Andrew's reviews

Reviewed for

Insurance and Protection ( 46 )

Mortgages ( 1 )

Pensions ( 234 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 176 )

Auto Enrolment ( 3 )

Investments and Savings ( 259 )

Pension Transfers - Non Specialist ( 50 )

Inheritance Planning ( 153 )

Long Term Care ( 20 )

Pension Transfers - Specialist ( 35 )

Financial Planning ( 224 )

Financial Mentoring ( 43 )

Financial Coaching ( 22 )

( 2 )

Reviewers' assets

£500k+ ( 110 )

£200k - £500k ( 34 )

£100k - £200k ( 4 )

£50k - 100k ( 6 )

( 5 )

Up to £50k ( 6 )

Review

by a verified client in Buckinghamshire

2 days ago

Overall

Advice

Service

Value

How has Andrew Flowers helped you since your last review?

Andrew has explained the options available to me when I realise the proceeds of the sale of my house. He has also explained the investment options to optimise my income tax position.

Review

by a verified client in Buckinghamshire

3 days ago

Overall

Advice

Service

Value

How has Andrew Flowers helped you since your last review?

I wanted advice on accessing additional regular income from my portfolio. Andrew advised on this and set it up for me

Andrew:

Dear Lindsey, thank you so much for your positive review. I’m glad we were able to advise on accessing additional regular income from your portfolio and to put the appropriate arrangements in place. It’s rewarding to see straightforward planning deliver tangible outcomes, reducing uncertainty around cashflow and allowing you to focus on your priorities. If you have any further questions as circumstances change, please do get in touch. Andrew and the Vizion Wealth Team
Review

by a verified client in Buckinghamshire

11 days ago

Overall

Advice

Service

Value

How has Andrew Flowers helped you since your last review?

He has helped reduce tax payments. enhance and streamline my portfolio.

Andrew:

Dear Philip, thank you very much for your positive review. I’m pleased we’ve been able to reduce your tax payments and enhance and streamline your portfolio. That outcome shows how tailored financial advice can improve tax efficiency, simplify complex holdings and ensure your investments are aligned with your goals and risk profile. We appreciate your trust and look forward to continuing to support your financial plan. Andrew and the Vizion Wealth Team
Review

by a verified client in Buckinghamshire

17 days ago

Overall

Advice

Service

Value

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

The transfer of my Db Pension from my employer to my own private pension plan led me to Vision Wealth and Andrew Flowers

How has Andrew Flowers helped you?

He manages my Private Pension, reviews how the fund is performing, makes recommendations, offers first class long term financial planning advice including income flow forecasting, financial management and taxation guidance.

Have you seen the outcome you were hoping for?

Yes, I have a clear idea of focus in the medium term (next 2-5 years), of a financial strategy designed to provide s sustainable financial plan relating to my private Pension and Buy to let Portfolio.

What could they have done better?

Nothing comes to mind.

Andrew:

Dear Ian, thank you for such a positive review and for trusting Vizion Wealth with the ongoing management of your pension. I’m pleased our regular fund reviews, recommendations and long‑term planning - including income forecasting, tax and broader financial management - have given you clarity for the next 2–5 years. It’s encouraging to hear the plan feels sustainable and aligned with your private pension and buy‑to‑let portfolio goals. Providing clear, practical advice that supports long‑term outcomes is exactly what we aim to deliver. Thanks again for your kind words. Andrew and the Vizion Wealth Team
Review

by a verified client in Buckinghamshire

19 days ago

Overall

Advice

Service

Value

How has Andrew Flowers helped you since your last review?

Forecasting our pension arrangements to ensure we will have financial capacity for self sufficiency during retirement.

Andrew:

Dear Kulvinder, thank you for your positive review. I’m pleased our forecasting of your pension arrangements has helped give clarity on the income you can expect and confidence that you will have the financial capacity for self-sufficiency in retirement. Using detailed projections and stress-testing allows us to identify any gaps early and recommend practical steps to keep your plan on track. Regular reviews mean the plan adapts as circumstances change, giving you greater certainty about the future. We appreciate your trust and look forward to continuing to support your retirement planning. Andrew and the Vizion Wealth Team