Andy's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 5 )
Pensions ( 79 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 39 )
Investments and Savings ( 85 )
Pension Transfers - Non Specialist ( 32 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 17 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 26 )
£100k - £200k ( 22 )
£50k - 100k ( 4 )
Up to £50k ( 6 )
Review
by a verified client in West Midlands
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Husband had retired and wanted to invest some of his retirement money for the future
How has Andy Ollason helped you?
Andy helped and advise us which was the best way to invest the money, so that we could draw down money when required
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
It was an investment plan that suited us and have no regrets
Review
by a verified client in Essex
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted a better performance from my pension investments.
How has Andy Ollason helped you?
Yes, the money we transferred and has increased since then. We regularly review the level of investment risk I am happy with.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, I am happy with the investment yields.
Review
by a verified client in Suffolk
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had a pension review and invest spare savings.
How has Andy Ollason helped you?
Yearly reviews to keep my financial states up to date.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing.
Review
by a verified client in Argyll
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had various pensions which were sitting not doing much.
How has Andy Ollason helped you?
Andy looked into all my pensions and advised best courses of action for each of them.
Have you seen the outcome you were hoping for?
Returns have been in line with the markets.
What could they have done better?
Happy with outcomes
Review
by a verified client in Norfolk
8 months ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
Needed somebody to help control my savings & point me in the correct direction.
How has Andy Ollason helped you?
Andy is always willing to listen & advise me honestly & correctly.
Have you seen the outcome you were hoping for?
Yes , in these turbulent times , Andy's advise has payed dividends .
What could they have done better?
Nothing really.