Reviewed for
Pensions ( 26 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 2 )
Long Term Care ( 1 )
Financial Planning ( 12 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 4 )
£100k - £200k ( 9 )
£50k - 100k ( 2 )
Review
by a verified client in Antrim
19 days 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
20 days 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.Review
by a verified client in Down
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have known Philip from his Santander days and found him to be very friendly, professional and knew how to address peoples financial needs
How has Philip Andrews helped you?
Invested my retirement funds and savings
Have you seen the outcome you were hoping for?
No not yet as covid made them take an unexpected drop and I was to have received a monthly income from them which has not happened as yet.
What could they have done better?
I think if they had instructed me to put the funds in a bank or building society just for that short time, i know they may not made much but neither would I have suffered a loss. However its making recovery now but I was not aware they had gone down until I received the statement which was a large shock.
Philip:
Thank you for sharing your thoughts and feedback Rosemary. I completely understand how the drop in your investments due to market volatility, particularly during Covid, came as a shock. I always aim to ensure that clients are fully aware of the risks involved, and I can only apologise for any lack of communication regarding the decline in value. Your suggestion about temporarily placing funds in a safer option is something I will certainly consider. That being said, we’re glad that the recovery is underway, and we’ll continue to monitor your portfolio closely to ensure it aligns with your financial goals. If you have any questions or concerns, please don’t hesitate to reach out. I’m here to help guide you through every step of the process.Review
by a verified client in Down
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming up to retirement some years ago I needed to know what would be best for the various pensions I had
How has Philip Andrews helped you?
He has been very helpful
Have you seen the outcome you were hoping for?
I am happy with the current financial situation
What could they have done better?
Nothing that I. can think off
Philip:
Thank you for your feedback Alan. I'm so glad to hear that you've been happy with the advice and assistance I’ve provided as you approached retirement. It’s great to know that you're satisfied with your current financial situation, and I’m always here to help ensure it stays on track. If you ever have any questions or need anything just give me a shout. Thanks again.Review
by a verified client in Down
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was considering retiring and wanted advice about my pension. After retiring I needed advice about how to invest some of my funds.
How has Philip Andrews helped you?
He has advised me about the best type of investments that suit my profile and kept me up to date on developments in the financial market.
Have you seen the outcome you were hoping for?
Unfortunately due to major world events like Covid and the war in Ukraine the markets have been volatile. Thankfully I am now starting to see an improvement.
Philip:
Thank you for sharing your experience Pamela! I’m glad to have been able to assist you with both retirement planning and investment advice. It’s completely understandable that market volatility, caused by events like Covid and the war in Ukraine, has had an impact on your investments, but I’m happy that you’re now starting to see an improvement. I’ll continue to keep you updated on market developments and ensure your investments are aligned with your goals. If you have any questions or concerns moving forward, please don’t hesitate to reach out, I’m here to help!Review
by a verified client in Londonderry
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Philip Andrews helped you?
Trust Philip’s advice. Explains everything clearly and I’m very satisfied with the advice and information provided.
Have you seen the outcome you were hoping for?
Yes
Philip:
Thank you for your review Pam! I'm so glad to hear that you’ve felt confident in the advice I’ve provided as you approached retirement. It’s great to know that my explanations have been clear and that you’re satisfied with the guidance and information shared. I’m thrilled to hear that you’ve seen the outcome you were hoping for. Please don’t hesitate to reach out if you need anything. Thanks again.Review
by a verified client in Tyrone
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To talk about my pension pot
How has Philip Andrews helped you?
Sound advice
Have you seen the outcome you were hoping for?
Yes happy enough
What could they have done better?
Nothing that I know of
Philip:
Thank you for your feedback Andrew! I’m glad to hear that you’re happy with the advice and that we were able to discuss your pension pot in a way that met your needs. I’m pleased that you’ve achieved the outcome you were hoping for. If you have any questions in the future or need further guidance, please feel free to reach out - I’m always happy to help!Review
by a verified client in Londonderry
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was considering retirement.
How has Philip Andrews helped you?
Philip advised me on investing my lump sum.
Have you seen the outcome you were hoping for?
I have been very satisfied with the results.
