Andrew Stewart

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

Sale of house which left a lump sum

How has Andrew Stewart helped you?

swapped pension over to SJP Helped set up better rewarding savings accounts Ongoing advice where required

Have you seen the outcome you were hoping for?

so far yes

What could they have done better?

All good so far

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

I had just turned 55 and was setting up as a sole trader. I needed advice on my various pensions and how I could access any money from a small private pension. Andrew had been recommended to me by a friend.

How has Andrew Stewart helped you?

Firstly, Andrew simply took time to get to know me and my own personal circumstances. This was so reassuring. Then Andrew advised and professionally guided me through what I had initially thought was a minefield of options! But, due to Andrew’s experience and knowledge he made it less confusing. And ultimately empowered me to make decisions. Due to a change in circumstances, I needed to have a pause in the process. He was patient in his explanations, hugely compassionate and again took time to reevaluate my pension options with me.

Have you seen the outcome you were hoping for?

Yes,

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

I started my own business and needed to consolidate and start up a new pension

How has Andrew Stewart helped you?

Andrew helped me consolidate and set up my pension

Have you seen the outcome you were hoping for?

Yes, my pensions are all into one and growing well

What could they have done better?

Nothing, all is good.

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

I had some money to invest and also wanted to set up a private pension.

How has Andrew Stewart helped you?

Andrew helped by creating a cash flow model, taking into consideration my current circumstances and future plans. We then looked at how best to invest my money to make it work for me, and how to ensure my pension pot had enough money to allow retirement at the age I want.

Have you seen the outcome you were hoping for?

Yes, I am happy with the plan. There has been constant communication and information sharing to make sure I had a clear understanding of the process throughout.

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

A financial gift from my parents and the recommendation to use Andrew as a financial adviser through a family friend

How has Andrew Stewart helped you?

Andrew set up a stocks and shares profile for me and walked me through everything for setting myself up for future financial security. He is incredibly patient and makes you feel very comfortable to ask any questions. He's happy to explain things in multiple ways when you're not savvy with the language and made me feel confident in choosing him.

Have you seen the outcome you were hoping for?

Too early to tell in terms of returns but Andrew was brilliant and set up everything I was looking to have done