Angus Willson

Ascot Lloyd

Angus's reviews

Reviewed for

Insurance and Protection ( 15 )

Mortgages ( 26 )

Pensions ( 179 )

Equity Release ( 12 )

Retirement income (annuities, drawdown) ( 85 )

Investments and Savings ( 172 )

Pension Transfers - Non Specialist ( 34 )

Inheritance Planning ( 27 )

Long Term Care ( 8 )

Pension Transfers - Specialist ( 18 )

Financial Planning ( 20 )

Reviewers' assets

£500k+ ( 47 )

£200k - £500k ( 37 )

£100k - £200k ( 23 )

Up to £50k ( 16 )

( 1 )

£50k - 100k ( 20 )

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Review

by a verified client in Essex

2 months ago

Overall

Advice

Service

Value

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

I decided to retire at 56yrs and wanted a good professional keep an eye on my pension to investments.

How has Angus Willson helped you?

Trying to keep money appropriately invested.

Have you seen the outcome you were hoping for?

Well, one could always want more, but realistically I just want to be able to enjoy the few years in retirement.

What could they have done better?

I don’t know, that’s why I pay for a professional investor Angus.

Angus:

Thanks so much for leaving a positive review, I' m pleased to hear you are happy with what myself and the team are doing here. Best wishes, Angus

Review

by a verified client in Sussex

2 months ago

Overall

Advice

Service

Value

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

divorce

How has Angus Willson helped you?

advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

N/A

Angus:

I'm pleased to hear you're happy with the advice I've been providing over the years, and appreciate you taking the time to leave a review. Best Angus

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Angus

Angus listened carefully to my explanation of my situation. He gave me open and honest advice on how I should progress, which gave me confidence in my decision.

Angus:

Many thanks for your feedback, I do appreciate you taking the time to leave it. I'm pleased I was able to help and answer your questions. Best wishes, Angus

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Angus

Angus was efficient and very helpful. Jargon free and clear advice on a number of issues. Friendly and welcoming.

Review

by a verified client in West Sussex

5 months ago

Overall

Advice

Service

Value

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

Retirement

How has Angus Willson helped you?

Well explained advice on how to group together more than one pension fund and invest to provide an income on retirement and how to invest savings to provide a good return.

Have you seen the outcome you were hoping for?

Exactly on target overall, in some areas exceeded.

Angus:

thanks so much for leaving the review, great to hear you are pleased with what we have done to date, and we will carry on. best, Angus