Philip:
Thank you for sharing your experience Sharon! I’m so pleased that I could assist you with investing your lump sum as you considered retirement. It’s wonderful to hear that you’ve been very satisfied with the results so far. I look forward to continuing to support you and helping you make the most of your retirement investments. Thanks again.Review
by a verified client in Down
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement Pension sharing order
How has Philip Andrews helped you?
Clear advice Discussed options Help explaining optiobs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Philip:
Thank you for your review Anna-Marie! I’m so glad I could provide clear advice and help explain the options available to you during such an important time. It’s great to hear that you’ve achieved the outcome you were hoping for. Please don’t hesitate to reach out if you need anything. Thanks again.Review
by a verified client in Down
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for advice to make the most of my pension and savings both coming up to my retirement and after retiring.
How has Philip Andrews helped you?
Philip has help both myself and my wife make the most of our savings and pension enabling us to reduce our tax paid and also enable us to keep track of our investments. He is also easy to contact between annual reviews if we have any queries.
Have you seen the outcome you were hoping for?
I have seen good growth on our investments which is quite a bit better than we were getting before.
What could they have done better?
I am really satisfied with the advice I have been given and would definitely recommend Philip to anyone needed sound financial advice.
Philip:
Thank you so much for your thoughtful feedback and recommendation, it means a lot! I’m thrilled to hear that the advice I’ve provided has helped you and your wife make the most of your pension and savings while also reducing your tax obligations. It’s wonderful to see your investments growing, and I’m so glad I could help you track and manage them effectively. Please know I’m always here if you have any questions between our reviews. I look forward to continuing to work with you both to support your financial goals!Review
by a verified client in Tyrone
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Philip Andrews helped you?
Given excellent advice for investment planning.
Have you seen the outcome you were hoping for?
Yes, but still early days
Philip:
Thank you for your kind words Siobhan! I’m so pleased to have been able to support you with investment planning as you prepare for retirement. It’s great to hear that you’re already seeing positive outcomes, even in these early days. I look forward to continuing to work with you and ensuring your investments remain aligned with your goals. Please don’t hesitate to reach out if you have any questions or need further assistance. ThanksReview
by a verified client in Londonderry
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have just retired and needed some financial planning advice.
How has Philip Andrews helped you?
He helped me with complicated forms & advised me on future financial planning.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I was very happy with all of the service offered.
Philip:
Thank you so much for your review Jacqueline! It’s rewarding to hear that you were happy with the service provided. I’m glad I could assist you during such an important transition into retirement, helping with the forms and laying out a plan for your financial future. If there's ever anything more I can assist with, please feel free to reach out. Thanks again.First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Philip
Philip was very welcoming and provided an excellent service.He was professional and listened carefully to my situation and questions.
Philip:
Thank you for your kind words Mary! I’m delighted to hear that you felt welcomed and well-supported throughout the process. It was a pleasure working with you, and I’m glad I could provide the professional service you were looking for. If there’s anything else I can do to assist you as you move forward, or if you have further questions, 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?
Required advice and guidance on pension status
How has Philip Andrews helped you?
Sound informitive advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Philip:
Thank you for taking the time to share your feedback Pauline. I’m delighted to hear that you found my advice sound and informative, and that it helped you achieve the outcomes you were hoping for regarding your pension status. Thanks again!Review
by a verified client in Tyrone
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Philip Andrews helped you?
Philip was very professional, friendly and helpful from our very first meeting. In our meetings with Philip he gave us a clear understanding and the confidence that we can be financially secure in our retirement. We look forward to our ongoing financial reviews.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Philip:
Thank you for your kind words and for sharing your experience Gordon! I'm delighted to hear that you found our meetings helpful and that you now feel confident about your financial future in retirement. It's great to know that we've met your expectations so far, and I'm looking forward to continuing our financial reviews to ensure your goals stay on track. If there's ever anything more I can assist with, please feel free to reach out.First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Philip
Philip has excellent communication skills. He explained everything in detail about my pension and clearly outlined the various routes I could take whilst remaining impartial. His explanations were easy to follow and this helped to give me an overall understanding of the pension process. Philip was also very quick and efficient at replying to any further queries I had. Thank you Philip
Philip:
Thank you so much for your kind review! I’m really glad to hear that my explanations helped you better understand your pension options, and it was a pleasure to guide you through the process. I always aim to provide clear, impartial advice, so it’s great to know that came across. If you have any more questions in the future, don’t hesitate to reach out - I’m always happy to help! Thanks again.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?
