Andrew's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 71 )
Retirement income (annuities, drawdown) ( 55 )
Investments and Savings ( 57 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 37 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 53 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 40 )
£200k - £500k ( 12 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Andrew
All communications with Andrew have been helpful and friendly. Explanations of procedure, implications, risks and costs have all been clear, concise and easy to understand. We would be happy to deal with Andrew again should we require his assistance in the future.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Andrew
Andrew was very welcoming and professional on our initial visit. He explained everything clearly and we were very happy to answer all our questions. We didnt feel bamboozled with technical wording or indeed any hard sell and are looking forward to working with him.
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
How has Andrew Lee helped you since your last review?
Very professional and has great comfort in communication
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
How has Andrew Lee helped you since your last review?
Andrew has given me very helpful advice on all the above issues at our annual in-person reviews and has been easily contactable between reviews, mainly when I have needed advice on pension-related matters.
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
How has Andrew Lee helped you since your last review?
Given advice on a pension draw down