Philip's reviews
Reviewed for
Pensions ( 27 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 2 )
Long Term Care ( 1 )
Financial Planning ( 13 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 5 )
£100k - £200k ( 9 )
£50k - 100k ( 2 )
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Philip
I would like to say a big thank you to Philip who has advised me and kept me right over the last 6 months when I have been trying to get my pension sorted. He has been extremely helpful and supportive. His team are very professional and I will definitely be using their services again! Thank you.
Philip:
Thank you so much for your review and for taking the time to share your feedback. I’m really glad I could support you in getting your pension sorted. It means a lot to hear your appreciation for the team, I'll be sure to pass on your kind words. Don’t hesitate to reach out if there’s anything else I can help with! Thanks again.Review
by a verified client in Londonderry
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning to retire from work. (Husband and wife both leaving work).
How has Philip Andrews helped you?
Prior to retirement Philip gave us very accurate predictions about my lump sum and monthly pension.
Have you seen the outcome you were hoping for?
We are both very pleased about the package we received and the investment advice given.
What could they have done better?
To be honest I don't think the process can be improved. It was relaxed, informative and no pressure at anytime was put on us regarding our investment plans.
Philip:
Thank you so much for sharing your experience in such detail. It’s incredibly rewarding to hear that you found the process relaxed, informative, and free of pressure. I’m glad I could provide you with accurate predictions and guidance leading up to your retirement, and I’m thrilled that you’re pleased with the advice you received. If there’s anything else I can do to support you both, please don’t hesitate to reach out.Review
by a verified client in Armagh
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ill health retirement
How has Philip Andrews helped you?
Philip advised us on how to invest our money
Have you seen the outcome you were hoping for?
not yet as only at the start of the investment process
What could they have done better?
Nothing as everything was explained in great detail
Philip:
Thank you Ruth for your kind words and feedback. I’m delighted to hear that you felt everything was explained in good detail. I understand that you're at the beginning of the investment process, and I want to reassure you that I’ll continue to be here to guide and support you as things progress. If you ever have any questions or if there’s anything I can do to assist further, please don’t hesitate to get in touch. ThanksReview
by a verified client in Antrim
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement from school
How has Philip Andrews helped you?
Good advice and wise investment of my money
Have you seen the outcome you were hoping for?
Not yet.
What could they have done better?
Not sure. Covid hit and everything changed!
Philip:
Thank you for your feedback Jacqui! I completely understand how the unexpected challenges of Covid have impacted your financial plans. It’s great to hear that you’ve found the advice and investments helpful so far. While the outcomes may not have fully met your expectations just yet, I’m confident that we’re on the right path, and I’ll continue to monitor and adjust your plan as needed. If you have any questions or concerns along the way, I’m always here to help!Review
by a verified client in Antrim
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement
How has Philip Andrews helped you?
Philip helped me understand the possibilities for investment and answered our many questions.
Have you seen the outcome you were hoping for?
Yes- it is in process and Philip and Platinum are keeping us informed.
What could they have done better?
Absolutely nothing! Philip listened attentively and was very engaging.
Philip:
Thank you so much for your kind words Emer! I'm glad I could help you navigate the possibilities for investment as you move into early retirement. It’s great to hear that you feel well-informed and confident in the process. I’m committed to keeping you updated every step of the way, and I’m looking forward to continue working with you. If you have any more questions, don’t hesitate to reach out.