Andrew Colyer-Worsell

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

I had an opportunity to transfer my pension funds

How has Andrew Colyer-Worsell helped you?

Andrew had previously assisted with my wifes transfer and was able to hilight the pros and cons of me doing the same

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Cant think of anything

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

I needed to set up a private pension, and consolidate my pensions into one pot.

How has Andrew Colyer-Worsell helped you?

He and his team set up my pension, offered very helpful advice, and transferred my numerous other pensions across to my new one.

Have you seen the outcome you were hoping for?

Yes - I am beginning to build up my pensions.

What could they have done better?

Nothing - they have been brilliant.

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

I needed an overall pensions review having gone self-employed.

How has Andrew Colyer-Worsell helped you?

Andrew reviewed all of my employment pensions, worked out my retirement goals and help me make sense of what I had. Then we planned for my self-employed element. I will be contacting Andrew this year for another review to ensure I am on track and if I need to make any adjustments. Andrew made sense of it all.

Have you seen the outcome you were hoping for?

So far, however, I feel another review is needed given the recent state of the economy.

What could they have done better?

Nothing I can think of.

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

Recommended by friend

How has Andrew Colyer-Worsell helped you?

Sound initial advise

Have you seen the outcome you were hoping for?

Yes. But bad timing was bad asCovid Energy crisis. Ukraine war have impacted.

What could they have done better?

Probably nothing

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

Looking to put pensions in order.

How has Andrew Colyer-Worsell helped you?

Agreed strategy that I was following, and cotacted differing firms and put into one place.

Have you seen the outcome you were hoping for?

Better than hoped for as he managed to release a greater portion of tax free sum than I thought was possible.

What could they have done better?

Not sure but I doubt it.