Mandy's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 27 )
Retirement income (annuities, drawdown) ( 20 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 9 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 14 )
Financial Mentoring ( 9 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 6 )
£100k - £200k ( 3 )
£50k - 100k ( 5 )
Up to £50k ( 2 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Yorkshire
11 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially Chris Prescott who transferred from a high street bank to AFH
How has Mandy Lewis-Brammer helped you?
For sure very help full and good financial knowledge
Have you seen the outcome you were hoping for?
Over the years the investment outcomes have been recognised and helpful.
What could they have done better?
No, given the turbulence and challenges within the finance markets, still done ok.
Review
by a verified client in Staffordshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had numerous investments and pensions that had been neglected for some years I needed to review my retirement options and fund a complex project to support my retirement
How has Mandy Lewis-Brammer helped you?
Reviewed expenditure, consolidated pensions, maximised tax position and got project funded - ensuring I still had a safety net if market conditions change
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't believe Mandy could have done anything more - as stated my situation was complex. even though my finanaces had been neglected I have a good knowledge of Financial services and products I am confident that Mandy explored every avenue available to me and utilised her network if there was something that she need to validate - she is exceptionally thorough
Review
by a verified client in South Yorkshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mandy replaced Chris Prescott who initially set up my SIPP
How has Mandy Lewis-Brammer helped you?
Mandy has been informative and really helpful and has taken time out for arranging meetings to discuss drawdown arrangements for myself, She is really approachable and gives invaluable advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cheshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning
How has Mandy Lewis-Brammer helped you?
Excellent knowledge of the market and felt comfortable with the advice given
Have you seen the outcome you were hoping for?
In the early stages of setting up the plan
Review
by a verified client in Cheshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mandy took over the role of my contact/adviser for my pension provider.
How has Mandy Lewis-Brammer helped you?
Mandy has given clear, practical advice and guidance on financial management.
Have you seen the outcome you were hoping for?
Yes, although early days.
What could they have done better?
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