Andy Norrington

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

I received an inheritance

How has Andy Norrington helped you?

We are delighted so far with the advice and attention Andy Norrington has given us so far. Andy conducts himself in a highly professional manner and is extremely thorough in his fact-finding. Andy follows up on everything in writing quickly. We are husband and wife and needed financial guidance on finance planning and wealth management, we also wanted assurance that our child will be looked after in our demise. Andy set about putting together a number of suggestions to ensure all bases were covered, all with FSC assurances as is Andy. At every stage, Andy checked our understanding through all processes, removed the tedious setting up of accounts from us and managed the transfers with our authority. All in all, we received a thorough and smooth process.

Have you seen the outcome you were hoping for?

Yes, everything is in place now.

What could they have done better?

I can't think of anything.

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

We were looking for some advice on our pensions and investments.

How has Andy Norrington helped you?

He's advised us on our pensions and investments and how to manage the money more efficiently, also setting up a portfolio to see our assets has been really useful.

Have you seen the outcome you were hoping for?

Yes.

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

I was looking for advice for future investment and pension planning

How has Andy Norrington helped you?

Andy has been really helpful with clear and easy to understand advice for future financial planning. He has helped me view my finances as a whole and advise how best to manage finances for my future.

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Not a lot!

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

We needed assistance with retirement planning and investments.

How has Andy Norrington helped you?

Andy has helped us create a realistic and achievable plan for early retirement which includes all our assets into an extremely useful visual portfolio.

Have you seen the outcome you were hoping for?

We are well on our way to achieving our retirement goals with Andy’s excellent financial guidance.

What could they have done better?

Nothing.

This review is a follow-up review from a client who left a review previously.

How has Andy Norrington helped you since your last review?

Andy is a great independent financial advisor. I can check how my investments are doing any time. Andy understands my financial goals and because of this, I don't worry about my financial situation.

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

Lack of knowledge to do it on my own

How has Andy Norrington helped you?

In any single way from the beginning and seems he will throw the whole process over the time.

Have you seen the outcome you were hoping for?

The short-term outcome has been to establish a relationship that will deliver the expected outcome in the long term

What could they have done better?

N/a

This review is a follow-up review from a client who left a review previously.

How has Andy Norrington helped you since your last review?

Based on Andy's review & planning of our finances this given me the confidence to retire early and enjoy the golden years to come with my wife and family!

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

To invest/look at pensions for retirement.

How has Andy Norrington helped you?

He has given invaluable advice over the years and continues to support us. He gives clear instructions for us to understand and is very good at understanding our circumstances and he is always available if needed.

Have you seen the outcome you were hoping for?

Yes as the markets were volatile when we first contacted Andrew, the investments that are used within our portfolios have continued to grow favourably, we can look forward to our retirement knowing we have been taken care of and glad we contacted when we did.

What could they have done better?

We are very satisfied with how Andrew conducts himself and really engages with what we need to achieve for retirement and look forward to his continued support.

This review is a follow-up review from a client who left a review previously.

How has Andy Norrington helped you since your last review?

I was nervous about the investment in a financial advisor, but with the tailored advise and support provided by Andy, the returns on my pension fund have been far above it's previous performance and I feel much more confident about my future retirement plans today than I did just one year ago.

This review is a follow-up review from a client who left a review previously.

How has Andy Norrington helped you since your last review?

More confidence with pension investments and shown a willingness to be available for questions.

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

Advice on better returns on savings

How has Andy Norrington helped you?

He looked at how best to make our savings work more efficient

Have you seen the outcome you were hoping for?

Only just starting but his plans for the future look promising

What could they have done better?

Nothing

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

We received an Inheritance which was to be used for our retirement but was sitting in a low yield savings account. We needed advice on the best way to utilise the money to give us a retirement income. This included general investment advice and how to place the money to take advantage of any yearly entitlements we would be due. We had never invested money before so needed to know that we were in good hands.

How has Andy Norrington helped you?

Andy was extremely professional throughout the whole process. He went to great lengths to explain all possibilities available to us, he listened to our wants and needs and gave us all the information needed to allow us to make an informed choice. He was always available to answer any questions and talk through anything that we were unsure about. He took the stress out of having to place this money in the most efficient way and organized everything for us. At all times we were kept up to date with easy to understand but comprehensive reports allowing us to have the best outcome for our situation. We also wanted to have someone who would continue to look after our interests once the original investments had been made.

Have you seen the outcome you were hoping for?

Absolutely. We are very happy with the plan that we have settled on and know that we have Andy with us if we ever need any advice or explanation. We can now go into our retirement feeling comfortable with the decisions we have made

What could they have done better?

We are completely satisfied with the journey from start to finish and know that we are in safe, capable hands going forward. We cannot thank him enough for his support.

Please provide a brief comment about your experience with Andy

Straight forward approach. Honest and reslistic advice

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

I wanted to consolidate my pensions, make them work harder to prepare my retirement, have clarity on what I should do in the coming years to prepare my and my wife's retirement.

How has Andy Norrington helped you?

Andy, have been a great help to clarify my situation today and to put a plan in place moving forward to reach the objectives I have for my retirement. Andy has a gift to explain things directly and clearly and have the breadth of knowledge and experience to guide us in the right direction. Plus the commitment to follow us and work with us over the coming years.

Have you seen the outcome you were hoping for?

Yes, we absolutely did and increase our knowledge and comprehension of pension and finacial planing.

What could they have done better?

Nothing. Andy has been perfect.

Please provide a brief comment about your experience with Andy

Andy is polite and extremely knowledgeable and so helpful, he has given my father-in-law the best advice today and helped him so much and really put him mind at easy with regard to his 3 pensions I highly recommend Andy

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

Wanted advice around pension

How has Andy Norrington helped you?

clarity on drawndown of pension and maximising on investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I had numerous workplace pension pots which I wanted to consolidate into a more appropriate fund.

How has Andy Norrington helped you?

Andy was able to run some projections and help me to better plan for the future.

Have you seen the outcome you were hoping for?

Absolutely, whilst the projections are merely predictions discussing them with Andy gave me a much better insight into future planning.

What could they have done better?

Nothing. Very responsive, personable and took the time to explain any questions.

This review is a follow-up review from a client who left a review previously.

How has Andy Norrington helped you since your last review?

Andy has diligently reviewed all our policies & in doing so helped me successfully claim a substantial amount of monies from a few policies that has boosted my pension & savings over the last 12 months. In addition I have asked Andy to provide me with reviews on using the pension portfolio for other requirements and the research is always been sound advise. Andy is always understanding and helpful in explaining the impact of investments, planning and adjusting levels of funds. I would not hesitate to recommend Andy as a financial adviser.

This review is a follow-up review from a client who left a review previously.

How has Andy Norrington helped you since your last review?

Again, helped us to keep our tax liability to the minimum, and to maximise our ISA allowance.

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

To plan for financial security in retirement

How has Andy Norrington helped you?

Andy is very knowledgeable within his field and is happy to explain things in clear context and has helped to get us to where we need to be within our financial investments for retirement.

Have you seen the outcome you were hoping for?

Most definitely, we are in a much better financial position for retirement as he continues to monitor our plans and is always couteous and professional. We look forward to his continued support.

What could they have done better?

I cannot think of anything as he is efficient, reliable and clear with his instructions.

This review is a follow-up review from a client who left a review previously.

How has Andy Norrington helped you since your last review?

Andy is very knowledgeable and was very patient with our questions. He is a good listener and gives balanced advice. I am very grateful that there was no 'hard sell', indeed a very pleasant and enriching experience was had.

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

I have a number of DB pensions and investments. As I am nearing retirement, we were looking for help to understand our pensions / investments positions and what options were available. I was also looking to consolidate various DB pensions

How has Andy Norrington helped you?

Andrew took time to review all our pensions and investments positions and went through several options with us. Andrew prepared a comprehensive report and explained everything in plain English

Have you seen the outcome you were hoping for?

We have consolidated our DB pensions and investments into three wrappers. This provides us with a central place where all our investments are managed. There was a mixture of reassurance and advice that helped to streamline our portfolio

What could they have done better?

Nothing really, Andrew took time to explain, and the process went smoothly, and he kept us up to date at all relevant stages

This review is a follow-up review from a client who left a review previously.

How has Andy Norrington helped you since your last review?

Fantastic!

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

Conversion of pension funds to drawdown scheme on retirement

How has Andy Norrington helped you?

Specialist advice of possibilities, recommendations and implementation

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - very happy with the service so far.

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

Making the most of my money.

How has Andy Norrington helped you?

Pointing some alternatives to increase my income.

Have you seen the outcome you were hoping for?

At times.

What could they have done better?

N/a

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

Long term financial planning

How has Andy Norrington helped you?

Andy has created a plan for us saving tax and ensuring long term future more secure

Have you seen the outcome you were hoping for?

Yes

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

Retirement plans.

How has Andy Norrington helped you?

Made a confusing situation clearer.

Have you seen the outcome you were hoping for?

Yes. Looks like will be long term assistance.

This review is a follow-up review from a client who left a review previously.

How has Andy Norrington helped you since your last review?

Andy has checked in on us to ensure we’re happy with our plans in place and notified us he is still able to help, should we need him in the future.

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

Wanting to consolidate multiple pensions and have cashflow projections prepared based on our current financial position in order to plan our savings and investment strategy

How has Andy Norrington helped you?

Andy guided us step by step in what information was needed, prepared advice based on multiple scenarios and gave us clear information and view on various options for us so that we could decide, based on our goals, on what to do next.

Have you seen the outcome you were hoping for?

We now have a clear view and visibility of our financial position so yes

What could they have done better?

Nothing that I can think of

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

We required assistance with retirement planning

How has Andy Norrington helped you?

Andy has provided direction and focus to achieve our goal to retire at the earliest opportunity. Andy also provided investment advice relating to a recent inheritance.

Have you seen the outcome you were hoping for?

Too early to say what the financial outcome will be, but Andy’s advice was clear and logical.

What could they have done better?

Nothing.

This review is a follow-up review from a client who left a review previously.

How has Andy Norrington helped you since your last review?

Andy always thoroughly explains what has happened since last review and has diagrams to back it up. Andy comes across as always wanting what's best for me.

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

My son suggested it to me

How has Andy Norrington helped you?

Andy spent time understanding my situation and financial needs, he then produced a detailed proposal.

Have you seen the outcome you were hoping for?

It is too early to say

What could they have done better?

I cannot think of anything. He was responsive, efficient, reliable and clear.

This review is a follow-up review from a client who left a review previously.

How has Andy Norrington helped you since your last review?

Andy has continued to monitor my investments and provided guidance on best performance which has been very beneficial.

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

Consolidation of pension portfolio, setting up a retirement fund and adequate financial planning to ensure I maximise return on investment.

How has Andy Norrington helped you?

Andy has been an amazing advisor, extremely professional and a pleasure to work with. He always explains the rationale and takes you through the various options diligently. Andy has structured my pension portfolio and also helped me set up a combined ISA and general investment account.

Have you seen the outcome you were hoping for?

Yes, markets are challening currently however Andy has always been there to guide and advise.

What could they have done better?

Nothing comes to mind at the moment. His service was exceptional.

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

I was looking for pension and investment advise

How has Andy Norrington helped you?

Honest, friendly, clear and simple advise and recommendations.

Have you seen the outcome you were hoping for?

Yes

This review is a follow-up review from a client who left a review previously.

How has Andy Norrington helped you since your last review?

Andrew has helped me with transferring a pension from a previous employer, and to plan during the current crisis.

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

Realising I needed to make provisions for my long-term financial future, panicking at not having a pension in place (or even really understanding how they work), wanting advice on what best to do with savings.

How has Andy Norrington helped you?

Andy talked me through the whole process of financial planning, pensions, investments, he got to know and understand my own personal circumstances really well, and came up with a great plan involving lots of different elements. I feel a lot more informed, knowledgeable, confident and hopeful.

Have you seen the outcome you were hoping for?

I've only just signed up with him, but based on historical projections I'm confident.

What could they have done better?

Andy is really personable, so responsive and attentive, tolerated all of my numerous questions and worries! I'm happy to be entering into this long-term financial relationship with him and feel like he knows his stuff and cares about his clients.

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

I realised that I needed help to manage my finances.

How has Andy Norrington helped you?

We discussed what I wanted to achieve financially and he’s helping me to plan for my future by looking after my finances

Have you seen the outcome you were hoping for?

Yes.

Please provide a brief comment about your experience with Andy

Very professional and knowledgable.

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

Pension consolidation

How has Andy Norrington helped you?

Provide great advise on how my money would be invested.

Have you seen the outcome you were hoping for?

Initially yes, but due to current global uncertainty the outcome is not encouraging. I am aware that this is not Andy's fault.

What could they have done better?

Not sure

This review is a follow-up review from a client who left a review previously.

How has Andy Norrington helped you since your last review?

His helped us to avoid paying unnecessary tax, put our monthly out going’s on a better footing, made the most of our ISA allowance.

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

Approaching pensionable ages for both partner & myself , considering retirement in the very near future

How has Andy Norrington helped you?

Andy has reviewed our policies and was very diligent in providing a report that helped give us a sound understanding of pensions and based on the information when would be a suitable time to retire. He even managed to help with making a successful claim on medical insurance with a considerable amount paid on the policy.

Have you seen the outcome you were hoping for?

At the outset did not fully understand the pension options & consolidation of policies but Andy has given us the confidence to consider early retirement

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

We have come to a time in life when it is wise to have financial advice before full retirement

How has Andy Norrington helped you?

Andy took us through the various options and was very patient with our questions. I could see that he had done a tremendous amount of research and ground work specific to our situation and requirements.

Have you seen the outcome you were hoping for?

The plans and arrangements are at an early stage.

What could they have done better?

Very happy with the presentation and work done

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

Just got divorced and pension sharing was involved

How has Andy Norrington helped you?

He helped me to understand the breakdown of the pension and how to invest the money.

Have you seen the outcome you were hoping for?

not as yet as the money hasn't been transferred as yet.

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

I had 5 pensions and needed just one. I also wanted to move away from unethical investments into something that was better for our planet and social justice.

How has Andy Norrington helped you?

He listened, showed patience and demonstrated an in-depth understanding of my circumstances. He responded in very professional manner and was able to provide a solution that was perfect for what I needed and wanted.

Have you seen the outcome you were hoping for?

Absolutely! He has exceeded my expectations.

What could they have done better?

Not much. 10 out of 10 on every aspect of the service!

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

Pension advice and retirement planning

How has Andy Norrington helped you?

Andy is very approachable and explained everything in a very down-to-earth way that was easy to understand. He responded to all my questions very patiently and quickly and we were able to meet the tight deadline we had set to get everything in place

Have you seen the outcome you were hoping for?

I'm very happy with what we have put in place and time will tell in terms of outcomes.

What could they have done better?

Nothing comes to mind.

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

Retirement and the need to transfer our pensions, and planning for future financial arrangements.

How has Andy Norrington helped you?

Practical advice and instituting our requirements based on his knowledge of the market.

Have you seen the outcome you were hoping for?

Not yet, but we have only recently begun to use his services. So far so good.

What could they have done better?

Charge less for ongoing service.

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

Andy has helped us shape our savings and retirement planning in a more structured way.

How has Andy Norrington helped you?

Andy has been really concise and clear about options available, has responded quickly and patiently with questions and generous with his time.

Have you seen the outcome you were hoping for?

We’ve just started working with Andy so cannot answer.

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

To plan for fianancial security in retirement.

How has Andy Norrington helped you?

Andy listened to our needs and took onboard our circumstances and preferences to set a plan that will put us in a better position than we are at present. We feel that with his knowledge it has been a very positive experience and we look forward to a continued relationship. Everything was explained and dealt with thoroughly and the process was very smooth.

Have you seen the outcome you were hoping for?

Andy has helped put together a portfolio for pensions and savings and in the years to reirement we hope to be in a better position, his professional service and advice have been invaluable in helping us make decisions at this stage towards our retirement. We would happily recommend Andy and look forward to his continued professional service and advice. He is contactable, courteous and helpful which is a benefit in itself.

What could they have done better?

There isn’t anything that Andy could have done better on this occassion as we had started to discuss our needs for planning our retirement recently. I just wish we had spoken to him much sooner.

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

To make a profit from our savings.

How has Andy Norrington helped you?

Helped us understand better our finances work generally speaking and which ways would suit us better for our personal circumstances.

Have you seen the outcome you were hoping for?

Not yet.

What could they have done better?

I don’t believe he could have done better. His service was really good and fast forward.

This review is a follow-up review from a client who left a review previously.

How has Andy Norrington helped you since your last review?

He has monitored my pension and been on call for advice

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

My husband is self employed and wished to start a pension plan.

How has Andy Norrington helped you?

We have now set up a pension plan for my husband and consolidated mine into one. Andy was knowledgeable and informative and explained everything to us clearly, using hypothetical examples which really helped us understand. He was courteous and patient and answered all of our questions. We are extremely happy with his service and would highly recommend him to others.

Have you seen the outcome you were hoping for?

Yes. We are happy with the plans put in place.

What could they have done better?

None

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

Wanting to understand how my financial situation would could pan out in the future. Wanting to set up savings funds for myself and my children. Wanting to make the best out of excess income.

How has Andy Norrington helped you?

Andy has helped me set up my pension, ISAs, children ISAs and general investment accounts. He has helped me work through how I can make the most of the money I have and allocate it to areas that are important for me (eg putting some money aside for my children). He is very patient and takes the time to go through and discuss everything so I feel very relaxed that we have made a good plan (that can be adjusted as time goes on).

Have you seen the outcome you were hoping for?

Just started but already happy with how we have allocated my money and the projected outcomes.

What could they have done better?

Nothing. Andy explained everything he very clearly. The reports he gives a very clear and make sense to me! He is very happy to answer any questions.

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

I was looking for an adviser to help with planning and to advise on more investment options that were best suited to my requirements.

How has Andy Norrington helped you?

Andy carefully assessed my circumstances, goals and investment attitudes and devised a plan and recommended investments that suited me.

Have you seen the outcome you were hoping for?

Yes, Andy was able to make a realistic plan that met all my objectives.

What could they have done better?

Andy provided all the outcomes I was hoping for.

This review is a follow-up review from a client who left a review previously.

How has Andy Norrington helped you since your last review?

Andy has kept in touch to keep me updated on my pension, and things have progressed as he forecast.

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

I wanted advice on combining pensions that were with a variety of providers so that they were all under one provider. I also wanted advice on investing in stocks and shares.

How has Andy Norrington helped you?

From the first point of contact, Andy has been efficient, excellent at communication, and has taken time to understand my concerns and needs. I feel it has been a very individual process with a very personalized service. Andy has always kept me updated of all the processes and most importantly, made the procedure for transfer and investment so straightforward. He has listened to my questions and provided straight, no jargon speak responses and kept me reassured throughout the process.

Have you seen the outcome you were hoping for?

I have seen the outcome with the pension transfers into one provider which is what I initially contact Andy about. The other area is also in progress which is excellent.

What could they have done better?

There are no areas for improvement - gold service star!

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

Was looking at consolidating my investments and put in a plan for early retirement

How has Andy Norrington helped you?

Andy did a full review, provided the options and created a detailed report. I found Andy extremely knowledgable, practical and experienced and has been an absolute pleasure to work with him. Highly recommend him

Have you seen the outcome you were hoping for?

Yes, I have structured all my pensions and investments and put in place a plan to look at fund my future retirement

What could they have done better?

Nothing that I can think of

This review is a follow-up review from a client who left a review previously.

How has Andy Norrington helped you since your last review?

Andy has helped me to transfer my work pension and to make important financial decisions. Most importantly, I feel I can be completely honest with him.

Please provide a brief comment about your experience with Andy

Andy, was extremely helpful in setting up several investments. He provided a lot of data and insight along with some recommendations and was able to share his wealth of knowledge without using jargon. Will definitely continue to use his service.

This review is a follow-up review from a client who left a review previously.

How has Andy Norrington helped you since your last review?

As our circumstances have changed over the past year, Andy has continued to advise us on the best options for our investments and highlighted new opportunities for us to take advantage of.

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

Was unsure what to do with money which I got inherited

How has Andy Norrington helped you?

He help me with my investments and where the best place for them to go was.

Have you seen the outcome you were hoping for?

Yes, Andy was very clear and helpful

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

Early retirement.

How has Andy Norrington helped you?

Andy is a very good Financial Advisor with excellent knowledge of investment markets and financial products. Prior to coming up with a plan and a strategy to make my money work harder for me, he spent a great deal of time and effort to better understand my circumstances, priorities and risk appetite. He then came up with an investment strategy that suited my lifestyle and future ambitions.

Have you seen the outcome you were hoping for?

If you, like me, have not spent a lot of time managing your finances, it can be daunting to understand complicated financial definitions, specialist terms and make sense of the competing options. But Andy masks investment complexities and wraps the hard to understand stuff in an accessible language. I particularly liked his use of metaphor to explain complicated financial theories. I carried out extensive online research and followed recognised bodies, e.g Financial Services Authority best practice in my search to find a good Financial Advisor. Andy ticked all the boxes. Andy is not only a brilliant Financial Advisor but a good guy who wants to help. His advice helped me to have an informed discussion with my employer about my pension rights. His fees didn’t cover this advice. He also helped me in validating provider income protection payment calculations; another intervention that his fees did not cover. Another aspect that I liked about Andy’s service is his wide network of professional contacts who cover areas that he doesn’t. For example I wanted advice on how to draw up a Long Lasting Power of Attorney. This is not his area of work but he quickly suggested good professionals who can help. This is crucial, I think, as often financial planning can’t be achieved in isolation.

What could they have done better?

Thanks to Andy, I now have all of my financial products (pension, ISA, General investment) organised in one place and invested in the right markets. I believe Andy's fees are competitive. I am happy to vouch for Andy and answer any questions that you may have on this review.

Please provide a brief comment about your experience with Andy

Excellent communication, explains things throughly and a pleasure to work with.

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

Worried about finances in retirement

How has Andy Norrington helped you?

Very knowledgeable about all aspects of investment/pensions & pointed me in the right direction for a secure retirement.

Have you seen the outcome you were hoping for?

Just started.

What could they have done better?

So far, completely satisfied.

This review is a follow-up review from a client who left a review previously.

How has Andy Norrington helped you since your last review?

Yes. Andy is always helpful and makes sure I’m happy with the way my finances are managed.

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

I had pensions in separate places and needed sound advice on investment options available to me.

How has Andy Norrington helped you?

Andy ran through with me options available to me and encouraged me to engage more in my pension performance.

Have you seen the outcome you were hoping for?

Not as yet

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

I’ve been looking after my own drawdown pension for quite some time but felt it was time to let the professionals have a go, I also felt I was was not making the most of our savings.

How has Andy Norrington helped you?

He told me about tax efficiency savings accounts, for example putting your money into your pension is a really good way of avoiding paying unnecessary tax.

Have you seen the outcome you were hoping for?

So far, so good, but it’s a long way to go but I have every confidence in Andrew.

What could they have done better?

I can’t think of anything, it was all done on a friendly but professional basis.

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

Thinking about retirement options and and optimising growth in overall financial portfolio

How has Andy Norrington helped you?

Restructuring of finances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

All good

Please provide a brief comment about your experience with Andy

Good time keeping. Detailed information. Fast response. Excellent knowledge Easy to talk with, friendly person Keeps to his words Follow up

Please provide a brief comment about your experience with Andy

Andy was very clear about his charges and seems very committed to providing me with the right financial advice.

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

After purchasing and renovating my first property, I felt a need to start putting money aside for the future as previously all of my savings were being put towards house buying expenses. I wasn't sure where to start with regards to investing and felt slightly overwhelmed by the variety of options out there.

How has Andy Norrington helped you?

Andy encouraged me to finally track down my old pensions and he has now consolidated these into one place. He advised on the best investment and savings solution for my profile and requirements. Through our discussions we arrived at a figure which I feel comfortable setting aside each month and as a result I feel more confident about the future.

Have you seen the outcome you were hoping for?

Yes

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

I have been contemplating for awhile now how to safely and wisely invest some of my savings. I wanted to find a financial adviser who will not only help me do so, but with whom I will feel comfortable and secure.

How has Andy Norrington helped you?

I feel lucky to have found Andy. During our initial conversation over the phone and subsequent face- to -face meeting, he spent a lot of time (more than what is required by him ) to not only understand my financial situation , my financial goals and future aspirations , but to also understand who am I as a person, what my fears and concerns are and to answer all of my numerous questions. Andy respected my wishes and gave me an honest, impartial and professional advice. Having made a plan, he made sure I understand and feel comfortable with it, which I do. Andy gave me advice to how further maximize my earnings/savings/investments for the future and protect myself from unforeseen events which may have negative impact on me.

Have you seen the outcome you were hoping for?

I feel confident that I will do so.

What could they have done better?

Nothing really...

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

To have a better understanding of my PP. transfer the smaller ones into one main portfolio and the get a better investment rate of of portion of the main PP submitted. To cash in 25% of the pension for building works

How has Andy Norrington helped you?

Andy was excellent, very informative about the types of pension investment available. With the comprehensive meetings we had to discuss my main portfolio which consisted of two individual units, I felt confident and comfortable enough to use a portion the smaller unit to have fun with a higher investment rate. Andy was very thorough in explaining how pension were invested in the clients behalf and for the first time in a very long time, I came a way for the meeting with a much greater understanding of how investment and pensions worked.

Have you seen the outcome you were hoping for?

I have recently received notification that the transfer of my smaller pensions are now being released into my main retirement portfolio. I look forward to the outcome later in this year

What could they have done better?

Andy came highly recommended by a friend and excelled in every areas as my financial. I know I have received very thorough comprehensive information because when I consider my pension portfolio now, I know exactly what’s happening to it, I have a firm grasp on the areas of investment for the smaller unit that will be invested at a higher rate for a certain period of time. When I look through the documents everything makes sense. This is due to Andy spending a good deal of his time going thru my portfolio detail by detail. He did not talk over my head with impressive facts and figures that financial adviser were notorious for. He took time to make sure I had a full grasp of everything we discussed, and for that very reason, I look forward to recommending him to friends too.

Please provide a brief comment about your experience with Andy

Andy is very knowledgable and provided clear advice in his introductory session. I felt very comfortable with him and he is very polite and clear with his advice. He pointed out things that were very useful and it was a free session so appreciate this.

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

We wanted to consolidate savings and update and consolidate various policies as well as organise a pension provision.

How has Andy Norrington helped you?

Andy put us at ease by spending a lot of time talking us through our finances. We spent time looking at our current commitments and policies and discussing how we could streamline everything and organise into one place and create a pension provision. Andy's work was very thorough, he did all of the hard work and the whole process was stress free.

Have you seen the outcome you were hoping for?

Only recently engaged

What could they have done better?

Nothing

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

I needed to organise my pensions

How has Andy Norrington helped you?

Andy did a full review of my circumstances and helped to consolidate my pensions and organise a new one.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing the service was great

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

I needed to make sure I had an adequate level of protection for my family in the event of death or serious illness.

How has Andy Norrington helped you?

Andy took the time to understand my situation, before recommending a solution that best suited my needs.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Andy was very helpful and clear with all of his advice. I am very grateful for his service and there is nothing I feel he could have done better.

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

Recently made redundant I wanted to enquire whether I could retire

How has Andy Norrington helped you?

Andy explained and answered all my questions, putting me at ease as I was very nervous as to what I should do.

Have you seen the outcome you were hoping for?

I have received my first payment, so I am very pleased

What could they have done better?

I have nothing negative to say as the service I received was professional, but plenty of time was taken to put me at ease