Andrew's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 53 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 38 )
Auto Enrolment ( 2 )
Investments and Savings ( 56 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 22 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 32 )
Financial Mentoring ( 13 )
Financial Coaching ( 7 )
( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 11 )
£100k - £200k ( 7 )
( 1 )
Repeat review
by a verified client in London
4 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Vaughan helped you since your last review?
Andrew has recently given me a lot of help and guidance around the subject of pension income, particularly annuities and drawdown. He always replies so quickly and thoroughly to questions and makes complex subjects clear and accessible.
Andrew:
Thank you very much for your feedback. It’s a pleasure helping you.Repeat review
by a verified client in Essex
13 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Vaughan helped you since your last review?
Andrew always keeps me informed of any current changes. He had also advised that we need a catch up meeting to move forward with pension planning.
Andrew:
Thank you for your feedback, it is very much appreciated.Repeat review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Vaughan helped you since your last review?
With you-know-who in the White House, it's been a time of profound uncertainty (likely to last until 2028). So a calm hand at the tiller is what we need. Andrew provides that. We asked questions and he responded with useful and considered replies.
Andrew:
Thank you for talking the time to feedback. We very much appreciate it and do not take for granted you trusting us.Repeat review
by a verified client in Hampshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Vaughan helped you since your last review?
Andrew makes himself available and provides clear and concise advice at all times. Excellent guidance, knowledge and people skills. Andrew is patient and able to deliver professional information and knowledge in a personally tailored way. Highly recommended.
Andrew:
Thank you for taking the time to provide us with your feedback. I look forward to talking again soon.Repeat review
by a verified client in Surrey
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Vaughan helped you since your last review?
Due to a serious illness in the family our financial plans required updating. Andrew guided us through this and we now have the plans in place. We now feel much more comfortable
Andrew:
Thank you very much for feeding back. We are glad we meet your expectations and look forward to assisting you further moving forwards