Andy's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 13 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 7 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 13 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 1 )
£100k - £200k ( 1 )
Review
by a verified client in Surrey
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Andy has been extremely helpful - his knowledge is exceptional and he has guided me through a very difficult time after loosing my husband
How has Andy Dixon helped you?
Andy has advised me where to put money, how to do an ISA and the timing of the transfer - he has advised me on investments and i am totally comfortable and extremely happy that I have someone that is there to answer my questions and take an interest in my finances.
Have you seen the outcome you were hoping for?
Slowly its coming together - he was my husbands financial consultant and since he passed away Andy has been helping me - I have total faith in his advice and abilities.
What could they have done better?
Absolutely nothing - I would not be where I am today if it was not for him - he always there if I have a question and willing to help and give me advice
Review
by a verified client in Surrey
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Years ago, when I came into some money.
How has Andy Dixon helped you?
Good advice and what to look out for.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I know of.
Andy:
Thank you for your kind words and positive review! It’s been a pleasure assisting you over the years and helping you achieve the outcomes you hoped for. I’m grateful for your trust and always here if you need further support. Your feedback means a lot—thank you!Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment of money
How has Andy Dixon helped you?
Good solid advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Andy:
Thank you for your kind 5-star review. It’s always my goal to deliver excellence, and your positive feedback reinforces my commitment to maintaining the highest standards.Review
by a verified client in London
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for a pension and life protection when we were starting a family
How has Andy Dixon helped you?
Provided advice on how best to invest our limited savings, and advice on pensions relative to tax saving
Have you seen the outcome you were hoping for?
Yes, I believe we have.
What could they have done better?
We have been very pleased with Andy's advice and very approachable demeanour. Our concern is a general one regarding the use of an IFA for the limited savings we have, and whether we would have been better limiting the adviser fees and simply investing in a tracker fund (such as S&P 500). There are a lot of media articles suggesting it is better to minimise 'managing' funds, however we are not experienced or particularly knowledgeable about investing.
Andy:
Thanks for sharing your thoughts! I’m glad you had a positive experience and will work on your feedback to achieve a perfect score next time.Review
by a verified client in London
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Andy is thoughtful, honest, always available, and helps reassure us that we are on track in our retirement planning!
How has Andy Dixon helped you?
As above. We trust his opinions and advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
nothing
Andy:
Thank you for the glowing review! I’m delighted that you're happy with our service. Your feedback motivates us to keep delivering the best experience possible.