Andrew's reviews
Reviewed for
Insurance and Protection ( 141 )
Mortgages ( 92 )
Pensions ( 1172 )
Equity Release ( 25 )
Retirement income (annuities, drawdown) ( 632 )
Auto Enrolment ( 5 )
Investments and Savings ( 1009 )
Pension Transfers - Non Specialist ( 230 )
Inheritance Planning ( 136 )
Long Term Care ( 88 )
Pension Transfers - Specialist ( 196 )
Financial Planning ( 242 )
Financial Mentoring ( 60 )
Financial Coaching ( 16 )
( 4 )
Reviewers' assets
£500k+ ( 249 )
£200k - £500k ( 283 )
£100k - £200k ( 167 )
£50k - 100k ( 120 )
Up to £50k ( 78 )
( 12 )
Repeat review
by a verified client in Dumfriesshire
2 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Finnie helped you since your last review?
Andrew is always available and approachable, as are all of his team. I know I can contact him anytime if I have any questions about my investments.
Repeat review
by a verified client in Dumfriesshire
3 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Finnie helped you since your last review?
He reassessed my whole portfolio at my request and made small changes as we were in a good position
Repeat review
by a verified client in Dumfriesshire
3 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Finnie helped you since your last review?
We have now started to receive our pensions. Advice given was clear.
Repeat review
by a verified client in Wigtownshire
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 Finnie helped you since your last review?
I have had my bi-annual one to one meeting with Border Finance where we discussed my portfolio and how things were progressing and received a cash with drawl that I had requested.
Repeat review
by a verified client in Dumfriesshire
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 Finnie helped you since your last review?
I am always kept up to date with how my finances are doing. If there’s any changes needing to be made I would be contacted and would have a meeting with my advisor. I know that if I need to I can get advice at anytime.