Andy Dixon

What were the circumstances that caused you to initially look for an adviser?

Funds to invest

How has Andy Dixon helped you?

Given expert advice and shows great empathy

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can’t think

What were the circumstances that caused you to initially look for an adviser?

Andy is part of the company that oversees my pension portfolio. I was introduced to Andy when my previous advisor left.

How has Andy Dixon helped you?

Andy has been key to helping me to understand my financial position and how I can use my pension as well as giving me suggestions on the opportunities that are open to me.

Have you seen the outcome you were hoping for?

Absolutely,

What could they have done better?

N/a at this point

What were the circumstances that caused you to initially look for an adviser?

Initially we needed advice on pensions as one of us had been self-employed and not made best use of personal pension options. With time this has changed to also include other investments and retirement planning.

How has Andy Dixon helped you?

Andy has been crucial in providing detailed knowledge of the financial markets which he clearly communicates to us as less financially savvy individuals. Andy's interpersonal style is such that we feel fully consulted and his approach shows great understanding of our preferences and attitude to risk. Andy helps us to drill down and identify the key priorities for our finances and as this changes over time meeting with Andy regularly allows us to review and revise our plans accordingly which is reassuring.

Have you seen the outcome you were hoping for?

Yes.

What were the circumstances that caused you to initially look for an adviser?

Due to a lack of time, I needed to turn to an independent advisor to advise and manage my financial affairs, in particular my SIPP.

How has Andy Dixon helped you?

Andy's knowledge, experience and persistence was instrumental in us landing out on robust pension/retirement plan which we are now reaping the rewards from.

Have you seen the outcome you were hoping for?

Yes, we now have a robust retirement plan in place with a well funded portfolio which balances growth and risk in line with our requirements.

What could they have done better?

n/a

What were the circumstances that caused you to initially look for an adviser?

Lack of knowledge about savings and investment opportunities. Challenges with capital gains calculations and tax

How has Andy Dixon helped you?

Andy sent over a template spreadsheet and helped me to calculate costs and income for tax purposes. He made appointments to meet online to ensure he had the correct information and that he was working in our best interests. He offered transparent advice in line with our goals and generally was supportive and relational in his approach.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing