Andy's reviews
Reviewed for
Insurance and Protection ( 18 )
Mortgages ( 21 )
Pensions ( 55 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 57 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 3 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 6 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 13 )
£100k - £200k ( 16 )
£50k - 100k ( 13 )
Up to £50k ( 29 )
Review
by a verified client in Devon
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help with Pension Advice
How has Andy Pearce helped you?
Helped transfer Pensions and found the best Annuity for me
Have you seen the outcome you were hoping for?
Yes
Andy:
Thank you for taking the time to leave a review and for your kind comments. It has been a pleasure to assist you throughout your transition into retirement and to be able to organise your retirement income. If I can be of any further assistance please do not hesitate to contact me. Kind regards. AndyReview
by a verified client in Devon
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement
How has Andy Pearce helped you?
Advice given on viability of retiring early and setting up pension payments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Andy:
Hello Steve. Thank you for your kind review. I am delighted that I was able to assist you with your transition from work into retirement and to be able to help organise your pensions to provide the required level of income in the most tax efficient manner. I look forward to continue working with you moving forward. Kind regards. AndyReview
by a verified client in Devon
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to transfer pensions from my ex-wife as a result of our divorce into my name. The pension companies were unhelpful and I needed guidance on combining all my pensions into 1 plan.
How has Andy Pearce helped you?
Andy provided extremely helpful guidance and we are now combining those pensions. Additionally they should provide me with a more comfortable retirement. The process was prolonged by the delaying tactics of the original pension providers. Andy was very diligent and continually chased the existing providers.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Andy:
Thank you for your kind review, it is very much appreciated. I was delighted to be of assistance and to be able to arrange a solution which meets all of your requirements and I look forward to continue working with you moving forward. Kind regards. AndyReview
by a verified client in Devon
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Navigate the pension system.
How has Andy Pearce helped you?
Pension Advice
Have you seen the outcome you were hoping for?
Yes
Andy:
Thank you Mark for your review, it is very much appreciated. It was a pleasure to assist you with your pensions and help you to plan towards your retirement. I look forward to working with you. Kind regards. Andy PearceReview
by a verified client in Devon
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Was not happy with my pension provider .
How has Andy Pearce helped you?
We have changed the pension to a new provider.
Have you seen the outcome you were hoping for?
Yes the new provider is a lot clearer.
What could they have done better?
He is very good at his job.
Andy:
Hello Peter. Thank you for your review, it is very much appreciated. I was delighted to be of assistance in helping to arrange your pension so that it will be able to match your access requirements. Please let me know if I can be of any further assistance. Kind regards. Andy