Andrew's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 29 )
Retirement income (annuities, drawdown) ( 20 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 15 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 22 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 5 )
£100k - £200k ( 1 )
Review
by a verified client in Essex
4 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
taking early retirement and needing assistance in financial planning
How has Andrew Lee helped you?
Andrew has consistently given clear advice and guidance on financial planning around my pension and savings
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing...always has offered great service
First impression
by a VouchedFor user
24 days ago
Overall
Please provide a brief comment about your experience with Andrew
It is an absolute pleasure to meet Andy and do business with him. Andy explains everything very clearly and professionally in a friendly manner. No hard sell or pushy sales chat. He is a very approachable chap and I feel very confident that Andy will head me in the right direction with the best possible service for the future of my finances and portfolio. ?
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension Transfer
How has Andrew Lee helped you?
Conducted annual reviews
Have you seen the outcome you were hoping for?
Generally yes.
Review
by a verified client in Cambridgeshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Dissatisfied with our previous adviser
How has Andrew Lee helped you?
He has been an excellent guardian of our family finances and so this has been a huge weight off my mind
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
I'm very happy with the way things are, thank you
Review
by a verified client in Cambridgeshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was due to retire from full time work
How has Andrew Lee helped you?
Sensible tax and investment advice
Have you seen the outcome you were hoping for?
Mainly yes
What could they have done better?
All seemed perfectly good so little change required