and knowledgeable around our mortgage options, he was also very responsive and easily contactable, reliably responding to phone messages and emails.

Review from verified client

October, 2022

What were the circumstances that caused you to initially look for an adviser?

recently widowed wanted to make sure daughter was taken care off if anything happened to me

Have you seen the outcome you were hoping for?

yes

How has Andrew Lee helped you?

has set up plan for me

What could they have done better?

no

Review from verified client

October, 2022

What were the circumstances that caused you to initially look for an adviser?

My mortgage was up for renewal

Have you seen the outcome you were hoping for?

Yes, all avenues were explored and we settled on the best option for me

How has Andrew Lee helped you?

In this turbulent times of mortgage rates Andrew has helped secure a reasonable rate at just the right time.

What could they have done better?

nothing

Review from verified client

October, 2022

What were the circumstances that caused you to initially look for an adviser?

Buying our first home

Have you seen the outcome you were hoping for?

Yes, great outcome

How has Andrew Lee helped you?

Andrew has been fantastic throughout really helpful and efficient. We would highly recommend to anyone looking for a financial advisor. He was speedy and answered all of our questions with efficiency. He put us at ease throughout our buying experience. Thanks again

What could they have done better?

Andrew was fantastic throughout and made our first buying experience a pleasure. If we look to move again we will be using Andrew for sure.

Review from verified client

October, 2022

What were the circumstances that caused you to initially look for an adviser?

Was purchasing a but to let property.

Have you seen the outcome you were hoping for?

Yes - mortgage applied for very quickly and brought to a conclusion. Whole process went very smoothly.

How has Andrew Lee helped you?

Andrew explained the whole process and ensured that all documentation etc was obtained from us and given to the mortgage provider. I was kept up-to-date at every step by Andrew throughout the process.

What could they have done better?

Nothing.

Review from verified client

October, 2022

What were the circumstances that caused you to initially look for an adviser?

Needed a BTL Mortgage

Have you seen the outcome you were hoping for?

Yes....Andrew was fantastic from start to finish on a very tricky case.

How has Andrew Lee helped you?

Guided me through the process from start to completion

What could they have done better?

Nothing

Review from verified client

October, 2022

What were the circumstances that caused you to initially look for an adviser?

Buying a new house.

Have you seen the outcome you were hoping for?

Yes.

How has Andrew Lee helped you?

Andrew found the best offer the market had to offer at a time of Covid lockdown and tight market conditions. Andrews knowledge and expertise made a significant difference to the outcome.

What could they have done better?

Nothing. All good.

Review from verified client

October, 2022

What were the circumstances that caused you to initially look for an adviser?

I needed a mortgage.

Have you seen the outcome you were hoping for?

Yes

How has Andrew Lee helped you?

He researched the market for me and found the right mortgage.

What could they have done better?

Nothing

Review from verified client

October, 2022

What were the circumstances that caused you to initially look for an adviser?

Buying first home

Have you seen the outcome you were hoping for?

Yes

How has Andrew Lee helped you?

Yes

What could they have done better?

Nothing

First impression from a user who is not yet a client

January, 2022

Please provide a brief comment about your experience with Andrew

Andrew has gone above and beyond for us, he is straight talked and always available to talk to. We would highly recommend Andrew to anyone looking for a financial advisor.

First impression from a user who is not yet a client

November, 2021

Please provide a brief comment about your experience with Andrew

I couldn’t recommend Andrew highly enough, he is worth his weight in gold! From being complete novices when it come to applying for a mortgage and being worried about my credit score, he made the whole experience easy. He always been there at the end of a phone , and he is a very likeable person and he has completely changed my perception what I thought a financial advisor would be like. Within a couple of months of ringing Andrew , he has got me and my partner a mortgage at a terrific rate. I honestly can’t express how much i appreciate calling him back in September, it was the best move I made. I have been recommending him to all my family and friends in fact anyone that would listen! Andrew you are a star!

Review from verified client

November, 2021

What were the circumstances that caused you to initially look for an adviser?

We were applying for a mortgage, both as first time buyers. We were both new to the process and needed advice how to go about applying. Andy was highly recommended to us by some friends who told us he was the best person to talk to and would help us.

How has Andrew Lee helped you?

Andy was more than happy to help and was very efficient from the word go. He made us feel at ease and updated us every step of the way. As we were a bit worried about getting a mortgage in the first place, the fact Andy got it done so quickly AND went above and beyond to find us the best deal (even when it caused him more work!), we couldn't be happier with the end result!

Have you seen the outcome you were hoping for?

