Andrew's reviews
Reviewed for
Insurance and Protection ( 15 )
Pensions ( 189 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 81 )
Auto Enrolment ( 1 )
Investments and Savings ( 162 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 41 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 23 )
Financial Planning ( 48 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 71 )
£200k - £500k ( 50 )
£100k - £200k ( 17 )
£50k - 100k ( 4 )
( 3 )
Up to £50k ( 6 )
Review
by a verified client in Cheshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My first ever financial advisor was linked to a bank and was only offering that banks products. As my income grew it soon became apparent that I had outgrown this financial advisors capability and his advise was not appropriate.
How has Andrew Day helped you?
Andrew has advised me now for over 20 years in various companies, he’s that good I’ve followed him. He took charge of my pension and all other investment requirements to enable me to retire and too allow us to live with a good degree of financial stability.
Have you seen the outcome you were hoping for?
I’ve been retired now for coming up to ten years and the one problem I don’t worry about is fianance. Given the financial market volatility over recent years I can only praise Andrew and his teams advice and handling of my finances. Taking action as a when needed.
What could they have done better?
I’m not sure they could have. I am more than happy with the situation.
Andrew:
Thank you so much for such kind and thoughtful feedback. It really does mean a lot to me, and I’ve thoroughly enjoyed working with you over the years. Your continued trust and loyalty are hugely appreciated. I’m especially pleased to hear that you’ve been able to enjoy your retirement without having to worry about your finances, even during some very unsettled markets. Helping you reach that point of stability and confidence has always been the goal. Thank you again for taking the time to share your experience — it’s been a pleasure supporting you, and I’m always here if you ever need anything.First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Andrew
In fact, I met with Andrew's colleague Daniel Gordon, who gave a helpful overview of various retirement planning options and the service depledge could provide.
Review
by a verified client in Cheshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To make sure my pension is secure and increases over time
How has Andrew Day helped you?
He has managed to secure my pension which has increased eminently
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing more
Andrew:
Thank you so much for sharing your experience. I am delighted to hear that securing and growing your pension was achieved as you hoped. It’s great to know the outcome has given you confidence for the future. We are always here to help ensure your financial goals stay on track.Repeat review
by a verified client in Staffordshire
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Day helped you since your last review?
Advice on retirement income planning
Andrew:
Mike, Thanks for the review. Always a pleasure to work with you and your family. Regards AndrewRepeat review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Andrew Day helped you since your last review?
We have now been clients of Andrew Day for nearly 10 years and we continue to be very happy with the service we receive from him. Including talking through various pension options available to assist in arriving at a decision that was suitable for us.
Andrew:
Thanks for the review. Much appreciated. Andrew