Andrew's reviews
Reviewed for
Insurance and Protection ( 27 )
Mortgages ( 19 )
Pensions ( 87 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 50 )
Investments and Savings ( 120 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 27 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 56 )
Financial Mentoring ( 16 )
Financial Coaching ( 12 )
( 2 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 33 )
£100k - £200k ( 21 )
£50k - 100k ( 10 )
Up to £50k ( 6 )
Review
by a verified client in North Yorkshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
It was high time to get a professional involved with pensions etc. I had neglected this area for many years.
How has Andrew Elson helped you?
Yes Andrew has been most helpful, patient and professional.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
Review
by a verified client in West Yorkshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My father was a customer of Andrew’s many years ago and was happy with the service he provided. When I inherited some money it was a priority to seek financial advice to get the best return, and to make the money work for me. I then started saving regularly on a monthly basis to ensure that my husband and I would be financially secure in retirement.
How has Andrew Elson helped you?
I have always trusted and valued Andrew’s advice, which is a major contributing factor of why I have been a client for the past 20 years. Andrew has helped me navigate through the investment minefield and always manages to explain things in a lay man’s terms. He arranged a meeting with an external professional so that we could make Wills and Lasting powers of attorney.
Have you seen the outcome you were hoping for?
Yes. We now feel financially secure in our retirement, and are able to do the things we have always wanted to do. This gives us freedom and choices to enjoy our latter years.
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was retiring and didn't know what to do with My pension
How has Andrew Elson helped you?
Gave me comfort a d reassurance and explained c,early my options and what to do
Have you seen the outcome you were hoping for?
Yes happily retired
What could they have done better?
None
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retiring and needed l explaining what to do with my pensions and savings
How has Andrew Elson helped you?
Structured savings and investments to provide income to fund retirement alongside my pensions / this allowed us to move near the coast and fanily
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Andrew
It was a very friendly professional and informative discussion that clearly had my best interests at heart.
Andrew:
Thank you, Sue, for taking the time to leave such a thoughtful first impression review. It was a real pleasure speaking with you, and I’m so pleased you found our conversation friendly, professional and informative. It’s important to me that every client feels comfortable discussing their situation openly, and I’m glad that came across during our meeting. I’m also pleased to hear that you gained a clearer understanding of the topics we covered and how I would help you work towards achieving your goals. We always aim to provide advice that’s not only tailored to your circumstances and easy to follow, but also rooted in what’s right for you. I’m glad you felt our discussion reflected that. It’s great to know the way our fees work was clear and transparent – clarity around costs is an important part of building trust and helping you make confident decisions. Thanks again for your kind words – they’re truly appreciated. Andrew