Mandy Lewis-Brammer

AFH Wealth Management

Reviewed for

Insurance and Protection ( 3 )

Pensions ( 21 )

Retirement income (annuities, drawdown) ( 15 )

Investments and Savings ( 10 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 5 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 3 )

Financial Planning ( 11 )

Financial Mentoring ( 7 )

Financial Coaching ( 3 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 3 )

£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 Worcestershire

a month 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, Mandy

Review

by a verified client in Cheshire

2 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, Mandy

Review

by a verified client in Staffordshire

3 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

Review

by a verified client in North Yorkshire

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Have been with AFH Wealth Management for a number of years. Previous advisor Chris Prescott now retired

How has Mandy Lewis-Brammer helped you?

A very well informed financial knowledge for future planning

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

The meeting was professionally very well informed and helpful .

Mandy:

Hi Roger, Thank you for taking the time to reply and for your kind comments - your feedback is very much appreciated. 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. I'm looking forward to continuing our work together over the many years to come. Best wishes, Mandy

Review

by a verified client in Northamptonshire

6 months ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I was looking for a review of my investments.

How has Mandy Lewis-Brammer helped you?

Mandy has given me updates on my investments and was able to talk through some queries.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

All good

Mandy:

Hi Vanda, It was lovely to catch up with you and thank you for taking the time to leave a positive review. Your feedback and comments are very much appreciated. If you feel there are others who would benefit from my service, please feel free to share my details. Good luck with the new business venture! Best wishes, Mandy

Review

by a verified client in Durham

6 months ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Control my pension

How has Mandy Lewis-Brammer helped you?

Help my pension grow

Have you seen the outcome you were hoping for?

My pension is growing better now than at first

What could they have done better?

Grow my pension faster ?

Mandy:

Hi Mark, It was a pleasure to discuss your retirement planning with you and thank you for taking the time to leave a positive review. Your feedback and comments are appreciated. Best wishes, Mandy

Review

by a verified client in Yorkshire

7 months ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Pension

How has Mandy Lewis-Brammer helped you?

Advice

Have you seen the outcome you were hoping for?

Yes

Mandy:

Hi Gill, It has been a pleasure assisting you with your Retirement Planning and I look forward to continuing to work with you over the coming years. Thank you for taking the time to leave a positive review. If you feel there are others who may benefit from my Wealth Mentorship, please feel free to share my details. Best wishes, Mandy

Review

by a verified client in Merseyside

7 months ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Multiple pensions combined

How has Mandy Lewis-Brammer helped you?

Advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing exceptional service and advice

Mandy:

Hi Simon, It has been a pleasure assisting you with your Retirement Planning and I look forward to continuing to work with you over the coming years. Thank you for taking the time to leave a positive review. If you feel there are others who may benefit from my Wealth Mentorship, please feel free to share my details. Best wishes, Mandy

Review

by a verified client in Staffordshire

7 months ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

To look after my pension

How has Mandy Lewis-Brammer helped you?

Guide me through different options

Have you seen the outcome you were hoping for?

Not yet sill sorting details out

Mandy:

Hi Derek, Thank you for taking the time to leave a review and for your kind comments. I look forward to continuing to work with you over the coming years and helping you to achieve your retirement goals. Best wishes, Mandy

First impression

by a VouchedFor user

7 months ago

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Mandy

Spoke to Mandy for the first time on Friday 17th May 24 for my annual review she was very friendly and was supportive in answering with any queries I had I felt at ease with as if I knew her for years

Mandy:

Hi Karen, It has been a pleasure assisting you with your Retirement Planning and I look forward to continuing to work with you over the coming years. Thank you for taking the time to leave a positive review. If you feel there are others who may benefit from my Wealth Mentorship, please feel free to share my details. Best wishes, Mandy

Review

by a verified client in Norfolk

7 months ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

i had a deferred pension.

How has Mandy Lewis-Brammer helped you?

Mandy took over from my first advisor with no complications and has continued helping with my retirement and pensions.

Have you seen the outcome you were hoping for?

Yes; i have the assurance knowing i have a strong team looking after my finances.

What could they have done better?

Not a lot.

