Reviewed for

Mortgages ( 1 )

Pensions ( 46 )

Retirement income (annuities, drawdown) ( 17 )

Auto Enrolment ( 1 )

Investments and Savings ( 10 )

Pension Transfers - Non Specialist ( 14 )

Inheritance Planning ( 2 )

Pension Transfers - Specialist ( 12 )

Financial Planning ( 6 )

Financial Mentoring ( 2 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 6 )

£100k - £200k ( 4 )

£50k - 100k ( 7 )

Up to £50k ( 5 )

Client reviews

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Berkshire

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

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Shropshire

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.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Middlesex

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

I had multiple pensions which I wanted to either open a more suitable pension or transfer in to one of the exisiting pensions I had.

How has Andrew Colyer-Worsell helped you?

He assisted me on reviewing my pensions and helped me decide on which pension was the best for my circumstances. Andrew and the team were patient and helped on assisting me with anything I found difficult to understand.

Have you seen the outcome you were hoping for?

Yes, he was able to advise me on the best pension for all my fund to go in to.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Bedfordshire

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

Pension advice particularly around drawdown

How has Andrew Colyer-Worsell helped you?

Advice, acting directly with pension company

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much to be honest. It all worked well.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in London

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

I was seeking a new advisor after my previous one had failed to 'advise'.

How has Andrew Colyer-Worsell helped you?

He and his team quickly identified the issues around the way my bond had been (mis)handled by the previous advisor and restructured the bond to better serve my needs. I was particularly impressed with the way Andrew made himself available for video calls; I actually am not particularly fond of this form of communication, but Andrew managed to make it more f an informal chat whilst still getting down to the issues at hand.

Have you seen the outcome you were hoping for?

Not applicable as I have since closed this bond, but I was happy with the way it was performing, considering COVID, and the possible future projections.

What could they have done better?

FixMyPension has a very annoying automated email reply bot that is kind of random and often beaten to it by one or other of the members of staff.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Investment and savings

How has Andrew Colyer-Worsell helped you?

Not sure

Have you seen the outcome you were hoping for?

I don’t think so

What could they have done better?

I don’t know

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Staffordshire

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

He was advising a company I worked for.

How has Andrew Colyer-Worsell helped you?

Transferred multiple pensions into one.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

March, 2023

Overall

Value

Service

Advice

Based in Kent

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

Poor advice received previously meant I had to look for an advisor

How has Andrew Colyer-Worsell helped you?

A plan for the next 5 yrs which hopefully allow me to enter semi retirement at aged 60

Have you seen the outcome you were hoping for?

I believe so

What could they have done better?

N/A

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in London

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

I needed advice to start a private pension.

How has Andrew Colyer-Worsell helped you?

Andrew explained to me how my investments will work.

Have you seen the outcome you were hoping for?

So far so good. I just need to invest more.

What could they have done better?

My questions were answered and next time I’ll have more questions It’s all about asking all the right questions.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Middlesex

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

I wanted to find out more about my three pensions and look at the possibility of consolidating them for ease of management

How has Andrew Colyer-Worsell helped you?

Andrew looked into my three different funds and advised I should consolidate two but keep the third as it was an advantageous fund. Later I needed to release some cash during gCovid and he helped me manage that process releasing the 25% tax free lump sum that I was allowed

Have you seen the outcome you were hoping for?

Yes, the consolidation has proved very effective (we eventually put the final two pensions together) and the new single fund has performed above my expectations. Andrew's advice has been taken at all stages and has proved very helpful.

What could they have done better?

Nothing - my requests and needs weren't complex but Andrew handled them with skill

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Selkirkshire

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

I was looking for unbiased advice on pension transfer. I doubted I would get truly objective advice from people who were offering advice (at a loss) for low or no cost, but were looking to generate their income (profit) from fat transfer and ongoing management fees. How could I feel confident that I was getting good advice when the IFA’s income is contingent on me following a particular course as result of their advice?