My pending retirement.
How has Philip Andrews helped you?
His advice and guidance about my pension and investment options have given me peace of mind. He was very clear in his explanations and was able to answer and clarify any questions or lack of knowledge I had.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
It was painless process and I'm not sure how it could be improved.
Philip:
Thank you so much for taking the time to leave such a thoughtful review. I’m really pleased to hear that the process was painless and that you feel peace of mind about your pension and investments - that’s always my top priority. It was a pleasure working with you as you planned for your retirement, and I’m glad I could help clarify everything along the way. I look forward to continuing this positive relationship.Review
by a verified client in Londonderry
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement.
How has Philip Andrews helped you?
Philip provided advice on how to invest savings.
Have you seen the outcome you were hoping for?
Yes,
What could they have done better?
I can’t think of how Philip could have done better. We look forward to his visits for financial advice and guidance and also catching up on family news and conversation.
Philip:
Thank you so much for your five star review Sharon! I'm really happy to hear that you're satisfied with the financial advice and guidance I've provided. It's always a pleasure to catch up, and I'm glad our conversations have made the process more enjoyable for you. Thanks again and I look forward to continuing to assist you with your retirement planning.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?
Retirement
How has Philip Andrews helped you?
Gave clear advice on the best way to achieve my goals
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Philip:
Thank you for your kind words Anne. I’m glad to hear that you found my advice clear and helpful in achieving your retirement goals. It’s fantastic to know that you are satisfied with the outcomes. It has been a pleasure to support you, and I look forward to continuing this positive relationship.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?
Close to retirement
How has Philip Andrews helped you?
Good advice
Have you seen the outcome you were hoping for?
So far so good
Philip:
Thank you for your positive feedback Kieran! I’m glad to hear that you found my advice helpful as you approach retirement. It’s great to know that things are going well so far. If you have any further questions or need assistance, please don’t hesitate to reach out. Thanks.Review
by a verified client in Tyrone
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Philip Andrews helped you?
Very happy with advice from him
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Happy at the moment
Philip:
Thank you for your 5* review Andrew! I’m thrilled to hear that you’re happy with the advice you received regarding your retirement. It’s great to know that you are seeing the outcomes you hoped for. If you have any further questions or need anything at all, please feel free to reach out. I'm always here to help. Thanks again.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?
I had a substantial amount of money with another company, which wasn't giving me the income I required.
How has Philip Andrews helped you?
By advising me on how to make my money work for me
Have you seen the outcome you were hoping for?
Very Much So.
What could they have done better?
Nothing Really.
Philip:
Thank you for your wonderful feedback Brian! I’m delighted to hear that I could help you make your money work for you and that you are achieving the income you need. It’s great to know you’re satisfied with the outcomes. It has been a pleasure to support you, and I look forward to continuing our positive relationship.Review
by a verified client in Tyrone
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning retirement income
How has Philip Andrews helped you?
He clearly explained my options and gave very good advice.
Have you seen the outcome you were hoping for?
Yes
Philip:
Thank you for your feedback Mairead! I’m pleased to hear that I could assist you with planning your retirement income and that my explanations of your options were helpful. It’s great to know that you are satisfied with the outcomes we’ve achieved together. If you have any more questions or need anything at all just give me a call. Thanks again.First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Philip
I found Philip to be very helpful in advising me regarding my pension.
Philip:
Thank you for your five star review Amanda! I’m glad to hear that you found my advice helpful regarding your pension. It’s always my goal to provide clear guidance and support. If you have any further questions or need assistance in the future, please don’t hesitate to reach out. Thanks again.First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Philip
Very knowledgeable about NICS Pension schemes
Philip:
Thank you very much for your 5 star review John. I’m glad to hear that you found my knowledge about NICS Pension schemes helpful and that you felt comfortable discussing your situation with me. If you have any more questions or need further assistance, please don’t hesitate to reach out. I look forward to the possibility of working with you in the future. Thanks again.First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Philip
I’ve recently retired as a teacher and sought advice from Philip. The information I received was very clear and concise and really helped me make good decisions. I would highly recommend Philip.
