Andrew Day

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 been a trusted advisor for several years now. He continues to advise on my pension investments and draw-down, with an annual review and periodically helping to manage a problem investment (recommended by a prior advisor from a different company). I have also been a trustee for a young relative's trust fund and Andrew has supported us in managing that.

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?

Visited me and run through my families financial matters

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?

Whilst the world has been in turmoil, with covid and the war in Ukraine Andew has confidently helped steer my portfolio to achieve my required goals. He has worked with me to realise my retirement aspirations fully.

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 is a trusted advisor who continually adapts his advice and recommendations to my changing needs and priorities. Since my last review his advice has focused more on inheritance and related matters than wealth and capital growth, thereby demonstrating his awareness of my needs and priorities

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?

Helped with pension and investment decisions including tax efficiency

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?

I have nothing but praise for Andrew Day. Andrew had a complete understanding of my financial situation. Very knowledgeable and professional and a pleasure to deal with. Andrew can easily be contacted when I have any questions or worries and will promptly return my call. I would not hesitate in recommending Andrew and Depledge.

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?

I trust Andrew Day. He has up to date knowledge. I am very happy with our Investments which have done extremely well in this uncertain economic climate. Andrew always has the time to explain things to me in more simpler terms when I don't understand things. He is a lovely person and has helped us greatly.

Please provide a brief comment about your experience with Andrew

He listen carefully and discussed my problem as best he could without the will to refer to at the meeting.

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 continue to give timely and relevant advice. He takes time to review my portfolio recommening areas where performace can be improved, this is a key differentiator against previous advisers who seemed more focussed on selling aditional products such a critical illness cover!

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 has looked after my pension funds.

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?

Prepare for retirement and how best to use my portfolio now I’m making some drawings from them.

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 helped me on where to take out some regular monies for an income monthly

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?

Our investments are growing despite covid and the general economy over the last 5 years.

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?

Good perception of what I am Looking for. Knowledgeable of the markets global outlook.

What were the circumstances that caused you to initially look for an adviser?

Ensure a suitable retirement plan was in place

How has Andrew Day helped you?

I felt Andrew did not initially honor an agreement with my previous Depledge financial advisor to help me understand the financial plan provided. After multiple emails and questions I was able to get an export of the data used which gave me the clarity I required.It was helpful to finally get this information, but it could have been a much smoother process.

Have you seen the outcome you were hoping for?

No

What could they have done better?

Following the departure of the financial advisor I had originally engaged with Andrew took over on an interim basis. The majority of my interactions with the initial advisor were via email which suited my work and home circumstances. Andrew was very keen to have a 'face to face' meeting to discuss some of my concerns around the £1500 financial review. Having previously explained my disabled child and a busy work schedule made face to face or virtual meetings difficult to arrange I suggested email would be preferable. To my surprise Andrew cancelled our agreement stating "I am not comfortable in acting for a client that I have not met and does not have time to meet." Leaving me with an AJ Bell Investcentre pension that had to be transferred out after only a few months. Andrew could have been more understanding of my personal circumstances and given their mission statement is to "be synonymous with trust, integrity and sound judgement." I was very disappointed this was the reason given for ending our agreement.

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?

P

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?

reassurment on my finances

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 continue to be very satisfied with the service we receive from Andrew. We also recently had reason to raise a technical query about a letter received, and a member of his team was able and willing to take the time needed to explain the detail.

What were the circumstances that caused you to initially look for an adviser?

Needed to get all my finances I including pensions all in one place

How has Andrew Day helped you?

Sorted the above together with invaluable help and advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

What were the circumstances that caused you to initially look for an adviser?

The advisor I had sold his business and the firm who took over made absolutely no attempt to contact me to continue the relationship.

How has Andrew Day helped you?

Anrew helped with the transfer of one of my pension schemes to another provider whose charges were lower and whose performance was just as good if not better than the old one.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of.

What were the circumstances that caused you to initially look for an adviser?

To have an expert oversee my financial affairs

How has Andrew Day helped you?

