Andrew Peirson

Review from verified client

September, 2017

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

Retirement and instigation of occupational pension including lump sum.

How has Andrew Peirson helped you?

Advised on amount of lump sum to utilise whilst allowing sufficient monthly income to maintain lifestyle and planned activities.

Have you seen the outcome you were hoping for?

It has only been a matter of months but I am satisfied that the current plan will accomplish the goals set.

Review from verified client

July, 2017

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

we felt we were not getting the correct advice from our previous pension adviser and needed help to understand where we stood with inheritance tax. Both my wife and I are now much happier and content that we know where we are going and are now in very safe hands.

How has Andrew Peirson helped you?

he looked at all our investments,life policies, pensions,property and helped us to devise a tax efficient way forward for future retirement.

Have you seen the outcome you were hoping for?

Yes, very much! as i said above we now have a great plan for our future retirement.

What could they have done better?

a bullet pointed one page summing up our financial position

Review from verified client

January, 2017

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

I needed to manage my financial future after a divorce.

How has Andrew Peirson helped you?

Andrew provides excellent, thoroughly researched advice. I don't pretend to be financially savvy and I needed guidance .He speaks in plain English, he goes 'the extra mile' . I feel reassured . Better informed.

Have you seen the outcome you were hoping for?

I have a clearer outlook for the foreseeable future.

What could they have done better?

To be frank, Andrew has helped me 100% so far.

Review from verified client

October, 2016

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

Potential change in circumstances required a complete review of our financial position and planning for retirement.

How has Andrew Peirson helped you?

Took time to fully understand our current position and possible future position. Carried out multiple analysis to project t the possible outcome of various strategies. Put products in place to meet future needs and rationalise our current rather messy arrangements.

Have you seen the outcome you were hoping for?

Although it is still a "work in progress" we are happy that we are in a better position now than a year ago.

Review from verified client

October, 2016

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

Potential sale of business.

How has Andrew Peirson helped you?

Modelling financial needs and retirement planning.

Have you seen the outcome you were hoping for?

There have been changes in our personal circumstances, although the advice and planning activities are still very much relevant.

What could they have done better?

No improvements suggested

Review from verified client

June, 2016

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

To 'take stock' of our current financial situation and make sure we had proper advice in order to plan for our future.

How has Andrew Peirson helped you?

Andrew helped us focus on what's important, not just work but the financial position we would expect to be in for the years ahead. He spent lots of time building our financial picture which has helped us gain a 'work/personal life' balance.

Have you seen the outcome you were hoping for?

Yes, the pension advice we received was completely updated from the current plans we have making them much more flexible and we are feeling very confident that Andrew will help us with future advice we may need.

Review from verified client

August, 2015

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

dissatisfied with previous adviser.

How has Andrew Peirson helped you?

He reorganized all investments.

Have you seen the outcome you were hoping for?

All our investments are in our control and are now low risk this is what we were hoping to achieve.

What could they have done better?

we feel that Andrew has carried out everything we required .

Review from verified client

July, 2015

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

We needed advice on a tax efficient way to utilise the profit from our Company as our former FA had let us down.

How has Andrew Peirson helped you?

Andrew Peirson understood what we wanted to achieve and worked quickly to help us in the short timescale we had .

Have you seen the outcome you were hoping for?

We are now much more aware of the amount of money we will need in our retirement and how we can achieve this . We now see a return in our pension investments and are confident that with Andrews continued help and advice we will achieve a financial secure future .

What could they have done better?

We feel that Andrew has done all that we expected of him and we only wish that we had met him earlier.

Review from verified client

July, 2015

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

I wanted to make the most from my investments.

How has Andrew Peirson helped you?

Andrew is very good at explaining things and making things clear and understandable.

Have you seen the outcome you were hoping for?

I feel my finances are in order and I have a clear path to where I would like to be.

Review from verified client

July, 2015

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

A better understanding of the new pension arrangements and Inheritance Tax mitigation.

How has Andrew Peirson helped you?

He explained very clearly what impact the new regulations would have on my Personal Pension and suggested a course of action.He also recommended schemes in order to reduce my potential Inheritance Tax liability.

Have you seen the outcome you were hoping for?

I have followed Andrew's recommendations and am very satisfied with the results.

What could they have done better?

Nothing.

Review from verified client

June, 2015

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

pension advice.

How has Andrew Peirson helped you?

recomended actions on pensions.

Have you seen the outcome you were hoping for?

yes.

Review from verified client

April, 2015

How has Andrew Peirson helped you?

We were introduced to Andrew by our accountant and have been very satisfied. Over the past four years he has guided and advised us towards our retiring years in a very positive and helpful way.

What could they have done better?

Have been very satisfied with the service we have had.

Review from verified client

March, 2015

How has Andrew Peirson helped you?

Andrew has helped me put my financial affairs in order, which will allow me to fulfil some of my goals over the coming years. I particularly like the financial modelling that Andrew has introduced me to.

Review from verified client

March, 2015

How has Andrew Peirson helped you?

We received excellent initial advice regarding our life style which we wanted to protect and for our financial planning as we get older. Follow up meetings for more specialist advice have been arranged through Andrews contacts and we hope to conclude a package which will protect our assets for the future.

What could they have done better?

Nothing more could have been done to improve the help and advice we have received.

Review from verified client

March, 2015

How has Andrew Peirson helped you?

Andrew is excellent at explaining thoroughly the options open to me therefore I think I have been best placed to make the best decisions to suit my portfolio.

What could they have done better?

The meetings are quite intense and I would like them to be shorter and less tiring.

Review from verified client

February, 2015

How has Andrew Peirson helped you?

Always takes time to explain everything thoroughly and does not just bombard me with lots of figures. After every meeting I leave with the clear understanding of what is happening with my finances.

What could they have done better?

I really cannot think of anything he could do better.

Review from verified client

January, 2015

How has Andrew Peirson helped you?

Diligent , detailed and thorough. Andrew really takes the time to understand your individual needs