Andy's reviews
Reviewed for
Insurance and Protection ( 18 )
Mortgages ( 3 )
Pensions ( 69 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 44 )
Auto Enrolment ( 1 )
Investments and Savings ( 74 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 27 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 33 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 32 )
£200k - £500k ( 11 )
£100k - £200k ( 3 )
Up to £50k ( 1 )
£50k - 100k ( 4 )
( 2 )
Review
by a verified client in Cardiff
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term financial security
How has Andy Gait helped you?
I have known Andy since childhood and have seen how professor has been for many years. I trust Andy explicitly with confidentiality and professionalism to look after my families financial welfare
Have you seen the outcome you were hoping for?
Yes, so far
What could they have done better?
Nothing, Andy has explained everything with myself and family with transparency and simplistically
Review
by a verified client in Monmouthshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lack of financial planning knowledge
How has Andy Gait helped you?
Given me confidence in talking about the future.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I think Andy has ticked all the boxes very efficiently.
Andy:
Thanks Gay - been a pleasure working with you.Review
by a verified client in Vale of Glamorgan
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was near to retirement and needed advice on how to prepare for the future
How has Andy Gait helped you?
He has planned my investments and retirement options for both my wife and I for over 20 years
Have you seen the outcome you were hoping for?
He has more than exceeded our expectations
What could they have done better?
Nothing that I can think of.
Review
by a verified client in Gloucestershire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Professional advice needed
How has Andy Gait helped you?
Managed investments and income in retirement. Overseen growth of capital and maximising income whilst minimumising tax burden
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Gloucestershire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Andy Gait helped you?
Financial planning and investment
Have you seen the outcome you were hoping for?
Yes