Andy Ellis

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

Realising and then, accepting that we needed sound advice to protect ourselves for the future, and to insulate our earnings against the volatility of banking interest rates.

How has Andy Ellis helped you?

As a gay couple, we choose advisors, lawyers and professionals who deal with us with caution. Andy’s manner, and personality put us at ease immediately, and we felt he understood our need to protect each other, and our finances. The absence of children either as dependants or influencing factors, meant that we had a different set of requirements to most couples. Andy has proved to be capable and knowledgeable, and has given us sound advice at every turn.

Have you seen the outcome you were hoping for?

Absolutely. We are 63 and 60 respectively, and now all that advice is coming to the fore.

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

Being a business owner without a pension in place.

How has Andy Ellis helped you?

Andy guided me through the process and helped me make an informed choice regarding my pension. Andy has a friendly zero-pressure approach, and I'm very grateful for his support.

Have you seen the outcome you were hoping for?

Yes - my pension is now in place.

What could they have done better?

N/A

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

My company appointed Andy Ellis to advise all our staff on their pensions. I retained Andy's services once I retired.

How has Andy Ellis helped you?

Andy has advised me on the value of my pension, the best and most tax effieicnt way to use my pension pot to allow me retire when I wanted and most recently the best and most tax efficient way to draw down some of that pot to may for essential house modifications.

Have you seen the outcome you were hoping for?

Andy has delivered all the outcomes I wanted in a timely and tax efficient manner.

What could they have done better?

Nothing. He is responsive, highly knowledgeable and has delivered all the outcomes we needed to the timescale we wanted.

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

My husband initiated contact.

How has Andy Ellis helped you?

Andy had worked with my late husband for years and after his death we began working together. As someone who finds the world of finance quite overwhelming, Andy has helped me navigate the financial world in an easily digestible way and has been incredibly patient and understanding.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, Andy has always offered clear information/advice in an understandable form and a professional manner.

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

Having had a bad experience with our previous adviser I asked for recommendations - Andy was recommended by a friend. As business owners we wanted to ensure we were investing our money wisely - we recognised we needed help with this

How has Andy Ellis helped you?

In a professional, yet caring manner, Andy has helped us set up our finances not only for retirement but for events that might occur at any time both personally and for the business. He listened to what we required - which did change a few times once we had started thinking about the future seriously! Andy accommodated all our requests financially and we are very happy

Have you seen the outcome you were hoping for?

So far everything we wanted has happened and a little bit more! And the future is looking as we had hoped

What could they have done better?

So far we are happy with all aspects of Andy's service.