Andrew Brixey-Williams

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

I was approaching possible retirement age, and wanted to work out whether my various pensions would be enough to live on or whether I needed to carry on working.

How has Andrew Brixey-Williams helped you?

He helped me get to grips with my various pensions, and advised me on how to get the best out of them. Crucially, he also helped me with a cashflow report, which was a vital part in working out whether my retirement income would cover my spending. He also helped me invest my savings. But above all, he was a sensible and sympathetic voice who helped guide me through the minefield of financial planning, which even for someone who considers themselves numerate and not a complete novice can be a real nightmare.

Have you seen the outcome you were hoping for?

Definitely. I have now left my old day job (although not exactly retired) and am happy in the knowledge that my finances are totally secure.

Please provide a brief comment about your experience with Andrew

Very Helpful

Please provide a brief comment about your experience with Andrew

Andrew was quick to respond and we have had two calls. He has also sent through a proposal. He has a gentle manner and his priority is to understand my aims rather than sell his services. It's a far cry from my experience with this sector so far.

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

I have a lump sum to invest and a change in circumstances

How has Andrew Brixey-Williams helped you?

Andrew advised on a suitable investment strategy for my wife and i . Andrew is not like most financial advisors I have come across. he is a little bit quirky and I really like that. He is very patient and has given us all the time we need to make decisions. At no time did we feel rushed or pressured into anything

Have you seen the outcome you were hoping for?

Its too early to say but the quality of the advice and the level of service have both been terrific

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

I am 71 years old and was keen to plan ahead in terms of how much money I would need if I had to go into care and what I could afford to give to my children and reduce the burden of Inheritance Tax. I'd had advice from the two firms where my money was invested but I wanted an independent opinion

How has Andrew Brixey-Williams helped you?

He used the computer programme to work out a number of scenarios eg if I gave away x amount to the children and went into care aged 80 for 5 years, how much money would I have left, if any? The system is flexible so he patiently worked through a wide variety of possibilities first with me and then in a separate meeting with me and my children so they themselves could appreciate the likely outcomes, I particularly appreciated his sensitivity to our family's dynamics!

Have you seen the outcome you were hoping for?

Yes in the sense that it is now much clearer to me that I can't afford to give away as much money as one of the advisers suggested

What could they have done better?

I can't think of anything!