Andrea's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 9 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 11 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 2 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Have been linked to Jones Regan for many years, and Andrea took over from a previous advisor
How has Andrea Connor helped you?
Andrea has helped with a number of things including insurance for inheritance tax and investment ISAs.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I can think of.
Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had some money i needed to invest with.
How has Andrea Connor helped you?
Andrea helped me pick the best investment for me.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not a lot
Andrea:
Thank you Sheila for taking time to write a review. It’s really appreciated and Thank you again for the referrals you have already made to me. See you very soon Kind regards AndreaReview
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Andrea Connor helped you?
Advice on fund placement
Have you seen the outcome you were hoping for?
Yes
Andrea:
Thank you for taking time out to complete my review. Looking forward to seeing you both very soon. Kind regards AndreaReview
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had an occupational pension lump sum to invest.
How has Andrea Connor helped you?
She has explained my investments clearly and simply (as somebody who understands nothing about finance) without being patronising. Asked me about my ongoing situation and any need for changes.
Have you seen the outcome you were hoping for?
My returns for low/medium risk have been satisfactory and enabled me so far to live the live I choose during retirement.
What could they have done better?
Can’t think of anything
Andrea:
Hello Trish , Thank you so much for your lovely words. I look forward to our meetings and our chats outside of financial. It’s always been a pleasure to help you, your family and father with your investment and retirement objectives. Looking forward to our next meeting. Regards AndreaReview
by a verified client in Manchester
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed someone to help with a steady growth porfolio
How has Andrea Connor helped you?
I have known Andrea for a long time and has always guided me in a positive direction.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure
Andrea:
Thank you so much for your lovely feedback David. You’ve been a wonderful client for all the years I have known you. I am so pleased that I have been able to help you with your financial planning and goals. See you soon. Regards Andrea