Andrew's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 18 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 3 )
Pension Transfers - Non Specialist ( 4 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 2 )
Reviewers' assets
£200k - £500k ( 4 )
£100k - £200k ( 2 )
Up to £50k ( 4 )
£50k - 100k ( 3 )
Review
by a verified client in Ayrshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Requirement of my pension
How has Andrew Finn helped you?
Was able to take my tax free lump sum and invest remainder
Have you seen the outcome you were hoping for?
Tes
Review
by a verified client in Dorset
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to consolidate my pensions
How has Andrew Finn helped you?
Given me valuable advice and an insight into my risk profile to ensure my money is invested as it should be going forward
Have you seen the outcome you were hoping for?
Funds have only just transferred but it was a quick process and I am very grateful for all the help Andrew gave me
What could they have done better?
Everything was great thank you
Review
by a verified client in Wiltshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To explore options on consolidating my different workplace pensions.
How has Andrew Finn helped you?
Andy not only helped me understand the process but more importantly how it benefitted me to combine them and have a clearer picture of my future financial needs.
Have you seen the outcome you were hoping for?
Yes absolutely, really pleased to see different pots come together alongside others that for financial benefit reasons stay as is.
What could they have done better?
Very happy with the financial advice and support.
Review
by a verified client in London
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Bought a property and needed insurance.
How has Andrew Finn helped you?
He contacted different providers to find a policy that suited my needs.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Quicker communication as follow up when I emailed him.
Review
by a verified client in Bristol
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to consolidate my pensions from various work places.
How has Andrew Finn helped you?
Found and consolidated my pensions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No