Philip:
Thank you so much for your kind words and for taking the time to share your experience! It was a pleasure assisting you during your transition into retirement and I'm glad to hear that the advice was clear and helpful for you. Your recommendation is greatly appreciated. Wishing you a fulfilling and enjoyable retirement. Thanks againFirst impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Philip
My consultation with Philip re my retirement options was very thorough and I now feel equipped with the information I need to make an informed decision about my future. I was keen to explore a number of options and that was no problem to Philip and he kindly walked me through all of the figures. I would have no hesitation whatsoever in recommending a consultation with Philip to my colleagues.
Philip:
Thank you so much for your five-star review and for taking the time to share your experience with others. I'm delighted to hear that you found our consultation thorough and informative. I'm also glad that I could assist you in exploring various options and walking you through all the figures in detail. Ensuring that you feel equipped and confident in your decisions is my top priority, especially when it comes to something as important as retirement planning. Your recommendation means a lot to me. If your colleagues ever need assistance with their retirement planning or any financial matters, please do not hesitate to send them my way. I'm here to help. Once again, thank you and I wish you all the best in your retirement journey!First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Philip
Philip was very professional and took time to listen to our financial needs. He provided us with clear and accurate information, and gave us a couple of options to consider. Would definitely recommend to others.
Philip:
Thank you so much for your kind words and positive feedback Sally! It was a pleasure working with you and understanding your financial needs. I'm glad to hear that the information and options I provided were helpful. Your recommendation means a lot to me. If you have any further questions or need help in the future, please don't hesitate to reach out.Review
by a verified client in Antrim
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension plans
How has Philip Andrews helped you?
Helped with investment
Have you seen the outcome you were hoping for?
So far,so good
Philip:
Thank you for taking the time to share your experience Kieran. It's wonderful to know that my efforts have been helpful to you and it's rewarding to see that you're satisfied with the progress so far. I appreciate your trust and am committed to ensuring that we continue to meet your expectations. It has been a pleasure to support you, and I look forward to continuing this positive relationship. Thanks again.First impression
by a VouchedFor user
7 months ago
Overall
Please provide a brief comment about your experience with Philip
Philip was friendly, professional and explained my options clearly.
Philip:
Thank you for your review Gillian! I'm delighted to hear that you found my service friendly, professional, and clear. It was my pleasure to assist you and ensure you understood all your options. If you have any further questions or need additional help, please don't hesitate to reach out. Thanks again.First impression
by a VouchedFor user
7 months ago
Overall
Please provide a brief comment about your experience with Philip
I found Philip very knowledgeable and helpful, he took time to explain everything to me which was very helpful. I also found Philip to be very personable and answered all of my questions. Many thanks Philip for an excellent experience
Philip:
Thank you so much for your kind words, Samuel. It was my pleasure to assist you and I'm thrilled to hear that you found our time together helpful and that you left feeling confident and informed. If you have any more questions in the future or need further assistance, please don't hesitate to reach out. Many thanks once again for your feedback.First impression
by a VouchedFor user
7 months ago
Overall
Please provide a brief comment about your experience with Philip
Phillip provided me with some excellent financial advice including my pension options, my mortgage and potential future investments. It was my first contact with a financial advisor and I was a bit apprehensive, but Phillip was very professional and put me at my ease. It was a very beneficial experience.
Philip:
Thank you so much for your review Kevin! I'm thrilled to hear that you found our consultation beneficial and that I could help clarify your pension options, mortgage, and potential future investments. I'm also glad to hear that I was able to make the process more comfortable for you. Should you have any further questions or need additional advice, please don't hesitate to reach out. Thank you for trusting me with your financial planning!First impression
by a VouchedFor user
9 months ago
Overall
Please provide a brief comment about your experience with Philip
Phillip provided me with excellent advice that helped me confirm my plans for retirement. He made it easy to understand and gave me the confidence I needed to make this big step into the future. Thank you so much, Phillip. Couldn’t have done it without you.