How has Andrew Colyer-Worsell helped you?

Andrew's fee structure, which placed much more emphasis on charging for the advice than for the transfer, gave me confidence that I would get objective advice. His willingness to provide ongoing advice on a time-cost basis, and only when needed, added to that confidence. His supporting services and are useful and all his staff have been efficient and personable.

Have you seen the outcome you were hoping for?

Yes, and I returned to him several years later for a review. I am very comfortable that my decisions have been informed by objective advice that took account of my circumstances, plans, and attitude to life and financial risk, and I was happy to pay for that advice.

What could they have done better?

Nothing.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Berkshire

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

Investment and pension advice.

How has Andrew Colyer-Worsell helped you?

Pension transfers and advice on financial issues.

Have you seen the outcome you were hoping for?

Yes. Andrew and his team have been very professional over the years. Always available if required.

What could they have done better?

Nothing - first class service.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Outside UK

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

Needed someone I could trust with my pension and I am completely satisfied with the advice from Andrew

How has Andrew Colyer-Worsell helped you?

Settled my mind going into retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I feel I got the best for the pot I had

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

I retired in 2016 and wished to transfer out of the company pension schemes I was enrolled in. Government regulations required me to seek professional advice before doing so.

How has Andrew Colyer-Worsell helped you?

At the time of my retirement, the change in the rules regarding company pensions had only recently come into effect and, for a novice, it was not easy to understand all the options available. Andrew conducted a comprehensive review of my assets and recommended a drawdown package that was perfectly suited to my needs. In the years since, he has provided valuable guidance whenever I wished to switch investments. Andrew is a great pleasure to talk to, and our sessions have always been stimulating and enjoyable. I would warmly recommend Andrew as a reliable adviser who provides an excellent service.

Have you seen the outcome you were hoping for?

Yes. My pension fund has performed well and I have been able to make full use of the flexibility afforded by the new regulations.

What could they have done better?

Nothing. Since I have not paid any adviser charges since the initial transfer, it would not be reasonable to expect FixMyPension.com to provide any ongoing monitoring or advice. I am happy to book an occasional advice session with Andrew on an ad-hoc basis.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Surrey

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

I had an opportunity to transfer out of my pension for a sum of money

How has Andrew Colyer-Worsell helped you?

Andrew took me through the process explaining, among other things, the pitfalls, advantages, risks and tax implications of what I was considering. Ultimately whether I would be better off leaving things alone

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can't think of anything

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Herefordshire

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

I had an amount of money that was stranded as AVC 's in my company pension scheme and also a private pension with Scottish Widows and these were amalgamated into a new Transact online account.

How has Andrew Colyer-Worsell helped you?

Andrew Colyer-Worsell helped me to remove the stranded AVC's from my company pension scheme, otherwise they would have remained stuck without the chance to grow.

Have you seen the outcome you were hoping for?

Not yet. The movement of the money has not had any time to grow.

What could they have done better?

No sure. But, I should have taken all the AVC money out rather than leaving it in the company scheme.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Devon

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

My first contact with Andrew was when I started my own company, he provided mortgage and pension advice.

How has Andrew Colyer-Worsell helped you?

As time progressed, he was able to combine pensions from my previous employment, then advise on the best options for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Hindsight is a great thing, no one could have forseen the events of the last 20 years. I am happy with the choices made.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

Improving my company's pension scheme for the benefit of all employees.

How has Andrew Colyer-Worsell helped you?

Andrew was attentive,receptive and totally understood the interests and aims of all members of our scheme . He achieved success on our behalf over the years and has continued to manage my personal pension investments on a more than satisfactory basis for almost forty years.

Have you seen the outcome you were hoping for?

In my opinion, Andrew has provided me with all the advice and assistance I would wish to to receive and has managed my affairs resulting in my best interests.

What could they have done better?

