Andrew's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 6 )
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 36 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 12 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 26 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 5 )
£100k - £200k ( 7 )
( 1 )
Up to £50k ( 1 )
£50k - 100k ( 6 )
Repeat review
by a verified client in Swansea
10 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Williams helped you since your last review?
He is always available to give advice and updates and responds with a day from questions.
Repeat review
by a verified client in Swansea
13 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Williams helped you since your last review?
He is always available for advice. He is easy to talk to, and will insure we are happy with his service.
Repeat review
by a verified client in Swansea
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Williams helped you since your last review?
Andrew continues to provide sound advice and having recently reviewed our wills with our solicitor, Andrew was able to reassure us that our money held in a bond cannot be used to finance our care in a home should we need to go down that road in the future. It is important to us that we can keep some of our hard earned money to pass on to our sons. He was also able to facilitate a small drawdown on one of our ISAs so that we could help them out now.
Andrew:
Thank you for your kind review! I’m delighted to hear you were happy with our service, and I truly appreciate your support. If there’s anything else I can assist you with, please don’t hesitate to reach out.Repeat review
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Williams helped you since your last review?
Pension advice
Andrew:
Thank you for your kind review! I’m delighted to hear you were happy with our service, and I truly appreciate your support. If there’s anything else I can assist you with, please don’t hesitate to reach out.Repeat review
by a verified client in Powys
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Williams helped you since your last review?
Yes, we contacted him because we were buying a bungalow and didn’t know whether we would sell our house due to the market slowing down.
Andrew:
Thank you for your kind review! I’m delighted to hear you were happy with our service, and I truly appreciate your support. If there’s anything else I can assist you with, please don’t hesitate to reach out.