Andrew Stewart

Andrew Stewart

A S Wealth Management

Andrew's reviews

Reviewed for

Insurance and Protection ( 13 )

Pensions ( 49 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 22 )

Investments and Savings ( 42 )

Pension Transfers - Non Specialist ( 16 )

Inheritance Planning ( 17 )

Long Term Care ( 8 )

Pension Transfers - Specialist ( 12 )

Financial Planning ( 25 )

Financial Mentoring ( 5 )

Financial Coaching ( 2 )

( 1 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 5 )

£100k - £200k ( 2 )

£50k - 100k ( 4 )

Up to £50k ( 16 )

First impression

by a VouchedFor user

22 days ago

Overall

Please provide a brief comment about your experience with Andrew

Andrew has been excellent throughout the process of re organising our finances. He has lead us step by step and patiently answered our many questions. I would recommend him highly to anyone. Thank you Andrew.

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Andrew

Andrew is an extremely professional financial advisor, whom we trust very much with our finances. He gives very balanced professional advice and explains the complexities of different choices and processes very clearly. He has been really patient with us and his team are very efficient at responding to our messages and dealing with a very difficult pensions firm. I recommend him very highly.

Review

by a verified client in London

8 months ago

Overall

Advice

Service

Value

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

I joined a new business last year, and one of the benefits for senior management is a pension scheme managed by SJP. Andrew explained the ins and outs of this new way of saving for my pension, and also advised on if and when to consolidate other pension pots.

How has Andrew Stewart helped you?

Andrew always offers good advice and is very good and making sure that I, the client, completely understand the advice he is giving me.

Have you seen the outcome you were hoping for?

Yes.

First impression

by a VouchedFor user

8 months ago

Overall

Please provide a brief comment about your experience with Andrew

I know Andrew personally, but have been so impressed since becoming a client of his. His guidance is so clear and professional.

Review

by a verified client in Perthshire

8 months ago

Overall

Advice

Service

Value

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

We had savings sitting in an ISA and did not know what to do with them. My wife also required a pension which Andrew helped with.

How has Andrew Stewart helped you?

For someone that was not well versed on investments and pensions Andrew took time to educate us on the whole process without making us feel stupid.

Have you seen the outcome you were hoping for?

Yes we have

What could they have done better?

Nothing - top notch service