I could not suggest an improvement. Andrew, personally, as well as the team he has selected, has always given me the attention and service one would wish to receive.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Middlesex

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

Some months before my 65th birthday, I was informed through a pension tracing company, that I was eligible for a pension that I had completely forgotten about. This was a complete surprise for me. After obtaining all the necessary details I realised that I could not simply withdraw the funds without getting professional advice, as per government regulations.

How has Andrew Colyer-Worsell helped you?

Andrew Colyer-Worsell was able to provide the specific professional financial advice pertaining to my specific needs, after I had explained my financial situation.

Have you seen the outcome you were hoping for?

Yes, I was able to obtain the precise outcome I wanted.

What could they have done better?

Nothing.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Private pension

How has Andrew Colyer-Worsell helped you?

Giving good advice

Have you seen the outcome you were hoping for?

Yes happy with the results from the advice given

What could they have done better?

Nothing

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in North Yorkshire

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

Wanting to start investing when I began working.

How has Andrew Colyer-Worsell helped you?

Advised me on investments, pensions and an interim mortgage when moving house.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very happy with service provided over 35 years.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

My husband and I were contemplating looking at the possiblity of retiring early and wanted to ensure if this was a viable option for us, as we both had a least 5 years ahead of us before we could receive our state pensions. Andrew came as a recommendation from a working colleague who previously had worked with him.

How has Andrew Colyer-Worsell helped you?

We explained our financial position and found his advice to be quite an educational journey. We both had final salary pensions as well as employer money purchase schemes. With the final salary schemes we felt we were best to leave until the stated retirement ages on the schemes. Andrew explained that this was not necessarly so, by taking the income early outweighed the disadvantages.

Have you seen the outcome you were hoping for?

Yes, having received Andrews advice and acting upon it, we are very happy and were able to take our retirment early. The funds selected a performing very well and presently giving us the quality of life we wanted.

What could they have done better?

While Andrew and his administration team are very helpful, we did find ourselves having to get involved with chasing up our pension providers to speed up the process. This is not directly Andrew and his teams fault but mostly down to COVID 19 situation and pension provider staff working from home and communication breakdowns.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

My wife and I were contemplating looking at the possibility of retiring early and wanted to ensure if this was a viable option for us, as we both had a least 5 years ahead of us before we could receive our state pensions. Andrew came as a recommendation from a working colleague who previously had worked with him.

How has Andrew Colyer-Worsell helped you?

We explained our financial position and found his advice to be quite an educational journey. We both had final salary pensions as well as employer money purchase schemes. With the final salary schemes we felt we were best to leave until the stated retirement ages on the schemes. Andrew explained that this was not necessarily so, by taking the income early outweighed the disadvantages.

Have you seen the outcome you were hoping for?

Yes, having received Andrew’s advice and acting upon it, we are very happy and were able to take our retirement early. The funds selected are performing very well and presently giving us the quality of life we want.

What could they have done better?

While Andrew and his administration team are very helpful, we did find ourselves having to get involved with chasing up our pension providers to speed up the process. This is not directly Andrew and his team’s fault but mostly down to COVID 19 situation and pension provider staff working from home and communication breakdowns.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in London

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

Transfer my pension

How has Andrew Colyer-Worsell helped you?

Very professional

Have you seen the outcome you were hoping for?

Benefited me from his advice

What could they have done better?

They done everything

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

Needed advice regarding different pension options to suit my personal circumstances.

How has Andrew Colyer-Worsell helped you?

Definitely, I have felt very reassured by the advice he has given me and as a result I have now put plans in place for my pending retirement.

Have you seen the outcome you were hoping for?

Yes I'm very pleased and reassured

What could they have done better?

Nothing I can think of

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

Concern as previous help contradictory and sometimes wrong

How has Andrew Colyer-Worsell helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Totally satisfied

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Help with planning my retirement pension scheme

How has Andrew Colyer-Worsell helped you?

Setting up retirement scheme and advising me on future investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am satisfied with the advise given

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Surrey

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

member of Company Pension fund

How has Andrew Colyer-Worsell helped you?

after retirement advised me on planning future investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don't think so

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

Pension transfer, general pension advice and related pension fund investment advice.