Philip:
Thank you so much for taking the time to leave such a lovely review Jacqui. It was a pleasure assisting you with your retirement plans, and I'm thrilled to hear that my advice helped confirm your decisions and give you confidence in your future steps. Retirement planning can often feel overwhelming, but my goal is to provide clarity so that clients like yourself can move forward with assurance. If you have any further questions or need assistance in the future, please don't hesitate to reach out. Wishing you all the best in this exciting new chapter of your life!First impression
by a VouchedFor user
9 months ago
Overall
Please provide a brief comment about your experience with Philip
Philip was brilliant, he explained very clearly all my options in relation to phased retirement and my financial position before and after full retirement. I was so grateful as I could follow what he was say . Thank you so much
Philip:
Thank you so much for your kind words and taking the time to share your experience Michelle. I'm thrilled to hear that you found our discussion on phased retirement and your financial situation helpful and clear. It was my pleasure to assist you in understanding your options. If you have any further questions or need assistance in the future, please don't hesitate to reach out. Thanks again.Review
by a verified client in Antrim
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wife retired and received a consultation from her union.
How has Philip Andrews helped you?
Investments for pension lump sums
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Everything was done efficiently
Philip:
I'm grateful for your feedback Roy and pleased to have helped you both effectively with your pension investments. Your positive outcome is what we strive for, and I'm glad we could deliver efficiently. Thank you for putting your trust in me and I look forward to assisting you further in the future.First impression
by a VouchedFor user
9 months ago
Overall
Please provide a brief comment about your experience with Philip
I contacted Philip Andrews for financial advice regarding retirement benefits and found him to be so helpful and explained everything so carefully to me. He went through everything in fine detail and even helped me complete a complicated form. I was very impressed and grateful for his amazing advice and support.. thank you so much. Highly recommend!!
Philip:
Thank you very much for taking the time to share your positive experience with us! We're delighted to hear that you found our consultation helpful and that I could assist you with your retirement benefits. It's fantastic to hear that I was able to provide you with clear explanations and walk you through all the finer details. Your kind words mean a lot to me, and I'm grateful for the opportunity to have supported you in your financial planning journey. If you ever have any further questions or need assistance in the future, please don't hesitate to reach out. Wishing you all the best in your retirement!First impression
by a VouchedFor user
9 months ago
Overall
Please provide a brief comment about your experience with Philip
I would highly recommend Philip to anyone looking for honest and informative advice about retirement planning.
Philip:
Thank you so much for your five star review Judi! I am thrilled to hear that you found the advice informative and that you left feeling more confident in your retirement planning options. Thanks again.First impression
by a VouchedFor user
10 months ago
Overall
Please provide a brief comment about your experience with Philip
Thanks to Philip’s help I am now much clearer about where I stand as regards my pension options; he explained things thoroughly and clarified many points of which I was unsure. Great guidance - thank you.
Philip:
Thank you Danny for taking the time to share your thoughts regarding our recent discussion about your pension options. I'm thrilled to learn that I was able to provide clarity and assist you in navigating through what can often be a complex subject matter. If you have any further questions, please don't hesitate to reach out. Thanks again.First impression
by a VouchedFor user
10 months ago
Overall
Please provide a brief comment about your experience with Philip
I learned valuable information from my session with Philip. He answered all my questions and cleared up any confusion that I had making it much easier for me to make important decisions about my future.
Philip:
Thank you so much for taking the time to share your positive experience, Rosalynd! I am thrilled to hear that you found your consultation not only informative but also helpful in providing clarity for your future decisions. I take pride in ensuring that all questions are thoroughly addressed and any confusion is resolved, so it's wonderful to hear that I succeeded in doing so for you. If you have any more questions or require additional assistance in the future, please don't hesitate to reach out. Thanks again.First impression
by a VouchedFor user
10 months ago
Overall
Please provide a brief comment about your experience with Philip
very good with good ideas to follow up
Philip:
Thank you for your 5* review, Linda. I am delighted to hear how impressed you were with how your consultation went. Thank you once again.Review
by a verified client in Tyrone
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were retiring from teaching.
How has Philip Andrews helped you?
He has given us advice and invested our lump sums
Have you seen the outcome you were hoping for?
Yes, we are pleased with the return on our portfolio
What could they have done better?
We are very pleased with Phillip's work for us
Philip:
Thank you, Judith and Malachy, for this wonderful 5* review! I really appreciate you taking the time to share your positive feedback. I'm delighted that I have been able to help you both plan for your future and make decisions that will benefit you long-term. Thank you for putting your trust in me. It has been a pleasure to support you both, and I look forward to continuing this positive relationship. Thanks again.First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Philip
Extremely informative, professional and conducted in a friendly manner.