Mandy:

Hi Christine, It has been a pleasure assisting you with your Retirement Planning and I look forward to continuing to work with you over the coming years. Thank you for taking the time to leave a positive review. If you feel there are others who may benefit from my Wealth Mentorship, please feel free to share my details. Mandy

Review

by a verified client in Hampshire

7 months ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I had money invested already and wantde to take my 25% tax free amount now i have reached 55. i am now considering what to do with the Crystallised pot.

How has Mandy Lewis-Brammer helped you?

Outlined all details of taking 25% and what could be done with the Crystallised/drawdown portion

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

This is not related to Mandy - I would have liked more contact with an adviser over the many years I have been with IronMarket or whattever was the original name.

Mandy:

Hi Paul, It has been a pleasure assisting you with your Retirement Planning and I look forward to continuing to work with you over the coming years. Thank you for taking the time to leave a positive review. If you feel there are others who may benefit from my Wealth Mentorship, please feel free to share my details. Best wishes, Mandy

Review

by a verified client in Devon

8 months ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Transferring my pension

How has Mandy Lewis-Brammer helped you?

Giving good advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Mandy:

Hi Mark, It has been a pleasure assisting you with your Retirement Planning and I look forward to continuing to work with you over the coming years. Thank you for taking the time to leave a positive review. If you feel there are others who may benefit from my Wealth Mentorship, please feel free to share my details. Speak again soon, Mandy

Review

by a verified client in Suffolk

9 months ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Iron market contact me every year to do an annual review

How has Mandy Lewis-Brammer helped you?

Mandy has given me advice on my financial future. What I can do with my pensions when I decide to stop working

Have you seen the outcome you were hoping for?

Yes

Mandy:

Hi Ivan, It has been a pleasure assisting you with your Retirement Planning and I look forward to continuing to work with you over the coming years. Thank you for taking the time to leave a positive review. If you feel there are others who may benefit from my Wealth Mentorship, please feel free to share my details. Best wishes, Mandy

Review

by a verified client in Staffordshire

10 months ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Pension advise ready for my retirement.

How has Mandy Lewis-Brammer helped you?

Have been a client of Ironmarket for many years. Previously dealt with Wes Wilkes. Had my first annual review with Mandy Lewis-Brammer this time. She was very professional and dealt with some queries I had previously emailed her about. Mandy was very friendly to talk to and explained everything very clearly to me. A credit to the company.

Have you seen the outcome you were hoping for?

Yes. Very happy with the service and performance of my pension investment.

What could they have done better?

Nothing I can think of as the service is excellent.

Mandy:

Hi Linda, It has been a pleasure assisting you with your Retirement Planning and I very much look forward to continuing to work with you over the coming years. Thank you for taking the time to leave a positive review. If you feel there are others who may benefit from my Wealth Mentorship, please feel free to share my details. Best wishes, Mandy

First impression

by a VouchedFor user

10 months ago

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Mandy

I found Mandy to be very friendly and confident. She explained everything so I understood. We had a lovely conversation over the phone, it felt like I had known her for years but this was my first chat with her as Mandy had taken over from my previous advisor. Looking forward to are next conversation over the phone, I am glad she is my advisor.

Mandy:

Hi Neill, Thank you for taking the time to leave a positive review, your feedback and kind comments are very much appreciated. I look forward to continuing working with you over the coming years. Speak soon. Mandy

Review

by a verified client in North Yorkshire

10 months ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Having had a few jobs over my working life and lots of small work pensions I thought it best to put them all in one pot and hopefully wok for me and my old age

How has Mandy Lewis-Brammer helped you?

I have been transferred to Mandy from another advisor in the group so this is my meeting with her. But she gave me confidence and explained things clearly.

Have you seen the outcome you were hoping for?

Yes I think so

What could they have done better?

Not sure anything could be done better but she gave me lots to think about and I think I will have more questions as time goes by.

Mandy:

Hi Joanne, It has been a pleasure assisting you with your Financial Planning and I look forward to continuing to work with both you and Phill over the coming years. Thank you for taking the time to leave a positive review. If you feel there are others who may benefit from my Wealth Mentorship, please feel free to share my details.

Review

by a verified client in Lancashire

10 months ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

To transfer multiple pensions into one pot

How has Mandy Lewis-Brammer helped you?

Keeping track of my pension performance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Made more money!

Mandy:

Hi Michael, It has been a pleasure assisting you with your Retirement Planning and I look forward to continuing to work with you over the coming years. Thank you for taking the time to leave a positive review. If you feel there are others who may benefit from my Wealth Mentorship, please feel free to share my details.