Andrew has set up my pension and stocks & shares isa, whilst also setting up similar plans for my son & sister

Have you seen the outcome you were hoping for?

Yes, its on ongoing process but everything is on track thanks to Andrews advice

What could they have done better?

Nothing I'm completely happy with Andrews services

What were the circumstances that caused you to initially look for an adviser?

Expert advice

How has Andrew Day helped you?

Giving us open honest advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Been more accurate with paperwork

What were the circumstances that caused you to initially look for an adviser?

I wanted to have advice on organising my finances and investments.

How has Andrew Day helped you?

He has been advising me on my will and giving me suggestions on how to invest my money.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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 Day has a wealth of knowledge. He helps me to understand what is happening in the Financial Market and he is happy to explain things to me in simple terms. He is very personable and is a great help.

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?

Personal and thorough advice, with my best interests at heart

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 is always there if we have a query

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 has looked after our investments and our pensions. I think

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.

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 continues to provide excellent investment advice. We remain confident that his advice is given with our best interests at heart.

What were the circumstances that caused you to initially look for an adviser?

I was looking for a financial advisor who could help me

How has Andrew Day helped you?

First of all he got all my savings and pensions under one umbrella so I could make best use of all of these and ensure I get the maximum benefit.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as far as I know.

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 and the team have continued to provide excellent service - 2022 was such an eventful year in world events and investment markets but Andy and colleagues have provided sound, reasoned and pragmatic advice throughout. I continue to highly value his breadth of technical skill but also his ability to explain those issues clearly.

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 always gives sound and impartial advice and has helped me with some decisions re DBS pension while looking after my other pension pot. He gives me the comfort I need to not worry about the future

What were the circumstances that caused you to initially look for an adviser?

We had some long term financial goals but lacked a clear and coherent plan in how to make them a reality.

How has Andrew Day helped you?

Andrew met us to supply us with very good advice about consolidating our current position as well as thinking about further investment.

Have you seen the outcome you were hoping for?

We certainly feel we are in a much better financial place thanks to Andrew's advice.

What were the circumstances that caused you to initially look for an adviser?

security for a retirement plan

How has Andrew Day helped you?

he has provided great advise from day one and is always there for support when needed

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

What were the circumstances that caused you to initially look for an adviser?

The financial adviser that I was using sold his business and there was no personal service from the purchaser.

How has Andrew Day helped you?

By organising the transfer of one of my pension plans which was under performing to a better performing and less expensive pension provider and by advising to stop drawing on one of my pension plans when I didnt need the money and avoided paying tax at my highest rate.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I could think of.

What were the circumstances that caused you to initially look for an adviser?

I realised that I needed to bring some order to the chaos.

How has Andrew Day helped you?

We have started with pensions and got them organised. Once the pensions were tidy we are focussed on financial planning for retirement.

Have you seen the outcome you were hoping for?

Yes. Although the true out one will be apparent in 20 years.

What could they have done better?

Nothing obvious. It was a very good.

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 Day continually helps us to understand the market.

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?

Excellent service

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?

Reviewing a upcoming pension plan, that is due next February .

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?

Yes. He has opened JISA's for our grandchildren and also he has alleviated our concerns about current investments.

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 continued to help our family with investment advice and recently has advised on an inheritance and the tax implications and efficiency surrounding the reinvestment of inheritance.

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 continues to monitor our investments and recommend changes when appropriate. Our trust in his decisions has been borne out in practice. We have confidence that he always has our best interests in mind. He responds promptly to queries and is always helpful.

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 and the team have been excellent - listened to my needs and current financial position and came up with a pragmatic and achievable plan. His broad knowledge of investment markets, propositions and platforms, tax and financial planning were all delivered in a friendly and understandable manner. I feel I have a good knowledge of the situation and most importantly a good understanding of the risks.

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?

Continuing to provide expert and invaluable guidance on pension and investment performance which continue to exceed expectations.

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 provided a great update on the previous 12 months and advised us of ways we could utilise our savings better in this low interest rate market.

