Reviewed for
Insurance and Protection ( 3 )
Pensions ( 22 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 6 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 12 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 5 )
£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 Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
New advisor to our existing company for advice AHF
How has Mandy Lewis-Brammer helped you?
Explained our options clearly and in a warm personable manner
Have you seen the outcome you were hoping for?
Not yet. Work in progress
What could they have done better?
At the moment nothing could be bettering
Mandy:
Hi David & Janet, Thank you for taking the time to leave a positive review, your feedback and comments are extremely important to me. Please feel free to pass my details to any friends and family, who you think could benefit from my services. I'm very much looking forward to working with you both, now and for the many years to come. Best wishes, MandyReview
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pre Retirement planning
How has Mandy Lewis-Brammer helped you?
Explained how our investments are managed. Clearly contactable if we need and happy to meet face to face
Have you seen the outcome you were hoping for?
Yes quite happy we are doing the correct things financially
What could they have done better?
Can't think of anything
Mandy:
Hi John & Chris, Thank you for taking the time to leave a positive review, your feedback and comments are extremely important to me. Please feel free to pass my details to any friends and family, who you think could benefit from my services. I'm very much looking forward to working with you both now, and for the many years to come. Best wishes, MandyReview
by a verified client in Worcestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A draw down pension was coming to an end, needed advice going forward.
How has Mandy Lewis-Brammer helped you?
Extremely helpful, making sure I understood options open to me - a compromise with the draw down pension & some things to think of for future.
Have you seen the outcome you were hoping for?
It is set up to change in January
What could they have done better?
Nothing.
Mandy:
Hi Margaret, Thanks for taking the time to reply, your feedback is very much appreciated. I'm pleased you are happy with the outcome of our meetings and I will be here to support you in the many years to come. Please feel free to pass my details onto friends and family who you think may also benefit from my advice and services in the future. Best wishes, MandyReview
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mandy became my FA following retirement of previous FA from AHF
How has Mandy Lewis-Brammer helped you?
Found Mandy friendly, knowledgeable and easy to talk to. She helped me to identify areas of financial planning for the future which would benefit me & my family.
Have you seen the outcome you were hoping for?
Will work towards this with Mandy’s help during coming months
What could they have done better?
Happy with level of service provided
Mandy:
Hi Eileen, Thanks for taking the time to reply, your feedback is very much appreciated. I'll look forward to our catch up in the next few months and to working closely with you in the many years to come. Please feel free to pass my details onto friends and family who you think may also benefit from my advice and services in the future. Best wishes, MandyReview
by a verified client in Staffordshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Mandy Lewis-Brammer helped you?
Pleasant 'bed-side' manner.
Have you seen the outcome you were hoping for?
We need more time.
What could they have done better?
Can't think of anything.
Mandy:
Hi Peter, Thank you for taking the time to reply, your feedback is very much appreciated. It has been a pleasure to get to know you both and provide assistance with your ongoing financial planning. Please feel free to pass my details onto friends and family who you think may also benefit from my advice and services in the future. Best wishes, Mandy