Andrew's reviews
Reviewed for
Insurance and Protection ( 14 )
Pensions ( 183 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 77 )
Auto Enrolment ( 1 )
Investments and Savings ( 156 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 38 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 22 )
Financial Planning ( 42 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 67 )
£200k - £500k ( 50 )
£100k - £200k ( 17 )
£50k - 100k ( 4 )
( 3 )
Up to £50k ( 5 )
Repeat review
by a verified client in Lancashire
a day 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?
Andrew has advised us on Pensions and Investments.
Repeat review
by a verified client in Cheshire
10 days 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?
He continues to monitor our investments and inheritance tax burden and advises on any changes necessary to keep our portfolios on track
Andrew:
David Thanks for the review. Always a pleasure working with you and Mary. Regards AndrewRepeat review
by a verified client in Manchester
22 days 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?
Andrew has provided our family with on going investment and pension advice.
Andrew:
Neil, Thanks for the review which is much appreciated. Always a pleasure working with your family. Regards AndrewRepeat review
by a verified client in Lancashire
a month 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?
Moving into these difficult times it is reassuring to know that Andrew is always available to help and guide me to the best options available for me and my family to ensure my investments are used effectively.
Andrew:
Michael. Thanks for the review. Much appreciated. It is been great working with you and your family over the years and much work to do going forwards. Regards AndrewRepeat review
by a verified client in Lancashire
a month 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?
Andrews continued valued advice and guidance and very much appreciated. Recently we have consulted on both our pension situation, advice on pension drawdown and IHT planning. Following Andrews advice, we have been able to make informed decisions and follow the best paths forward for us. We are indebted to Andrew and his team. Brian & Lesley
Andrew:
Brian and Lesley, Thank you very much for the review and it always a pleasure working with you both. Regards Andrew