Mark Andrews

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

I had recently been made redundant, had several pensions including work and private and wanted better visibility of my future finances to ascertain what my next steps might be with regards to timings for gaining employment.

How has Mark Andrews helped you?

Mark was incredibly thorough from the outset. He took the time to fully understand my personal circumstances and used them to tailor his advice whilst being mindful of key timelines that we needed to meet to expedite the process. He clearly recommended what my next financial steps could be using relevant examples and offered an additional free sessions including a detailed personalised financial analysis to reassure me. (Most IFA's offer 1 free session with the analysis being chargeable).

Have you seen the outcome you were hoping for?

Yes. The sessions gave me clarity and confidence in my financial decisions. I have since engaged him as my IFA and we have completed the groundwork, moved my pensions, set up savings options and had a face to face meeting to dissect every option. It has been a very positive and productive experience so far.

What could they have done better?

Nothing comes to mind-his service has been professional, personal and highly valuable throughout.

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

We wanted to surrender a bond that was in trust for our daughter in the most tax efficient way

How has Mark Andrews helped you?

Mark advised us how to surrender this bond and how our daughter should invest this inheritance money

Have you seen the outcome you were hoping for?

Our daughter has now invested this money in a variety of ways

What could they have done better?

The surrender process through Standard Life was painfully slow - no fault of Mark . Mark in fact contacted them to help speed up this process.

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

Loan in retirement years

How has Mark Andrews helped you?

Helping to secure the loan that meets our needs

Have you seen the outcome you were hoping for?

yes

What could they have done better?

giid service, nothing better expected

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

I now share a house with my daughter and son-in-law and we all thought it a better idea to invest with the same adviser's company.

How has Mark Andrews helped you?

Yes indeed.

Have you seen the outcome you were hoping for?

N/A

What could they have done better?

N/A

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

I wanted to remortgage my property

How has Mark Andrews helped you?

Mark have gotten me the best deal on the market

Have you seen the outcome you were hoping for?

Yes I definitely have

What could they have done better?

Get in touch with him sooner