Philip:
Thank you for the 5* review, Paul. I am delighted to hear how impressed you are with your experience at Platinum. I look forward to helping you in the future. Thanks again!First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Philip
A very friendly and professional review from Philip and co workers .
Philip:
Thank you for a great 5* review, Seamus. I am delighted to hear how impressed you are with your experience at Platinum. You could have chosen any financial adviser in Belfast so I am glad you chose me! I look forward to helping you in the future. Thanks again!Review
by a verified client in Londonderry
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have reached retirement age and needed help understanding my pension statement and to give me an idea of what my lump sum and monthly pension would be.
How has Philip Andrews helped you?
As I don't have a background in finance and was quite nervous about retiring wondering if I could afford to retire, Philip clearly explained all my options. From the first meeting he explained the workings of the pension statement giving me a good understanding of the figures on the pension statement and how much I would receive. Philip was able to clearly explain all my options with regards to my pension. He has also given me advice on how to invest money for my grandchildren.
Have you seen the outcome you were hoping for?
Yes, I feel more confident in making financial decisions with regards to my pension due to Philip's detailed and clear advice.
What could they have done better?
Nothing a very good service.
Philip:
Thank you Moira for taking the time to complete a review. I very much appreciate it. I am pleased to hear that you have found my communications clear and easy to understand, and that by working together, you are now feeling more confident about your financial future. It has been a pleasure to support you, and I look forward to continuing this relationship. Thanks again.Review
by a verified client in Londonderry
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Philip Andrews helped you?
Yes very much so. Philip has guided me through the various financial options in planning for my retirement. Clear explanations and I feel confident to trust his advice.
Have you seen the outcome you were hoping for?
Yes
Philip:
Thank you for your lovely review, Pam! I really appreciate the positive feedback. I am glad to hear that you have found the advice clear and that this has given you confidence that you are on track to meet your goals. It has been a pleasure to support you and I look forward to continuing this positive relationship. Thanks again.Review
by a verified client in Down
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a new modern forward looking approach to financial planning
How has Philip Andrews helped you?
Put pension funds together from different sources and provided a balanced portfolio of investment areas
Have you seen the outcome you were hoping for?
Yes
Philip:
Thank you for your review Charles, I really appreciate you taking the time to share your positive feedback. It has been a pleasure to support you, and I look forward to continuing this relationship in the future. Thanks again.First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Philip
Philip walked me through my pension statement, thoroughly explaining what it entailed. He calculated predicted figures for a future lump sum, as well as monthly and yearly amounts. Nothing was too much bother; Philip answered all my questions with the utmost professionalism.
Philip:
Thank you so much for your lovely review, Joy, I really appreciate you taking the time to share your feedback. Delighted that you have had such a positive experience here at Platinum and I look forward to helping you in the future. Thanks again!Review
by a verified client in Armagh
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My contact in the past was Alan Tolson and when he retired Philip has proved most helpful and understanding.
How has Philip Andrews helped you?
Philip helped to review my pension and investment plan.
Have you seen the outcome you were hoping for?
Yes
Philip:
Thank you for taking the time to leave such lovely feedback, Wendy! It is very much appreciated. I am delighted to hear that you have found our interactions helpful and that you feel you have seen the outcomes you were hoping for. It’s been a pleasure to support you and I look forward to seeing how our positive relationship continues in the future. Thanks again.Review
by a verified client in Down
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Received a private pension as part of a divorce settlement & needed advice on where best to put it.
How has Philip Andrews helped you?
Philip gave me advice on where best to have my pension & since doing so he has always been readily available to giveme advice & help when needed. As my understanding of financial mattera hadbeen limited Philip always takes the time to explain things to me concisely & in a way I understand.
Have you seen the outcome you were hoping for?
Yes
Philip:
Thank you Wendy for taking the time to complete a review. I very much appreciate it! I am pleased to hear that you have found my communications clear and concise, and that by getting your pension in the right place you now feel confident that you on track to achieve your financial goals. It has been a pleasure to support you, and I look forward to continuing this relationship in the future. Thanks again.Review
by a verified client in Antrim
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband passed away in November 2013 and as well as that I decided to retire from teaching. This company has a terrific reputation for dealing with teacher's pensions so I decided to invest with them.