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 keeps in regular contact, on top of the annual meeting we hold where we review in depth my financial situation Alway clear, concise advice, I feel very confident and happy with the support and management Andrew provides

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 Day has helped us understand the state of the market in these uncertain Covid times and assured us that their products are maximising our benefits.

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 is first class and inclusive, as ever. I feel always feel like I'm Andrew's most important client

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 updated my pension, ISA and inheritance tax assessments.

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 has kept me informed of movements, relating to my pension. My wife and I generally get a update ever six months, and a yearly review which normally is a face to face. (pre-covid)

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?

Always replies to questions with speed and efficiency

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?

Yes.

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?

Reviewed my Investment and Pensions.He has also reviewed the investments for my wife and two dependent children.

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?

Continued good investment advice and pension pot growth. We have phone/zoom contact where required.

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 had complete confidence in Andrew to provide the best advice and service over the last difficult year. His pragmatic approach and knowledge has helped relieve our concerns about the state of the markets in 2020.

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?

Putting plans in place for retirement with options over the next 3 years. A real credit to Andrew and his team as to how well our investments and pensions have performed over the past 8 months is remarkable.

What were the circumstances that caused you to initially look for an adviser?

Made redundant

How has Andrew Day helped you?

Transfer of pension

Have you seen the outcome you were hoping for?

So far yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Consolidation of various pension pots and greater flexibility of accessing pension assets in the coming years.

How has Andrew Day helped you?

Very clear advise on consolidation and opportunities for a more flexible approach. Understood my investment needs very well and offered a bespoke solution being half in a discretionary managed portfolio and half under my direction, with an environmental tilt. Very clear communication and back up support regarding various forms.

Have you seen the outcome you were hoping for?

Yes !

What could they have done better?

ESG and approach to climate change within savings and pensions is an increasingly important consideration for many individuals. It's no longer just a view of personal values or ethics but potentially a considerable driver of future investment outcomes. I feel that the IFA networks are making moves in this area but I also suspect we'll see more rapid change in the coming years.

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?

Kept me up to date and informed during the pandemic and these turbulent times

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 myself and two other trustees on changes to the portfolio of investments in a trust fund for a nephew. He has also advised on changes to make to my pension draw-down in the context of the Covid pandemic. He continues to provide information relating to a claim I have with the FSCS due to poor advice from a prior IFA - it is good to have finally found an IFA I can trust.

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?

One-to-one meetings

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 Day helped us with the most efficient way of converting some of our Savings for the purchase of a house as it was more expensive than the house we sold.

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?

Proactive (extremely insightful and prescient) pension portfolio review. As ever, and in these difficult times, Andrew makes the right calls way before the rest of the World sees it, seemingly.

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?

yes on several occassions

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?

His advice has helped me consolidate the value of my pension and investment portfolio during an extremely difficult financial period

Please provide a brief comment about your experience with Andrew

a

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 explains everything so you can understand it, if you are unsure he will explain it again in simpler terms. Due to the current situation with Covid it has been a difficult time, but I feel confident leaving Andrew to make the correct decisions.

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 and his staff provide regular Updates.

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?

Continues to inform and advise us on the progress and management of our finances in a friendly and relaxed manner. He explains the proposals he makes in our interest and gives us ample time to discuss our concerns. I am confident he is managing my affairs to my advantage in these troubled times. Over the years of our dealings with him I have never had any regrets of his advice and management. The Depledge web site is very informative and enables me to keep a weekly check on my finances and the printed portfolio summaries very clear to understand.

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 and his team have continued to provide a high quality service. We find it particularly reassuring that Andrew is our financial adviser in this very uncertain time of coronavirus.

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?

In these strange and troubling times, I am confident that I am getting the best advice.

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?

I have used Andrew’s advice for over 20 years and have been completely happy with all of his professional advise.

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?

Gives us confidence and keeps us well informed.

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?

Reviewed my Investment and Pensions options

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 is always available to make sure that my investment needs are satisfied, he is very professional and at the same time very personable. His advice and guidance is always welcome.

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 continues to offer carefully considered valuable advice.