Andrew's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 48 )
Retirement income (annuities, drawdown) ( 41 )
Auto Enrolment ( 1 )
Investments and Savings ( 60 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 33 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 51 )
Financial Mentoring ( 11 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 13 )
£100k - £200k ( 3 )
£50k - 100k ( 3 )
Up to £50k ( 5 )
Review
by a verified client in Hampshire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help
How has Andrew Urquhart helped you?
Gave me good advice
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in West Sussex
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inherited funds.
How has Andrew Urquhart helped you?
Clean, easy to understand advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Berkshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
They took over from a previous advisor
How has Andrew Urquhart helped you?
With inheritance tax and financial planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Do notvthinknso
Review
by a verified client in Surrey
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to save and invest long term
How has Andrew Urquhart helped you?
We have over the years discussed the pros and cons available to me
Have you seen the outcome you were hoping for?
Yes, have seen a better growth than I would have earned at the bank or with my property portfolio.
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Andrew looked after my late husbands affairs
How has Andrew Urquhart helped you?
Andrew looks after my savings and pensions and provides annual advice in person
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing