Andy's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 45 )
Retirement income (annuities, drawdown) ( 34 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 8 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 27 )
Financial Mentoring ( 7 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 18 )
£100k - £200k ( 11 )
£50k - 100k ( 2 )
Up to £50k ( 7 )
Review
by a verified client in Derbyshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Annual pension and investment review
How has Andy Conally helped you?
Advice given was clear and targeted o my needs.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
managing a sipp that was outside my expertise
How has Andy Conally helped you?
Sound, sensible advice.
Have you seen the outcome you were hoping for?
Not completed the actions yet, but heading the right direction
What could they have done better?
Nothing so far
Review
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term investment
How has Andy Conally helped you?
Great advice and ongoing support
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Devon
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To manage my pension and provide financial planning for retirement
How has Andy Conally helped you?
He's laid out a clear financial plan to reach my pension goals and has been very helpful suggesting funds that would work for me
Have you seen the outcome you were hoping for?
Yes I've been very happy with my pension performance since Andy has been managing it
What could they have done better?
Nothing so far and all on track
Review
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The best way to invest inherited money.
How has Andy Conally helped you?
Advice given regarding my late husband's estate and setting up a trust fund in accordance with his will.
Have you seen the outcome you were hoping for?
Ongoing discussions with family and Andrew.