Yes, we got our mortgage accepted and bought our dream house which would never have been possible if it wasn't for Andy!

What could they have done better?

No complaints!! I can't stress this enough, Andy made a situation that we expected to be the hardest experience of our lives seem like a dream. He supported us with such a personal and friendly manner and I couldn't recommend him enough.

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

My wife and I were looking for a mortgage adviser who could "think outside the box" and help us buy our first family home. As immigrants to the UK and already in our 40s we needed to find someone, like Andy, who would be willing to go the extra mile and help us find a mortgage so we could provide a forever home for our children.

How has Andrew Lee helped you?

Andy was brilliant. He was calm, friendly, and interested. He worked to identify a suitable mortgage lender, advised on the length of fixed period, and helped us to finance our home.

Have you seen the outcome you were hoping for?

Yes, absolutely. We wouldn't have been able to move in on in our lives and find a place to call home if it weren't for Andy's help and great service.

What could they have done better?

not applicable.

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

Getting a first time mortgage

How has Andrew Lee helped you?

He was honest and open about my chances of getting a mortgage with my credit history and gave me advice regarding my financial circumstances and what I could do to improve my chances

Have you seen the outcome you were hoping for?

Yes was able to get me the mortgage I wanted

What could they have done better?

He couldn’t he is professional and very knowledgeable and always gives the best and honest advice to what you need and allows you to make your own decisions while always being on hand to ask questions and pick his brain, I would high recommend him to friends and family when they need financial advisor

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

We needed to write a will and put our life insurance in trust

How has Andrew Lee helped you?

He was extremely knowledgeable of the best way to manage our situation and reassuring during this emotional time for us.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Andrew has kept us updated throughout and was always on hand if we had any questions or queries.

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

As first time buyers my partner and I were looking for financial adviser to guide us through the mortgage application process, and support with choosing critical illness and life insurance.

How has Andrew Lee helped you?

Andy has been an absolute star throughout the entire process of trying to buy a house - we haven't made it easy for him having withdraw from purchases due to survey findings etc. but he has been supportive, friendly and helpful throughout the journey to getting our home, and the multiple mortgage applications that came with it. From finding the mortgage deal which was right for us, through to helping us choose life and critical illness insurance to ensure we're covered it has been an absolute pleasure to have used his services and if we need a financial adviser in the future I would use him again in a heartbeat, and recommend anyone else to do the same.

Have you seen the outcome you were hoping for?

Absolutely, we will have our first home very soon with good insurance in place to keep us protected.

What could they have done better?

Nothing - Andy worked tirelessly to provide us with support over the past year and a half we have known him, with a truly personal and professional service.

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

When I looked into my first mortgage years ago, I found that the T&C's for the mortgage were a little daunting. Andrew was highly recommended and aided/explained each of the steps. He allocated additional time to run through each step ensuring I fully understood the undertakings.

How has Andrew Lee helped you?

Andrew has procured numerous mortgages on a couple of my properties over the years. He has also assisted on pensions and inheritance planning.

Have you seen the outcome you were hoping for?

Dealing with Andy has always yielded positive results.

What could they have done better?

Cant think of any negatives.

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

Looking for a mortgage

How has Andrew Lee helped you?

Helped secure a mortgage

Have you seen the outcome you were hoping for?

Yes, better than expected

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

I needed advice for a suitable pension scheme and needed help on setting up a company pension scheme

How has Andrew Lee helped you?

Andrew has given me advice on mortgages , financial planning and my pension .

Have you seen the outcome you were hoping for?

yes I am happy with my financial returns

What could they have done better?

cant think of anything

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

I needed to remortgage an investment property I own and the existing mortgage had become quite expensive on the variable rate

How has Andrew Lee helped you?

Andy has found me a fantastic buy to let mortgage that will save me a great deal of money

Have you seen the outcome you were hoping for?

100%

What could they have done better?

Nothing, the service has been fantastic and I would recommend Andy's service to anyone that needed financial advice

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

My buy to let and residential mortgages were due for renewal.

How has Andrew Lee helped you?

Mr Lee was able to find me two new mortgages at excellent rates while factoring in my long term goals.

Have you seen the outcome you were hoping for?

I am very satisfied with outcome.

What could they have done better?

Nohin

Review from verified client

June, 2021

What were the circumstances that caused you to initially look for an adviser?

Needed a mortgage

How has Andrew Lee helped you?

He helped us get a mortgage amazing service would recommend him.

Have you seen the outcome you were hoping for?

Yes got a mortgage

What could they have done better?

