Andrew's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 4 )
Pensions ( 77 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 32 )
Auto Enrolment ( 1 )
Investments and Savings ( 77 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 13 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 29 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 18 )
£100k - £200k ( 11 )
£50k - 100k ( 5 )
Up to £50k ( 5 )
Review
by a verified client in Devon
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming up to retirement and needing advice and support regarding how to plan most efficiently for the future.
How has Andrew Neligan helped you?
Andrew has patiently guided us through the process of accessing my pension pot and investing it in such a way as to make the most efficient use of our savings. Through our discussions with Andrew , we have a gained a greater confidence in the plans we have budgeted for regarding our living costs and making the most of our retirement.
Have you seen the outcome you were hoping for?
We now have in place, a financial plan for the future. We have recently started to implement this plan and our initial impressions are very positive. At future review meetings, I am sure we will continue to see the benefits of the planning that has taken place.
What could they have done better?
Andrew has been very supportive and understanding throughout the process.
Andrew:
Rich, thank you for taking the time to leave this review. I have enjoyed helping the two of you plan your retirement over the past year or so and look forward to doing so over the coming years.First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Andrew
Willing to spend more than sufficient time talking through everything with me . Very understanding of my situation .
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Andrew
He was considerate , understanding not pushy and warmly enthusiastic. He was able to identify my needs and offered the possible routes which I can now choose from .
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Andrew
Andrew was very accommodating and interested in what I had to say. He asked very pertinent questions and was very easy to talk to. I would recommend anybody having an initial chat with him about their finances to see if he can help.
Andrew:
Hi Mark, Thank you for taking the time to leave this review. I'm pleased that you found this meeting helpful. Although you concluded you don't need advice at this time, I'll be pleased to help you should you do so in the future. AndrewReview
by a verified client in Devon
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Andrew Neligan helped you?
Clear advice on the best way to proceed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Andrew:
Hi Lawrence, Thanks you for this review, it is much appreciated. I was pleased to be able to help you with this advice for your pension and will be delighted to help you when needed in the future. Andrew