Andrew's reviews
Reviewed for
Insurance and Protection ( 29 )
Mortgages ( 19 )
Pensions ( 104 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 63 )
Investments and Savings ( 139 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 36 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 76 )
Financial Mentoring ( 18 )
Financial Coaching ( 13 )
( 2 )
Reviewers' assets
£500k+ ( 30 )
£200k - £500k ( 39 )
£100k - £200k ( 22 )
£50k - 100k ( 11 )
Up to £50k ( 7 )
Review
by a verified client in Leicestershire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to get an understanding of our money and put ourselves in the best position for the future.
How has Andrew Elson helped you?
He is patient and explains everything clearly. Giving us options but guidance on what is best for us as individuals .
Have you seen the outcome you were hoping for?
Our pension has grown very rapidly and thats thanks to the knowledge and advice from Andrew.
Review
by a verified client in North Yorkshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I’ve been with Berry & Oak for a number of years leading up to my retirement. I was looking for simple, honest advice rather than quick emails laced with nonsensical jargon.
How has Andrew Elson helped you?
They have helped me successfully navigate my retirement transition,
Have you seen the outcome you were hoping for?
The assistance I have received in establishing the Yorkshire building society has provided a clear framework for my continuing income and savings.
What could they have done better?
Communication might be clearer; their current record shows a high level of satisfaction with their service.
Review
by a verified client in West Yorkshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As retirement drew near, I sought approachable guidance that avoided specialised financial terms.
How has Andrew Elson helped you?
He helped me handle my retirement transition, including my 7IM.
Have you seen the outcome you were hoping for?
I have quickly observed the financial advantages of seeking professional guidance.
What could they have done better?
When a person performs beyond expectations, there is very little more one could request.
Review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement and had a few buy to lets, savings and pensions that were all scattered around and I was bamboozled
How has Andrew Elson helped you?
Andrew sorted it all into order, explained what I had, amalgamated and streamlined and gave me confidence to retire
Have you seen the outcome you were hoping for?
Yes - they look after all the paperwork and keep me on the straight and narrow
What could they have done better?
Nothing
Andrew:
Thank you, Sylvia, for your lovely feedback and for sharing your experience of working with me over the years. It means a great deal to know that you feel so confident about where you are today. When you first came to me, you had buy-to-lets, savings and pensions in various places and described feeling rather “bamboozled” by it all. I’m delighted that bringing everything together, explaining what you had and creating a more streamlined plan helped give you the confidence to retire. It’s particularly rewarding to hear that you value the ongoing support too. Looking after the paperwork and keeping everything on track may not be the most glamorous part of financial planning, but it can make a real difference to feeling organised and reassured about your financial future. Your comment that you “couldn’t be more confident” that you’re on track is especially lovely to read. Thank you, Sylvia, for the trust you’ve placed in me over the years and for being such a passionate advocate for what we do.Review
by a verified client in Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to retire and didn't know if I could afford to and had many investments
How has Andrew Elson helped you?
Helped me understand what I had and how they could be used to give me an income each year to fund my retirement
Have you seen the outcome you were hoping for?
Yes I am enjoying retirement and travel quite a bit
What could they have done better?
Nothing
Andrew:
Thank you, Doris, for taking the time to leave a review. It has been a pleasure working with you over the years, and I really appreciate your kind comments. I am delighted to hear that we were able to help you gain a clear understanding of your investments and create a retirement income plan that gave you the confidence to retire when you wanted to. Knowing that you are now enjoying your retirement and travelling is especially rewarding, as that has always been the goal of our planning together. Thank you also for your comments about the clarity of our correspondence and for your confidence in the advice and recommendations you have received. Building long-term relationships based on trust, regular communication and helping clients understand both the opportunities and potential risks of their financial decisions is something I value greatly. Your recommendation means a great deal, and I am grateful for your continued trust and support. I look forward to continuing to work with you in the years ahead and helping you remain on track to enjoy your retirement with confidence. Andrew