Nothing

Review from verified client

March, 2021

What were the circumstances that caused you to initially look for an adviser?

Looking for a mortgage for a shared ownership property

How has Andrew Lee helped you?

He found me a mortgage for my shared ownership property.

Have you seen the outcome you were hoping for?

Yes i acquired a mortgage

Review from verified client

March, 2021

What were the circumstances that caused you to initially look for an adviser?

Remortgage and Buy to let mortgage at the same time

How has Andrew Lee helped you?

understood my situation, investigated options, explained it in non jargon and sorted it all out for me with minimal fuss

Have you seen the outcome you were hoping for?

yes - delighted!

What could they have done better?

nothing

Review from verified client

March, 2021

What were the circumstances that caused you to initially look for an adviser?

Organise Remortgage amd Buy to Let mortgage with protection to cover these

How has Andrew Lee helped you?

I have a complex situation and Andrew took time to understand this, explain my options and then sourced the most appropriate solutions

Have you seen the outcome you were hoping for?

Yes...delighted with outcome

What could they have done better?

Nothing.

First impression from a user who is not yet a client

December, 2020

Please provide a brief comment about your experience with Andrew

Andrew got us a Mortgage quickly & was so professional and Knowledgeable. As we are both nearly sixty and have not had a Mortgage for 15 years. So lucky to of found him on this platform for Mortgage advisers.

Review from verified client

November, 2020

What were the circumstances that caused you to initially look for an adviser?

Emigrating back to the UK after 9 years overseas

How has Andrew Lee helped you?

With all our financial planning

Have you seen the outcome you were hoping for?

Yes so far so good

What could they have done better?

Pester us even more than he does for information and/or action - we need this!

Review from verified client

November, 2020

What were the circumstances that caused you to initially look for an adviser?

Andy has assisted us from the very beginning of our home buying journey, from our very first mortgage to upsizing and subsequently buying our second home. Over this period, our circumstances changed a lot and Andy was on hand to assist with estate planning and safeguarding our assets.

How has Andrew Lee helped you?

Andy is always one step ahead in every regard; he often knew what was happening in advance of the other professionals in our home buying chain and has been a font of knowledge in every aspect of our financial planning. From life insurance to mortgages to wills and estate planning, Andy can advise on everything. I would only use his services in future and would trust his advice implicitly.

Have you seen the outcome you were hoping for?

Absolutely. We know that whenever we entrust Andy with a task it will be completed promptly and with due diligence. He really is the best!

What could they have done better?

Nothing. Andy has been so thoughtful and thorough, I can honestly say that I would count him as a friend rather than our financial adviser.

Review from verified client

November, 2020

What were the circumstances that caused you to initially look for an adviser?

Me and my partner were buying our first house, and required mortgage advice.

How has Andrew Lee helped you?

Andrew helped us with mortgage advice which we needed, he was very professional and very helpful. Made the process very smooth and easy for us.

Have you seen the outcome you were hoping for?

Defiantly.

What could they have done better?

I have no feedback for what he could have done better. Thoroughly enjoyed his services.

Review from verified client

November, 2020

What were the circumstances that caused you to initially look for an adviser?

End of fixed terms

How has Andrew Lee helped you?

Very Helpful and always on times

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2020

What were the circumstances that caused you to initially look for an adviser?

remortgage property and also to reinvest in additional property.

How has Andrew Lee helped you?

Finding the best mortgages available at the time of investment.

Have you seen the outcome you were hoping for?

Yes on the advise he gave to me.

What could they have done better?

None that I am aware of.

Review from verified client

November, 2020

What were the circumstances that caused you to initially look for an adviser?

Received funds that required me to seek advice on their best financial management

How has Andrew Lee helped you?

Recommended most sensible and appropriate options for investment - funds gained in value impressively over the period invested.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No negative comments - a very safe and knowledgeable advisor with returns that impressed. Would not hesitate to return.

Review from verified client

November, 2020

What were the circumstances that caused you to initially look for an adviser?

Looking to get medical cover and remortgage our house

How has Andrew Lee helped you?

He advised us what the best course of action we should take and took all the hassle and minefield problems out of the way and delivered the best outcome for us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing he was amazing

Review from verified client

November, 2020

What were the circumstances that caused you to initially look for an adviser?

Needed a mortgage

How has Andrew Lee helped you?

Found suitable mortgage

Have you seen the outcome you were hoping for?

Yes, Andrew has sorted out a mortgage twice for us, very efficient and up for the challenge!

What could they have done better?

Nothing

Review from verified client

November, 2020

What were the circumstances that caused you to initially look for an adviser?

