Andy King

Andy King

Ellis Bates Financial Advisers (part of Shackleton)

Andy's reviews

Reviewed for

Insurance and Protection ( 3 )

Pensions ( 82 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 51 )

Investments and Savings ( 49 )

Pension Transfers - Non Specialist ( 28 )

Inheritance Planning ( 11 )

Long Term Care ( 6 )

Pension Transfers - Specialist ( 21 )

Financial Planning ( 39 )

Financial Mentoring ( 3 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 14 )

£200k - £500k ( 17 )

£100k - £200k ( 17 )

( 1 )

Up to £50k ( 11 )

£50k - 100k ( 10 )

Review

by a verified client in Hertfordshire

13 days ago

Overall

Advice

Service

Value

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

Retirement and investment advice

How has Andy King helped you?

Advised on best investment strategies and setting up of agreed investment products

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not a lot.

Review

by a verified client in Northamptonshire

13 days ago

Overall

Advice

Service

Value

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

Looking towards retirement and seek professional advice for mine and my families future.

How has Andy King helped you?

Yes, very much so. Detailed and thorough. All questions answered so very knowledgeable.

Have you seen the outcome you were hoping for?

Still ongoing due to retirement in about 2 years. However, so far so good

What could they have done better?

Currently, nothing. Excellent service from Andy.

Review

by a verified client in Essex

18 days ago

Overall

Advice

Service

Value

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

Old pension was stagnant

How has Andy King helped you?

I have lots more money in my pension pot

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in London

20 days ago

Overall

Advice

Service

Value

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

Starting retirement and being of the generation that received a lump sum and therefore needed good and trustworthy advise

How has Andy King helped you?

Andy King has always been direct and understanding over issues that have appeared or questions asked.Due to health issues

Have you seen the outcome you were hoping for?

Due to health issues outcomes have had to be general and open since circumstances could change dramatically at a future date so plans as such remain open and i feel that these are always ready for review if there were changes in personal circumstances.

What could they have done better?

At present I am happy that everything has progressed well and that i have been informed even under these difficult times from the States

Review

by a verified client in Kent

20 days ago

Overall

Advice

Service

Value

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

Each and every time I ask for help Andy is always willing to help and advise thank you

How has Andy King helped you?

Sorting out my pensions from other companies I have worked for and the one I was with at the time I retired gave me the best advice thanks

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as all was sorted