How has Philip Andrews helped you?
Philip's predecessor, Alan Tolson was my main point of contact but since his retirement Philip has kept me well informed.
Have you seen the outcome you were hoping for?
Yes I have.
What could they have done better?
Nothing as far as I'm concerned.
Philip:
Thank you, June, for this wonderful 5* review. I really appreciate you taking the time to share your feedback. It has been lovely getting to know you since I took over from Alan and I am delighted to hear that I have been able to successfully support you in dealing with your pension and investment planning. It is really lovely to hear that we have such a positive reputation in dealing with teacher’s pensions. We have long-standing relationships with our union partners and aim not only advise on your financial plans; but to improve your overall financial understanding. We believe that the better informed you are, the more empowered you will feel. It has been a pleasure to support you, and I look forward to continuing our positive relationship. Thanks again, June.Review
by a verified client in Londonderry
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My union is affiliated to this service.
How has Philip Andrews helped you?
Philip has provided excellent advice and helped us invest our money wisely.
Have you seen the outcome you were hoping for?
Not yet, but that is because of factors affecting world markets. I have confidence this will change over time.
What could they have done better?
I can’t think of anything they could have done better.
Philip:
Thanks for this brilliant 5* review Sharon! It is very much appreciated. It is really pleasing to hear that you have found my advice useful and that you really value the investment planning that we provided. With recent factors affecting the world markets, it has been difficult for us to see the outcomes we were hoping for. However, given your plans are based over the medium to long term we have confidence that we can help you achieve your goals. It has been a pleasure to support you both and I look forward to seeing how this positive relationship continues in the future. Thanks again.Review
by a verified client in Tyrone
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension funds
How has Philip Andrews helped you?
Yes
Have you seen the outcome you were hoping for?
Not at the moment
What could they have done better?
Not sure
Philip:
Thank you, Andrew, for taking the time to leave such lovely feedback. I really appreciate it. I am delighted to hear that you have found my advice clear and you are confident that you are on track to achieve your financial goals and that you would consider recommending my services in the future. I fully appreciate that with recent market performance you haven’t yet seen the outcome that you would like from your investments. We will continue to review your plans to ensure that over the medium to long term we can help you achieve your goals. In the meantime, I hope that our regular communications explaining what’s happening in the wider economy and its impact on market performance have provided some support and reassurance. It has been a pleasure to support you, and I look forward to continuing this positive relationship in the future. If I can be of any further assistance please let me know. Thanks again.Review
by a verified client in Down
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Due to my lack of skills and awareness to invest my savings
How has Philip Andrews helped you?
Yes Phil has been very helpful
Have you seen the outcome you were hoping for?
No I have lost money for the last three years
What could they have done better?
Possible a bi annual review rather than an annual review.
Philip:
Thank you, John, for taking the time to leave your feedback. I really appreciate it. You mentioned in your feedback about biannual reviews. I wanted to let you know that Platinum offer different service levels, one of which is a biannual review. If this is something that you would like to explore further, please let me know and I can arrange to give you a call. I’m happy to hear that you found my advice clear and helpful and that you feel comfortable talking about your other areas during our meetings. It has been a pleasure to support you and if I can be of any further assistance please let me know. Thanks again, John.Review
by a verified client in Down
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted advise on my pensions
How has Philip Andrews helped you?
Phil advised me on every step of the way and was extremely informative on the advise given.
Have you seen the outcome you were hoping for?
Yes initially. Then due to the world markets my pension has dropped over 12%
What could they have done better?
Perhaps kept in touch with me more advising that this would happen and what to do or not to do next
Philip:
Thank you, Garry, for taking the time to leave such lovely feedback. I really appreciate it. Thank you for letting me know that you would value more communication particularly given the current economic climate. Sharing our insight and experience more regularly throughout the year was something we identified could help support and reassure our clients particularly in turbulent times. Over the last 6 months we have been working hard to introduce more communications explaining what’s happening in the wider economy and its impact on market performance. I can arrange for these updates to be sent if you haven’t already received them and if you would like to chat to me further about this, just let me know and I can arrange to give you a call. I’m happy to hear that you found my advice informative and that you feel confident you are on track to meet your financial goals. It has been a pleasure to support you and if I can be of any further assistance please let me know. Thanks again, Garry.