Andrea's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 26 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 6 )
Auto Enrolment ( 1 )
Investments and Savings ( 16 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 11 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 8 )
£100k - £200k ( 2 )
£50k - 100k ( 2 )
Up to £50k ( 2 )
First impression
by a VouchedFor user
4 years ago
Overall
Please provide a brief comment about your experience with Andrea
Did not contact me
First impression
by a VouchedFor user
4 years ago
Overall
Please provide a brief comment about your experience with Andrea
Did not contact me at all...
Review
by a verified client in Manchester
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to raise some capital from old pensions to possibly start a business or franchise.
How has Andrea Gregory helped you?
Talked me through the possibilities re my two old pensions, gave excellent impartial advice and kept me up to date with developments. Also helped with inheritance planning.
Have you seen the outcome you were hoping for?
On the whole, yes.
What could they have done better?
Nothing really as I said the advice was excellent and she was always available for any queries I had
Review
by a verified client in Lancashire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Requirement to transfer from direct benefits pension
How has Andrea Gregory helped you?
After initial meeting with Andrea everything was taken care of by Andrea and her team. Making herself available for any questions or concerns I had.
Have you seen the outcome you were hoping for?
Yes, transfer was completed very quickly and hassle free.
What could they have done better?
To be honest, nothing, came across very informed from first meeting and didn't disappoint.
Review
by a verified client in Manchester
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to transfer my pension
How has Andrea Gregory helped you?
Talked me through the process gave me the information to make an informed choice
Have you seen the outcome you were hoping for?
Yes I'm happy with the decision I made
What could they have done better?
Not from my point of view excellent service throughout