Andrew's reviews
Reviewed for
Insurance and Protection ( 35 )
Mortgages ( 1 )
Pensions ( 166 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 123 )
Auto Enrolment ( 2 )
Investments and Savings ( 187 )
Pension Transfers - Non Specialist ( 38 )
Inheritance Planning ( 107 )
Long Term Care ( 13 )
Pension Transfers - Specialist ( 27 )
Financial Planning ( 159 )
Financial Mentoring ( 35 )
Financial Coaching ( 18 )
( 2 )
Reviewers' assets
£500k+ ( 79 )
£200k - £500k ( 26 )
£100k - £200k ( 3 )
£50k - 100k ( 6 )
( 4 )
Up to £50k ( 5 )
Review
by a verified client in Buckinghamshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had money to invest and needed professional advice.
How has Andrew Flowers helped you?
Andrew has done exactly as asked, to protect my wealth in line with inflation and allow me to safely enjoy my retirement. When I need advice about financial matters, he has always guided and advised me to a successful outcome.
Have you seen the outcome you were hoping for?
Yes Andrew has provided exactly the outcome I needed, my money is available when I need it and my capital is well managed within the agreed risk framework.
What could they have done better?
Andrew’s team have been excellent managing my portfolio and I could not ask for more.
Andrew:
Dear Paul, Thank you so much for taking the time to share your positive experience. We truly appreciate your kind words. It’s wonderful to hear that you feel we've met your needs in protecting your wealth and allowing you to enjoy your retirement. We are especially pleased that our guidance on financial matters has consistently led to successful outcomes for you. We value your trust in us and are committed to continuing to provide you with excellent service. Best regards, Andrew and the Vizion Wealth TeamReview
by a verified client in Cambridgeshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning and then becoming a widow
How has Andrew Flowers helped you?
Good, clear advice and explanations of possible investments to suit my situation
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I'm satisfied with the service they offer
Andrew:
Dear Jackie, Thank you so much for taking the time to leave a positive review. I really appreciate it. I'm so pleased to hear that you've been satisfied with the service provided. It’s great to know that the advice and explanations around your investments have been clear and suited to your specific circumstances, and I'm delighted you’ve seen the outcomes you were hoping for. We value building long-term relationships with our clients, and your feedback is invaluable. Best wishes, Andrew and the Vizion Wealth TeamReview
by a verified client in Lancashire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Many Small Personal Pensions needed consolidation
How has Andrew Flowers helped you?
Investment, Inheritance, Pension and long term financial planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Andrew:
Dear Julie, Thank you so much for your positive review. I'm happy to hear that you're satisfied with the consolidation of your personal pensions and our support with investment, inheritance, and long-term financial planning. It's great to know that you have achieved the outcomes you were hoping for. We strive to provide personalised and effective advice to simplify financial matters and support your goals. Your feedback is very much appreciated. Best wishes, Andrew and the Vizion Wealth TeamReview
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A need for my pensions to work better for me and have reliable plans for the future
How has Andrew Flowers helped you?
Andrew has clearly explained the options available and the risks and benefits of those options.
Have you seen the outcome you were hoping for?
Yes - my expectations have been exceeded despite the volatility of financial markets.
What could they have done better?
Nothing springs to mind.
Andrew:
Dear Steven, Thank you so much for taking the time to leave such a positive review! It's great to hear that you feel your pensions are working better for you and that you have reliable plans for the future. I’m pleased I was able to clearly explain the options available to you and that you understood the potential risks and benefits. Exceeding your expectations, even with the current market volatility, is a fantastic outcome and demonstrates the value of having a well-structured financial plan in place. We appreciate your trust in Vizion Wealth and look forward to continuing to help you achieve your financial goals. Best regards, Andrew and the Vizion Wealth TeamReview
by a verified client in Cambridgeshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning advice and pension consolidation
How has Andrew Flowers helped you?
Very good advice leading to savings achieved on tax and more effective financial planning all round
Have you seen the outcome you were hoping for?
Yes
Andrew:
Dear Jane, Thank you for your positive review. I'm pleased to hear that you found our advice valuable, particularly in tax savings and enhancing your financial planning. It's great to see that you've achieved the outcomes you were hoping for, especially with your pension consolidation. Your feedback highlights the benefits of seeking tailored financial advice, and I’m pleased to know it has made a difference in your financial journey. We are always here to support you with expert advice and personalised planning. Best regards, Andrew and the Vizion Wealth Team