Want to remortgage and get a better interest rate

How has Andrew Lee helped you?

By helping us and advising us which mortgage would be the best one to go for

Have you seen the outcome you were hoping for?

Yes we were very happy with the outcome

What could they have done better?

Nothing he done what was needed

Review from verified client

November, 2020

What were the circumstances that caused you to initially look for an adviser?

I was going through a bitter divorce at the time , My sister introduced Me to Andrew and Ive never looked back !

How has Andrew Lee helped you?

Andrew is the reason why we are now living in Our dream/forever home , purely down to his know how , experience and honesty. I truly believe no no else could have achieved We he did , and for that We will always be externally grateful

Have you seen the outcome you were hoping for?

Always , sometimes he tells me what I don't want to hear and thats the trust I have for him . I know I end up with the best product there is out there, and it never crosses my mind to think otherwise

What could they have done better?

In Andrews case , nothing ( truly )

Review from verified client

October, 2020

What were the circumstances that caused you to initially look for an adviser?

First time buyer

How has Andrew Lee helped you?

With a mortgage offer

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2020

What were the circumstances that caused you to initially look for an adviser?

We required a financial advisor to help with our Mortgage and Insurance and protection for our first home.

How has Andrew Lee helped you?

Andy Lee helped us successfully complete on our first home, through 2 mortgage applications due to our first one being disrupted by COVID-19 and providing income and life protection insurance as well.

Have you seen the outcome you were hoping for?

Yes, absolutely.

What could they have done better?

Nothing. Andy was always helpful and on the end of the phone with advice whenever we needed to ask any questions.

Review from verified client

March, 2020

What were the circumstances that caused you to initially look for an adviser?

We needed to remortgage and needed some advice on the best way to go about it and searching for the best interest rate.

How has Andrew Lee helped you?

Andrew helped by advising us what the best way to go about it was and searched banks which would be able to give us the mortgage that we needed on a good rate of interest.

Have you seen the outcome you were hoping for?

Yes we have, we have managed to remortgage at a better rate which has lowered a monthly income so a big strain has been lifted.

What could they have done better?

Andrew was truthful and honest, he didn't lead us into something we thought wouldn't happen, he advised the best way to go and the talked us through the best mortgage to apply for.

Andrew's reply

Hi Carla Many thanks for the great review. I am really pleased that I have been able to help. Keep safe Andy

Review from verified client

February, 2020

What were the circumstances that caused you to initially look for an adviser?

I wanted advice on getting a mortgage after renting for nearly a decade.

How has Andrew Lee helped you?

Andy found me a mortgage offer in principle.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Andy is brilliant, thank you!

Review from verified client

February, 2020

What were the circumstances that caused you to initially look for an adviser?

The purchase of our first property.

How has Andrew Lee helped you?

Andrew helped us through the whole mortgage process as first time buyers.

Have you seen the outcome you were hoping for?

Yes absolutely, our mortgage has all gone through smoothly and with the help of Andrew we have secured the purchase of our first home.

What could they have done better?

Andrew was on call whenever we needed some advice or reassurance that everything was going smoothly so nothing to suggest.

First impression from a user who is not yet a client

January, 2020

Please provide a brief comment about your experience with Andrew

So far so good with using VouchedFor. Very pleased.

Review from verified client

January, 2020

What were the circumstances that caused you to initially look for an adviser?

Remortgaging my house

How has Andrew Lee helped you?

He met with me initially to explore the right mortgage for me and my personal circumstances and follow up before that mortgage expired

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2019

What were the circumstances that caused you to initially look for an adviser?

Buying my first house

How has Andrew Lee helped you?

He helped me to find a good rate from lender and dealt with all the issues very fast and sorted them out without any delay for me. He also helped me to understand how the buying system works and he was available to help me from beginning till end.

Have you seen the outcome you were hoping for?

Yes, I got my new home in 2.5 months.

What could they have done better?

Andrew is very professional financial adviser and I appreciate all his works he has done for me.

Review from verified client

November, 2019

What were the circumstances that caused you to initially look for an adviser?

I needed someone that can help me with the various option. And needed one point of contact.

How has Andrew Lee helped you?

He helped me in many things, and he continue to do so.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

So far I am very pleased with the outcome.

Review from verified client

November, 2019

What were the circumstances that caused you to initially look for an adviser?

We have used Andy twice in the past 4 years for obtaining a mortgage and then exchanging for a better rate

How has Andrew Lee helped you?

