Andrew's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 10 )
Pensions ( 59 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 21 )
Auto Enrolment ( 2 )
Investments and Savings ( 52 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 14 )
Long Term Care ( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 14 )
£100k - £200k ( 10 )
( 1 )
Up to £50k ( 6 )
£50k - 100k ( 2 )
Review
by a verified client in West Yorkshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Andrew Dodd helped you?
Guided us through options available
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Have access to customer side of investment portfolio on aviva
Review
by a verified client in London
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for a way to invest my personal pension after starting my own business
How has Andrew Dodd helped you?
He set up my pension and advised me on investments
Have you seen the outcome you were hoping for?
A reliable and responsive service. Well performing investments.
What could they have done better?
There is nothing my financial adviser could have done better
Review
by a verified client in London
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The time taken to keep abreast of financial changes alongside differing investment strategies led me to look for an FA.
How has Andrew Dodd helped you?
He simplified the process, alongside moving the burden of investing and changing my investments when needed. All broken down into a clear and precise strategy.
Have you seen the outcome you were hoping for?
Yes, though more importantly I feel assured that my investments are one less thing I need to be concerned about.
Review
by a verified client in West Yorkshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Impending retirement
How has Andrew Dodd helped you?
Andrew reviewed my future expenditure estimates and assumptions alongside my pensions and investments and provided appropriate advice as to the viability of retirement at this stage. He has since managed the investments and drawdowns for me.
Have you seen the outcome you were hoping for?
Yes so far.
What could they have done better?
Nothing. He quickly understood my financial objectives and personal situation and provided meaningful, understandable advice.
Review
by a verified client in West Yorkshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was considering retirement and wanted to know my options.
How has Andrew Dodd helped you?
Andrew advised the best course of action for my various investments to allow me to retire 2 years early.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing I can think of.