Andrew's reviews
Reviewed for
Insurance and Protection ( 19 )
Mortgages ( 2 )
Pensions ( 64 )
Retirement income (annuities, drawdown) ( 30 )
Auto Enrolment ( 2 )
Investments and Savings ( 105 )
Pension Transfers - Non Specialist ( 27 )
Inheritance Planning ( 14 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 42 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 13 )
£100k - £200k ( 20 )
Up to £50k ( 12 )
£50k - 100k ( 23 )
Review
by a verified client in Northumberland
20 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help with savings and investments!
How has Andrew Tait helped you?
Every way possible, nothing is rushed , and every thing is explained perfectly and securely!
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
Nothing !
Review
by a verified client in Northumberland
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to invest some money
How has Andrew Tait helped you?
He gave me good advice how to do this
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Northumberland
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Yearly review
How has Andrew Tait helped you?
Reinvesting pension and improved savings
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
None
Review
by a verified client in Northumberland
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to invest to receive the income desired.
How has Andrew Tait helped you?
Extremely helpful to a layman, such as myself.
Have you seen the outcome you were hoping for?
Too soon to tell.
What could they have done better?
Nothing, at the moment.
Review
by a verified client in Northumberland
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After the passing of my father, Andrew helped my mother and myself decide on to best invest her funds.
How has Andrew Tait helped you?
Andrew listened to my mother over the course of their two meetings and addressed all concerns she had around potential risks. Everything was explained clearly and concisely.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A