Got the best possible price, took all of the stress out of the mortgage process

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

In all honesty nothing, it was not easy for Andy to get the first mortgage for me, but he never gave up

Review from verified client

November, 2019

What were the circumstances that caused you to initially look for an adviser?

Mortgage

How has Andrew Lee helped you?

Sourced a good deal

Have you seen the outcome you were hoping for?

Yes, Mortgage Offer received

What could they have done better?

We honestly have no negative feedback.

Review from verified client

November, 2019

What were the circumstances that caused you to initially look for an adviser?

We used Andy for our last mortgage purchase and we naturally had to go back to him because he did a great job.

How has Andrew Lee helped you?

He scanned the market for the best possible mortgages for us... we also did a buy to let at the same too. He kept us informed all the way through our application and we always knew where we were in the process. He communicated with on a regular basis.

Have you seen the outcome you were hoping for?

Absolutely, thanks to Andy. He did a brilliant job for us again this time when it was a more complicated with two mortgages to handle.

What could they have done better?

Nothing. I can't think of anything he could have done better with us. He always responded on a timely basis to emails and phone calls. He just needs to carry on as he does currently.

Review from verified client

November, 2019

What were the circumstances that caused you to initially look for an adviser?

I was arranging a mortgage to trade my house up

How has Andrew Lee helped you?

Andrew worked tirelessly through every possible option that might be available to me. Every scenario or idea I threw at him he researched thoroughly and gave me straight and honest feedback. He literally didn’t stop until I had got the best deal in the market for my circumstances which were not straightforward

Have you seen the outcome you were hoping for?

Yes! Bought my fab house and it has changed my life being here and I couldn’t have got here without Andrew

What could they have done better?

Nothing

Andrew's reply

Hi Tessa Thanks for the review. I cannot believe its been 2 years already. I am so pleased to hear that Hillside is working out great for you and look forward to speaking with you soon Speak soon Andy

Review from verified client

November, 2019

What were the circumstances that caused you to initially look for an adviser?

I was about to retire and needed advice on pension investments

How has Andrew Lee helped you?

He went through the pro’s and cons of the different types of savings and investments

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

Although communication has been good I feel there could be improvement in this area

Review from verified client

November, 2019

What were the circumstances that caused you to initially look for an adviser?

Owner of a business, need to ensure the company is protected and personally through insurance. Needed advice on how best to save and extract money.

How has Andrew Lee helped you?

For over 10 years now Andy has guided us as the Company has grown and our needs have changed. I always feel 100% confident in the personal advice Andy gives us.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Andy has always been very receptive to any extra requests.

Review from verified client

November, 2019

What were the circumstances that caused you to initially look for an adviser?

I had been made redundant and was re organising my new job and had to reorganise the Mortgage too Andy worked so hard to help us secure a deal and keep our house.

How has Andrew Lee helped you?

Andy spent a long time finding the best deal and keeping us informed.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to be honest

Review from verified client

November, 2019

What were the circumstances that caused you to initially look for an adviser?

My wife and I were buying our first house together. It was a project, so his advice was brilliant and timely.

How has Andrew Lee helped you?

He advised us in the best way to mortgage our house and steps to take so that we could afford to extend.

Have you seen the outcome you were hoping for?

Yes. We have now renovated and extended. And have a mortgage we are comfortable with.

What could they have done better?

I feel Andy’s advice was always fair and constructive. I would suggest he continues in this vain.

Review from verified client

November, 2019

What were the circumstances that caused you to initially look for an adviser?

Need for advice on general Financial planning

How has Andrew Lee helped you?

A very personal service, looking at our specific needs and coming up with good solutions Review of all current plans and investments to seek improved solutions to our needs Good planning

Have you seen the outcome you were hoping for?

Yes, he has found cheaper and more beneficial policies to cover our needs

What could they have done better?

We have been happy with all aspects of his service thus far.

Review from verified client

November, 2019

What were the circumstances that caused you to initially look for an adviser?

Because management of pension account needs expert help

How has Andrew Lee helped you?

He is doing his best as an expert.

Have you seen the outcome you were hoping for?

I think so.

Review from verified client

November, 2019

What were the circumstances that caused you to initially look for an adviser?

Having never re-mortgaged before we were looking for guidance, we’d used Andy before we knew we’d be in safe hands.

How has Andrew Lee helped you?

Andy took care of everything for us, from finding us a suitable re-mortgage to guiding us through the process of completing the paperwork.

Have you seen the outcome you were hoping for?

Yes, Andy was superb as expected.

What could they have done better?

Whilst we appreciate the request to give some constructive criticism we cannot think of any areas where Andys service could be improved.

Review from verified client

November, 2019