Andrea's reviews
Reviewed for
Pensions ( 9 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 5 )
£100k - £200k ( 1 )
Review
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I met Alex Campbell probably 40 years ago and he advised on life insurance. Have continued to use his services until his retirement. Andrea has taken over his role and I am extremely satisfied with the service she provides
How has Andrea Sanders helped you?
Since retirement she has focused our attention on how best we can administer my pension pot.
Have you seen the outcome you were hoping for?
Not as yet. Only met with her very recently
What could they have done better?
Don't think so.
Review
by a verified client in South Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed an financial advisor around 20 years ago to look after my private pensions that I had.
How has Andrea Sanders helped you?
Andrea and her work colleagues have given me good financial advice whilst also managing my pension.
Have you seen the outcome you were hoping for?
I have being more than happy with the outcome that I have seen over the last 20 years.
What could they have done better?
They couldn't really have done anything better because they are always willing and available when ever you need them.
Review
by a verified client in Lincolnshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with Andrea and her predecessor for approximately 20 years looking after my pension and savings.
How has Andrea Sanders helped you?
By explaining the risks and benefits of my investments and is always available for advice when I need it.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I can’t think of any circumstance where I could have complained.
Review
by a verified client in South Yorkshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Imminent retirement options
How has Andrea Sanders helped you?
Professional advice on investment pension options for retirement income
Have you seen the outcome you were hoping for?
Initially returns were above expectations. However the current climate is negative. But improving
What could they have done better?
Professional advice given, current climate to update investors in market conditions and reassurance
Review
by a verified client in Lincolnshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Future retirement planning
How has Andrea Sanders helped you?
Continued support from my previous advisor who had retired.
Have you seen the outcome you were hoping for?
Not yet