Review

by a verified client in Staffordshire

10 months ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Pensions

How has Mandy Lewis-Brammer helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Mandy:

Hi Deborah, It was great to catch up with you both recently and thank you for taking the time to leave such a positive review, your comments are greatly appreciated. I am looking forward to continuing to work with you over the coming years. Keep me posted on any updates!!. Best wishes, Mandy

Review

by a verified client in Staffordshire

a year ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Early retirement

How has Mandy Lewis-Brammer helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Mandy:

Hi Jayne, Thank you for taking the time to leave a positive review, your comments and feedback are very much appreciated. I'm looking forward to continuing to work with both you and Peter over the coming years. If you feel there are others who may benefit from my Wealth Mentorship, please feel free to share my details. Best wishes, Mandy

First impression

by a VouchedFor user

a year ago

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Mandy

Very professional, friendly , and also explained my investment in great detail very happy with the outcome and the service .

Mandy:

Hi Susan, Thank you for taking the time to leave a positive review, your comments are greatly appreciated. It has been a pleasure assisting you with your Retirement Planning and I look forward to continuing to work with you over the coming years. If you feel there are others who may benefit from my Wealth Mentorship, please feel free to share my details. Warmest regards, Mandy

Review

by a verified client in Somerset

a year ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Pension

How has Mandy Lewis-Brammer helped you?

Waiting for outcome

Have you seen the outcome you were hoping for?

Waiting

What could they have done better?

Nil

Mandy:

Hi Nigel, Thank you for your taking the time to leave a review, your comments are greatly appreciated. It has been a pleasure assisting you with your Retirement Planning and I very much look forward to continuing to work with you over the coming years. If you feel there are others who may benefit from my Wealth Mentorship, please feel free to share my details. Thanks again, Mandy

Review

by a verified client in Staffordshire

a year ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Annual review of my pension and savings

How has Mandy Lewis-Brammer helped you?

Yes

Have you seen the outcome you were hoping for?

Reviewing the advice given

What could they have done better?

Nothing, full advice given and Mandy spent time explaining alive thoroughly.

Mandy:

Hi Kevin, Thank you so much for your feedback, it is so important to me that you do truly feel that you’ve received a high standard of service, so again thanks. Looking forward to our next meetings.

Review

by a verified client in Staffordshire

a year ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Long term security on funds

How has Mandy Lewis-Brammer helped you?

Clear concise and easy to understand advice

Have you seen the outcome you were hoping for?

Yes

Mandy:

Hi Richard, It is a pleasure assisting you with your Retirement Planning and I look forward to continuing to work with you over the coming years. Thank you again for taking the time to leave a positive review. If you feel there are others who may benefit from my Wealth Mentorship, please feel free to share my details. Best wishes, Mandy

Review

by a verified client in Staffordshire

a year ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Pension

How has Mandy Lewis-Brammer helped you?

Under stand my pension better

Have you seen the outcome you were hoping for?

Yes

Mandy:

Hi Ian, It was great to meet with you yesterday and it's a pleasure assisting you with your Retirement Planning. I look forward to continuing to work with you over the coming years. Thank you for taking the time to leave a positive review. If you feel there are others who may benefit from my Wealth Mentorship, please feel free to share my details.

Review

by a verified client in Staffordshire

a year ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Mandy approached us when the previous advisor left.

How has Mandy Lewis-Brammer helped you?

Mandy listened to our plans, offered a number of suggestions many of which we took on.

Have you seen the outcome you were hoping for?

Yes very much so.

What could they have done better?

Very pleased with service so nothing to suggest at present.

Mandy:

Hi Mark, Thank you for your feedback, it is greatly appreciated and a pleasure assisting you with your financial planning. I very much look forward to continuing to work with you over the coming years. Thanks again for taking the time to leave a positive review. If you feel there are others who may benefit from my Wealth Mentorship, please feel free to share my details.

Review

by a verified client in Staffordshire

a year ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Tax savings

How has Mandy Lewis-Brammer helped you?

Advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not shure

Mandy:

Hi Derrick, It has been a pleasure assisting you with your financial planning and I very much look forward to continuing to work with you over the coming years. Thank you for taking the time to leave a positive review. If you feel there are others who may benefit from my Wealth Mentorship, please feel free to share my details.