Andy's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 124 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 82 )
Investments and Savings ( 65 )
Pension Transfers - Non Specialist ( 36 )
Inheritance Planning ( 18 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 24 )
Financial Planning ( 52 )
Financial Mentoring ( 4 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 25 )
£100k - £200k ( 23 )
£50k - 100k ( 11 )
Up to £50k ( 14 )
( 2 )
Review
by a verified client in Kent
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement and needing to sort out my pensions
How has Andy King helped you?
Achieved my aspirations
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Hampshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance from my Mum's estate
How has Andy King helped you?
Navigate my way through understanding my savings and pensions so that I am better informed about my future plans and options
Have you seen the outcome you were hoping for?
Yes I have a better idea of my options to make an informed decision when to transition into part time work and ultimately retirment
What could they have done better?
Nothing - the advice was informed, concise and practical so that I could apply it to my own situation
Review
by a verified client in Essex
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was advised to seek a adviser as to me it was a substantial amount,and a adviser would be the best person to look after my pension
How has Andy King helped you?
Andy has dealt with with my pension,and any queries i may have had quickly and effectively.
Have you seen the outcome you were hoping for?
Yes i have been happy with the outcome so far
What could they have done better?
I don't think they could have done a lot better,under the present circumstances the way the financial side of thing's are in the worlds market's
Review
by a verified client in Hampshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement and the need to consolidate 13 pensions.
How has Andy King helped you?
Andy helped to explain the pros and cons of my various pensions and suggested, after working with me to establish my risk appetite, a way forward which would match the level of risk I was willing to take with my pension investments.
Have you seen the outcome you were hoping for?
Yes. My simplified portfolio seems to be performing as expected. Andy also gave me good advice regarding a lump sum investment.
What could they have done better?
I cannot think of anything.
Review
by a verified client in Essex
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement.
How has Andy King helped you?
Advised possible courses of action and explained pro’s and con’s of each in an easily understandable way.
Have you seen the outcome you were hoping for?
Yes, The 2 funds in which i invested have both produced the expected results despite the volatility of the market over the past year.
What could they have done better?
Andy always takes the time to enquire about any changes in circumstances and references details of previous discussions. I have no complaints whatever.