How has Andrew Colyer-Worsell helped you?

Andrew provided expert advice and an efficient end-to-end service,

Have you seen the outcome you were hoping for?

Very satisfied with the outcome.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Middlesex

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

I decided I needed to sort out multiple pension pots. It was something I had put off for ages but when I finally made contact with Andrew the process began. He made the process really simple and easy to follow. His team are on the ball and I was kept up to date throughout the process.

How has Andrew Colyer-Worsell helped you?

I now have a much better understanding of my pension situation and my overall financial health is so much better.

Have you seen the outcome you were hoping for?

I am so much happier and now in control of my finances. I have a much better idea of what to do going forward. Andrew has given me the confidence to deal with things I was ignoring. I will be using him again and have recommended him to friends and colleagues.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Middlesex

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

Needed to consolidate various pensions

How has Andrew Colyer-Worsell helped you?

Expert advice, detailed analysis, pension fund selection, transfer of funds

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, service was first class

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Bedfordshire

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

Pension transfer and general advice on platforms

How has Andrew Colyer-Worsell helped you?

Andrew provided a very detailed explanations during the transaction and was very helpful in explaining and guiding me on my pension SIPP set up

Have you seen the outcome you were hoping for?

Andrew’s service was professional and I achieved what I wanted, I would highly recommend Andrew’s service to anyone who needs support with financial assistance

What could they have done better?

Can not think of anything, Andrew’s staff and team were very helpful providing all the necessary information and support in timely manners

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Shropshire

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

Having retired slightly early, and planning to move to a rural area. I needed advise and help to put different pensions in to one area and make sure my ideas were correct.

How has Andrew Colyer-Worsell helped you?

Andrew has been able with his office to deal with the pension companies and set up what was required whilst dealing with our move to a temp address and then to our new countryside home.

Have you seen the outcome you were hoping for?

The overall outcome has been better than I expected as Andrew was able to identify a point in one pension that allowed for a greater than normal tax free sum, which we are grateful to receive and gives great peace of mind in our new home.

What could they have done better?

Not much. Everything went well and I would have struggled with the pension companies and they were quick to chase them up.

First impression from a user who is not yet a client

December, 2016

Overall

Please provide a brief comment about your experience with Andrew

Andrew is a good communicator with an in-depth understanding of the pensions industry. At the same time very pragmatic with his approach to transfers. I will be recommending him to my own accountancy clients.

First impression from a user who is not yet a client

October, 2016

Overall

Please provide a brief comment about your experience with Andrew

Andrew was great. He was down to Earth, accommodating and had a sense of humour. I would definitely recommend him!

First impression from a user who is not yet a client

October, 2016

Overall

Please provide a brief comment about your experience with Andrew

Prompt friendly and informative

First impression from a user who is not yet a client

July, 2016

Overall

Please provide a brief comment about your experience with Andrew

Didn't meet Andrew but one of his team Kevin Long. Kevin was thorough and explained clearly all options. I am certainly considering using this service.

First impression from a user who is not yet a client

April, 2016

Overall

Please provide a brief comment about your experience with Andrew

Very thorough and professional. Not pushy but friendly and explained everything well.

First impression from a user who is not yet a client

March, 2016

Overall

Please provide a brief comment about your experience with Andrew

Pointless

First impression from a user who is not yet a client

March, 2016

Overall

Please provide a brief comment about your experience with Andrew

My initial meeting with Andrew was excellent, giving me a great deal of confidence that he could help with my situation.

First impression from a user who is not yet a client

February, 2016

Overall

Please provide a brief comment about your experience with Andrew

I was appreciative of the time Andrew took to explain,in detail the opions l would need to retire comfortably in a few years. Felt confident in his professional manor.

Review from verified client

December, 2015

Overall

Advice

Service

Value

Based in Herefordshire

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

Advice for investing my company pension so as to maximise my pension at retirement.

