Andrew Grice

Repeat review from verified client

July, 2022

This review is a follow-up review from a client who left a review previously.

How has Andrew Grice helped you since your last review?

On top of our prior investments Andrew and his staff provide my family with advice on a broad spectrum of fiscal activities. This advice is always given readily, whether we purse investment or not. Occasionally some aspects fall outside the investment track and Andrew will guide us to the relevant expert who can help us on our journey. Always honest and forthright I can say we trust Fylde Wealth Management one hundred percent with our finances. This is an extremely friendly, approachable company whom I highly recommend. Thank you

Repeat review from verified client

July, 2022

This review is a follow-up review from a client who left a review previously.

How has Andrew Grice helped you since your last review?

Andrew has confirmed he is always available to provide advice when I need it. To date, I have been very happy with his advice and with the performance of SJP in terms of managing my investments.

Review from verified client

March, 2022

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

I needed to restart my pensions and look at financial planning for my loved ones and retirement.

How has Andrew Grice helped you?

Andrew has supported me in restarting my pension, which I have needed to do for long a time. Andrew also helped me to take out an insurance policy to protect loved ones if ever required.

Have you seen the outcome you were hoping for?

Yes, I have.

What could they have done better?

Nothing, Andrew shared his expertise in a professional and friendly way and took the time to explain everything to me in simple terms.

Review from verified client

September, 2021

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

Advice given when enrolling into work pension.

How has Andrew Grice helped you?

Offered advice into personal investments for life events and to prepare myself financially for later life.

Have you seen the outcome you were hoping for?

Yes the investments have grown and enabled me to put a deposit on my house aswell as continuing to save for later life.

Review from verified client

September, 2021

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

Had money to invest

How has Andrew Grice helped you?

Clarification of some tax measures

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2021

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

Sold our business and I received a pension lump sum. I needed advice on how to invest.

How has Andrew Grice helped you?

Andrew gave us a home visit initially and gave us good advice on how to invest our money.

Have you seen the outcome you were hoping for?

Yes and more, our investment has earned more than we expected

What could they have done better?

Nothing, we are very satisfied with the service we received

First impression from a user who is not yet a client

August, 2021

Please provide a brief comment about your experience with Andrew

Andrew is very professional, friendly, and helpful. His expertise is second to none and I would highly recommend his financial services.

First impression from a user who is not yet a client

August, 2021

Please provide a brief comment about your experience with Andrew

Andrew has the ability to keep things simple, ensure that the client's needs are centric and goes out of his way to provide excellent service and therefore fits the bill of a trusted advisor perfectly.

Review from verified client

July, 2021

This review was gathered whilst the adviser was at a different firm.

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

Retirement.

How has Andrew Grice helped you?

Brought clarity to a highly complex area.

Have you seen the outcome you were hoping for?

As well as can be expected given external circumstances.

What could they have done better?

Use that Crystal ball.

Review from verified client

July, 2021

This review was gathered whilst the adviser was at a different firm.

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

Someone else to look after the Pounds, Shillings and Pence

How has Andrew Grice helped you?

By recommending the right products for the job

Have you seen the outcome you were hoping for?

Mostly

What could they have done better?

Just one fund went badly wrong. Not the fault of the advisor but the fault of SJP and their due diligence.

First impression from a user who is not yet a client

July, 2021

This review was gathered whilst the adviser was at a different firm.

Please provide a brief comment about your experience with Andrew

I have worked with Andrew now for over 5 years and always found that he is very professional and thorough in his approach

Review from verified client

July, 2021

This review was gathered whilst the adviser was at a different firm.

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

Looking initially for monetary security for our children if one us us were to pass away.

How has Andrew Grice helped you?

Brilliant advice which allowed us to select a policy that suited our needs without any forced selling. A truly stress free experience that will see us sending our business Andrew's way. A true gent, concerned more with our financial security than his own.

Have you seen the outcome you were hoping for?

Totally

What could they have done better?

Nothing a stress free, impartial and honest experience.

Andrew's reply

Thank you for your review! I am pleased I could help you with your families future planning and I look forward to our next meeting for a chat and to see how your getting on.

Review from verified client

July, 2021

This review was gathered whilst the adviser was at a different firm.

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

I have used St James’s Place for financial advice for many years and I’m happy with their service.

How has Andrew Grice helped you?

We reviewed the financial performance of my investments through SJP

Have you seen the outcome you were hoping for?

Yes thank you.

What could they have done better?

I don’t think so.

Review from verified client

July, 2021

This review was gathered whilst the adviser was at a different firm.

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

A variety of my accounts had not been performing for years, which needed to change and I needed confidence for my future plans.

How has Andrew Grice helped you?

After analysing my accounts for me he put them into a balance between an ISA & bonds to ensure being tax efficient and agreed a relevant portfolio. Andrew was very amenable, efficient and thorough, which gave me confidence in him.

Have you seen the outcome you were hoping for?

I certainly have, the performance has been far better than I imagined, even during the turbulent times of covid.

What could they have done better?

Nothing I can think of, really happy.

Review from verified client

July, 2021

This review was gathered whilst the adviser was at a different firm.

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

On the savings front, any money that I was saving with my high street bank was getting very little interest so I sought advice to how it could be saved more wisely to give me a better return. On the protection front, I had just brought a house and wanted to ensure that me and my partner would be financially alright should anything happen to either of us that would prevent us from working or worse.

How has Andrew Grice helped you?

Andrew went through all my needs and setup a regular investment so that I am now saving each month. Me and my partner are now covered by life and critical illness policies. We have regular review meetings to ensure that everything is still suitable. On the few occasions I've had additional queries, I have always been able to book some time in with Andrew.

Have you seen the outcome you were hoping for?

Yes, very much so - the regular investment I have setup is doing far far better than a high street bank would ever have done!

What could they have done better?

Nothing could have been done better. I had no previous experience of financial advise and Andrew walked me through everything I needed and made sure I considered things I didn't even know existed!

Review from verified client

July, 2021

This review was gathered whilst the adviser was at a different firm.

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

Having a young family I started to look at what I needed if the worst was to happen to me or my partner and felt I needed to put some assurance in place so I felt confident about our future planning as a family

How has Andrew Grice helped you?

He looked at our current finances, and really listened to our budgets, concerns and what we wanted for our family. He also came up with suggestions and other options that we had not even considered or aware was available to us.

Have you seen the outcome you were hoping for?

Yes. I'm looking forward to our next meeting as I can explore the next stage of our family planning to look at savings for our children.

What could they have done better?

Nothing, no pressure, regular reviews that fit around our busy lifestyle.