Andrew's reviews
Reviewed for
Insurance and Protection ( 43 )
Mortgages ( 7 )
Pensions ( 80 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 25 )
Auto Enrolment ( 2 )
Investments and Savings ( 55 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 12 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 32 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 11 )
£100k - £200k ( 13 )
Up to £50k ( 25 )
£50k - 100k ( 16 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Midlothian
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I wanted to start saving more formally, but were unsure of the best option for our circumstances. We also wanted to start Junior stocks and shares ISA's for our children.
How has Andrew Conway helped you?
Andrew took time to discuss our circumstances and goals with us. He then provided an evidence based assessment of our options, whilst never trying to push a particular product or service provider. Essentially he took a user/customer centric approach.
Have you seen the outcome you were hoping for?
Yes, we now have formal savings accounts set up.
What could they have done better?
Nothing springs to mind.
Review
by a verified client in Stirlingshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had many pensions that needed to be consolidated
How has Andrew Conway helped you?
Andrew has carried out the task of consolidating all my pensions into the one place. This was done without issue.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, Andrew was approachable every step of the way
Review
by a verified client in Lanarkshire
25 days ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Future/Pension planning
How has Andrew Conway helped you?
Helped me and my wife see the bigger picture of our combined finances and future planning
Have you seen the outcome you were hoping for?
It's a long term plan, but we have a better understanding of what we need to get there so yes
What could they have done better?
Nothing at all Andrew is very knowledgeable and always has time to meet us and go over things in a clear and easy to understand way
Repeat review
by a verified client in Lanarkshire
25 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Conway helped you since your last review?
Andrew has provided continued support and communication when required. He has provided reassurance and clarity when confused with changes that are currently happening.
Review
by a verified client in Lanarkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Bad experience with another advisor.
How has Andrew Conway helped you?
Financial advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
N/A