How has Andrew Colyer-Worsell helped you?

He set up another pension fund so that the works pension can be transferred easily to ensure flexibility and best returns.

Have you seen the outcome you were hoping for?

I put a cash lump sum into the new pension and as soon as I decide on my retirement date I will contact Andrew and he will transfer the company funds.

What could they have done better?

Nothing at this moment in time.

First impression from a user who is not yet a client

October, 2015

Overall

Please provide a brief comment about your experience with Andrew

So far as I know he is a perfectly competent adviser but I didn't use him as I don't want to go to the difficulty and the expense of arranging a meeting just to answer one straightforward question - I do not need a full overhaul of my finances. I understand this is due to the rules set by the FSA (or whatever the latest incarnation is called) but I would think that there must be a facility for this whilst still following the guidelines. I will now have to investigate the products available and manage without professional guidance - shame.

First impression from a user who is not yet a client

October, 2015

Overall

Please provide a brief comment about your experience with Andrew

Initial preliminary meeting very good....early stages of the process so cannot fully comment accurately on the outcome.....

First impression from a user who is not yet a client

September, 2015

Overall

Please provide a brief comment about your experience with Andrew

Andrew is a very personable individual who listen to my needs and was able to advise accordingly on the next steps.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Hertfordshire

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

Retirement overseas.

How has Andrew Colyer-Worsell helped you?

To move pensions and investments off shore in line with our level of risk assessments.

Have you seen the outcome you were hoping for?

We have moved some of our personal pensions off shore into QROPS and others which are final salary have been left in the uK. We also have some investments off shore as well.

What could they have done better?

A better understanding of Taxation on overseas investments would be good but, proved not to be essential.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Middlesex

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

I needed to find expert advice on my financial position.

How has Andrew Colyer-Worsell helped you?

Andrew was very thorough and provided excellent advice in a clear and understandable way.

Have you seen the outcome you were hoping for?

The outcome was fantastic and I am extremely satisfied with the advice that Andrew gave me.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Hertfordshire

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

I had pensions that needed to bundled together & put into 1 large pension which Andrew took care of perfectly for me. Whenever l needed advice or as recently to take money out of my pension Andrew acted speedily & pushed all through for me without any hiccups or worries. I would thoroughly recommend Andrew & his services to anyone without hesitation.

How has Andrew Colyer-Worsell helped you?

Pension package & pension withdrawal.

Have you seen the outcome you were hoping for?

Yes Absolutely, he put everything through for me as l requested.

What could they have done better?

I'm not sure he could have done better than he did, he got me exactly what l asked for & within a good time.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Essex

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

I needed to sort out my pension as I am self-employed.

How has Andrew Colyer-Worsell helped you?

Andrew tracked down a couple of pension that I still had from jobs I left over 15 years ago. He explained all the options and set up a new plan.

Have you seen the outcome you were hoping for?

I now know what I need to save for my retirement and am very happy that I have a structure for my finances.

What could they have done better?

Nothing to add. I think the service was excellent.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Middlesex

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

I wanted to consolidate several work pensions.

How has Andrew Colyer-Worsell helped you?

He advised me on the options available to me.

Have you seen the outcome you were hoping for?

Yes. All my frozen pensions have been transferred into one that is invested and growing.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Hertfordshire

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

Wanted help with my investmentd.

How has Andrew Colyer-Worsell helped you?

Andrew helped me get some order into my savings regine.

Have you seen the outcome you were hoping for?

Good & Yes.

What could they have done better?

Serviced received was excellant

Review from verified client

September, 2015

Overall

Advice

Value

Service

Based in Hertfordshire

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

I needed to review and consolidate a number of pensions and investments I had.

How has Andrew Colyer-Worsell helped you?

Andrew as able to advise on a pension product that provided flexibility in being able to move funds between investments and provided regular updates as to the value of the funds. I was able to amalgamate several investments into the one pension and also able to carry contributing to the fund monthly.

Have you seen the outcome you were hoping for?

