Austin's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 8 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 7 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 5 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 5 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 3 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Northumberland
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Already a customer of SJP but wanted Austin as my adviser.
How has Austin Anderson helped you?
Helping understand the product information and process.
Have you seen the outcome you were hoping for?
Yes, I’m now on the App and check regularly
What could they have done better?
Nothing in my opinion
Review
by a verified client in Durham
4 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to review my financial position and contacted Austin Anderson to assess my existing pension fund
How has Austin Anderson helped you?
Austin reviewed my existing pension fund and put forward a much stronger proposition which convinced me he was the right person to take control of my financial affairs
Have you seen the outcome you were hoping for?
Yes in 1 word
What could they have done better?
I should have reviewed my affairs sooner
Review
by a verified client in Durham
8 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to create a pension pot for myself.
How has Austin Anderson helped you?
He was easy to communicate with, listened to my needs and concerns. From this he formulated a plan I was comfortable with.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, very happy
Review
by a verified client in Durham
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As I am of retirement age I needed advice on when would be appropriate to retire, the benefits and drawbacks of retiring too early.
How has Austin Anderson helped you?
Austin has provided me with a clear picture of my current pension plan and has given me advice on when best to retire to maximise my income from pension.
Have you seen the outcome you were hoping for?
Yes I can see the forecasted outcome from the advice given and am very satisfied.
What could they have done better?
Nothing at all. Austin is very polite, professional and responsible. The time afforded to me and the advice given has been extremely comforting and appreciated.
Review
by a verified client in Durham
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was aware of my friends and family having had financial advice and I thought I had also better receive some.
How has Austin Anderson helped you?
Austin has guided my husband and I on our pensions, health insurance and tax advice with regards our properties.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing