Andy's reviews
Reviewed for
Pensions ( 10 )
Retirement income (annuities, drawdown) ( 5 )
Auto Enrolment ( 1 )
Investments and Savings ( 8 )
Inheritance Planning ( 4 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 6 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£200k - £500k ( 1 )
£100k - £200k ( 3 )
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 Hampshire
4 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 independent advise on what I should be doing to plan for now and the future.
How has Andy Hara helped you?
Andy has helped me immensely with planning for the future.
Have you seen the outcome you were hoping for?
As it currently stands I have seen an improvement from where my money was invested in the past.
Review
by a verified client in Cornwall
4 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’m self-employed and was unsure how to set up a pension plan.
How has Andy Hara helped you?
Andy made the entire process smooth and straightforward. He took the time to explain my options, answered all my questions, and helped me find the best pension solution for my situation.
Have you seen the outcome you were hoping for?
As a self-employed individual, setting up a pension seemed overwhelming at first, but with his expert guidance, I now have a solid plan in place
Review
by a verified client in Hampshire
4 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?
We were looking to understand our pension income as well as plan and save for retirement over the next 5 years.
How has Andy Hara helped you?
Andy has provided a full financial overview of our current situation as well as helped us understand our pensions and how to best save for the future.
Have you seen the outcome you were hoping for?
Yes. Andy has provided crystal clear advice, taken time to talk through all possible options and answer all our questions. He has listened carefully and responded at an appropriate level of depth and detail.
What could they have done better?
Nothing. Andy has been patient, personable and utterly professional.
Review
by a verified client in East Sussex
4 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?
Recommendations from family and friends to better plan for the future
How has Andy Hara helped you?
Andy has taken the time to build a relationship with me so my financial plan matches both my needs and my attitudes towards finance.
Have you seen the outcome you were hoping for?
I’ve been very pleased with the outcomes.
What could they have done better?
Very happy with the service recieved
Review
by a verified client in West Sussex
5 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?
Starting my first job and receiving a stable income.
How has Andy Hara helped you?
Guided me on how to invest my money to make it work hardest for me.
Have you seen the outcome you were hoping for?
Yes.