The fund has grown although there have been ups and downs due to the volatile markets with some of the invested products.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Hertfordshire

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

Pension and annuities.

How has Andrew Colyer-Worsell helped you?

Collating all pension pots and getting annuities set up.

Have you seen the outcome you were hoping for?

Coming up to retirement yes have seen the outcome ok.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Hertfordshire

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

To take ownership of my pension.

How has Andrew Colyer-Worsell helped you?

Gave me a report with recommendations based on my risk profile allowing me to make an informed choice on my pension.

Have you seen the outcome you were hoping for?

I am comfortable with my position and am provided with the MI to monitor/control my pension portfolio.

What could they have done better?

Nothing at the time of writing.

Review from verified client

September, 2015

Overall

Value

Advice

Service

Based in Hertfordshire

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

Moving my distributed pension funds to a centralised balance risk location.

How has Andrew Colyer-Worsell helped you?

Right Advice with options.

Have you seen the outcome you were hoping for?

I am on track of my outcome.

What could they have done better?

I think what I Need - this is best I have received.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Middlesex

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

My wife and I were approaching retirement and wanted to simplify our multiple pension plans.

How has Andrew Colyer-Worsell helped you?

Andrew sorted out the collections of pension funds that my wife and I had acquired over the years, consolidating them into plans that now give us the retirement income that we requested and are flexible for the future. He also gave us some good advice about where to place our quick-access savings.

Have you seen the outcome you were hoping for?

We are now comfortably retired on the pension plans devised by Andrew.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in Hertfordshire

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

Wanting to start investment ISA vs just cash and wanted to know options for wife and self.

How has Andrew Colyer-Worsell helped you?

He provided excellent advise, helped us fully understand our risk profiles and options to invest. He fully explained the options and gave us confident, accurate and helpful advise. He is friendly and would highly recommend!.

Have you seen the outcome you were hoping for?

Yes, we continue to invest with him and returns and continued support are good.

What could they have done better?

None. Genuinely.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in Hertfordshire

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

Release some money from my pension lump sum.

How has Andrew Colyer-Worsell helped you?

Advised on forms to fill out and contacted my Pension Scheme and offered advice on my remaining investment.

Have you seen the outcome you were hoping for?

Received my lump sum in a timely fashion.

What could they have done better?

Nothing better - he was very helpful and friendly and treated us like a long term customer.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in Hertfordshire

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

Pension review and advice.

How has Andrew Colyer-Worsell helped you?

Explained clearly my options.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in Hertfordshire

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

I was retiring and I needed advice on the "way forward" for the future.

How has Andrew Colyer-Worsell helped you?

Knowledgeable, professional and explained the options available.

Have you seen the outcome you were hoping for?

Now retired and satisfied with his advice.

What could they have done better?

I was satisfied with his advice and I am not aware that did not cover all options available to me.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in Surrey

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

New job required it.

How has Andrew Colyer-Worsell helped you?

He was the company adviser and put everything in place for me.

Have you seen the outcome you were hoping for?

Yes, we still use Andrew.

What could they have done better?

We do not know enough to answer this but we expect very little.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in Norfolk

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

I was approching retirement and decided I needed advice on the best use of my pension pots.

How has Andrew Colyer-Worsell helped you?

Andrew researched the market at my level of pension pot and provided me with a number of options, each of which he explained in detail, from which I was able to select my preferred scheme. Andrew then completed all the paperwork for me.

Have you seen the outcome you were hoping for?

I am retired with a level of pension that enables me to enjoy a pleasent comfortable lifestyle.

What could they have done better?

I do not think that Andrew could have done any better. He informed me of his fee at the start, he made feel relaxed and at no time did I feel pressurised or rushed and he kept me informed at all stages.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in London

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

I had to make a decision about my pension and needed advice about how to achieve the best outcome.

How has Andrew Colyer-Worsell helped you?

Andrew provided clear, practical advice and explained my options, offering an excellent solution to the problem.