Andrew's reviews
Reviewed for
Insurance and Protection ( 35 )
Mortgages ( 8 )
Pensions ( 70 )
Retirement income (annuities, drawdown) ( 19 )
Investments and Savings ( 61 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 15 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 29 )
Financial Mentoring ( 8 )
Financial Coaching ( 8 )
( 2 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 10 )
£100k - £200k ( 7 )
£50k - 100k ( 12 )
Up to £50k ( 6 )
Review
by a verified client in Middlesex
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Andrew Kennedy helped you?
By advising on investments
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
We are satisfied with the advice we received. Andrew and his team, are very approachable and helpful.
Review
by a verified client in Northamptonshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I looked for an adviser as I started my family, so I could be in a position to provide a secure future for them and myself in the long term.
How has Andrew Kennedy helped you?
He has been very diligent and attentive to my needs, in helping encourage the right setup that works for me and my family. Since being with him, I have gotten life insurance, opened ISAs and a pension - as well as planning my long term goals over the next 20 years.
Have you seen the outcome you were hoping for?
Yes, we have a long term approach, but I am in a significantly better position now than before I met Andrew.
Review
by a verified client in Surrey
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to maximise my pension
How has Andrew Kennedy helped you?
Helped invest in the right companies at the appropriate risk level.
Have you seen the outcome you were hoping for?
So far, yes.
What could they have done better?
Nothing
Review
by a verified client in Northamptonshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Various pensions and insurances gathered over 30 the years needed a holistic review to maximise the potential. Our buisness accountant recommended Andrew.
How has Andrew Kennedy helped you?
Explaining what we have, how it could be reinvested, helped us identify a risk strategy we were happy with and most importantly explained the whole process including the nuances of financial jargon that we could understand.
Have you seen the outcome you were hoping for?
Transfers and investments recently completed. Outcomes to be reviewed 6 monthly with Andrew, but sooner at our request.
What could they have done better?
Nothing really, Andrew and his team have been very informative, patient and answered all our questions.
Review
by a verified client in Essex
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Desire to have long-term retirement planning in place and school fees planning
How has Andrew Kennedy helped you?
Set-up life pension and school fees plans
Have you seen the outcome you were hoping for?
Yes other than poor performance of the market due to bad timing of Russian invasion...