Andrew Mence

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

Looking for advice leading up to retirement

How has Andrew Mence helped you?

Andrew advised us on many aspects including how best to plan for retirement given our existing savings and my HL pension scheme.

Have you seen the outcome you were hoping for?

Yes. Andrew’s advice was most helpful.

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

Review of my pension plan, and likely pot size at retirement

How has Andrew Mence helped you?

Initially talked me through options at high level, i then decided I required more guidance in how to achieve my retirement aims

Have you seen the outcome you were hoping for?

I now understand the plan, and what I need to do to get there

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

Move to a new company and desire to consolidate pensions.

How has Andrew Mence helped you?

Andrew advised on all my current funds and guided the consolidation process.

Have you seen the outcome you were hoping for?

Yes, everything worked as it should.

What could they have done better?

Andrew was proactive

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

I had accumulated 6 different pensions over my working life and had a lump sum to invest.

How has Andrew Mence helped you?

He advised what Hargreaves Landsdown could offer.

Have you seen the outcome you were hoping for?

Yes.

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

Retirement planning.

How has Andrew Mence helped you?

Endless patience in advising and explaining everything very clearly to ‘non finance’ people!

Have you seen the outcome you were hoping for?

Yes, excellent outcomes.

What could they have done better?

Perhaps a little more clarity in the way that written reports are set out.