Andrew Woolhouse

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

How has Andrew Woolhouse helped you since your last review?

He keeps me in the loop and helps whenever I need advice.

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

How has Andrew Woolhouse helped you since your last review?

Andrew has kept me informed of my investments and the best way to manage for my needs.

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

How has Andrew Woolhouse helped you since your last review?

Everything I said in my previous review remains pertinent. We have regular face-to-face meetings either in person or remotely via Zoom. Andrew takes the time to understand my needs in retirement and explains my options should he feel there is any need to change my portfolio. Andrew is approachable and dependable, always acting promptly should I need to contact him. That said, I rarely need to contact him such is the confidence I have in him. Now, I have to admit that I have a financial background. With any investment attitude to risk, diversification, 'time in the market' and regular reviews are crucial. I cannot fault Andrew's advice and procedures. Nobody likes paying fees but on balance Andrew's fees represent good value and are competitive.

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

How has Andrew Woolhouse helped you since your last review?

Andrew has really helped us with long term investment planning , pensions and inheritance planning

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

How has Andrew Woolhouse helped you since your last review?

Andrew has continued to look after our investments and also advised and managed our tax free drawdown from a personal pension plan.

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

I wanted to retire..

How has Andrew Woolhouse helped you?

Andrew went through all my options he took the time and trouble to help me by going through things on more than one occasion. So pleased with his clear explanations and insight.

Have you seen the outcome you were hoping for?

Yes I am very happy with the outcome,

Please provide a brief comment about your experience with Andrew

Very useful and timely review with Andrew of my current financial position and options going forward- he was quickly on top of what concerned me and very pragmatic.

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

How has Andrew Woolhouse helped you since your last review?

I feel relaxed about my financial affairs as I know Andrew keeps a watchful eye on them

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

How has Andrew Woolhouse helped you since your last review?

Clear advice and swift action put into place when required.

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

How has Andrew Woolhouse helped you since your last review?

As always Andrew is fully au fait with all the smartest, latest best practice approaches to managing my finances, for both personal and business, in the most responsible and optimal way.

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

How has Andrew Woolhouse helped you since your last review?

Very similar to last year's review.

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

How has Andrew Woolhouse helped you since your last review?

With effective savings and pension advice.

Please provide a brief comment about your experience with Andrew

Andrew’s responded to my initial query very promptly.

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

How has Andrew Woolhouse helped you since your last review?

Discussed finances and been available for any help required

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

How has Andrew Woolhouse helped you since your last review?

Andrew has been a great help in our investment program and will I'm sure be part of it for years to come.

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

How has Andrew Woolhouse helped you since your last review?

After a difficult trading year and my nervousness, as usual my good friend Andrew has calmed my fears and put my mind at ease.

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

How has Andrew Woolhouse helped you since your last review?

Andrew keeps me informed whenever necessary. I have total faith in him.

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

I had some money which I wanted to invest and hopefully get a better return than a savings account

How has Andrew Woolhouse helped you?

He has helped me decide which areas to invest in and kept me informed of the progress of my investments.

Have you seen the outcome you were hoping for?

Up until the last couple of years when the markets have been difficult.

What could they have done better?

Nothing I am aware of.

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

How has Andrew Woolhouse helped you since your last review?

Andrew has always given good advice and will always point out the options palatable or not.

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

How has Andrew Woolhouse helped you since your last review?

Is always available. Gives clear simple information. Explains the ups and downs of the stock market

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

Andrew took over from an existing advisor

How has Andrew Woolhouse helped you?

He knows more than I do about financial matters

Have you seen the outcome you were hoping for?

Markets are volatile.

What could they have done better?

There could have been fewer financial dips.

Please provide a brief comment about your experience with Andrew

Great experience with Andrew, he gave us lots of information and things to think about for our future. I recommend him.

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

How has Andrew Woolhouse helped you since your last review?

At our recent Annual Review we discussed the performance of the funds in a very difficult market, however, due to smoothing the funds are still performing positively.

Please provide a brief comment about your experience with Andrew

Spent far longer than I expected looking at the options I had & explaining the considerations that should lead me in my decision making.

Please provide a brief comment about your experience with Andrew

Very diligent and knowledgeable

Please provide a brief comment about your experience with Andrew

Andrew was punctual, he took his time to really understand our situation and needs. He explained technical things very well and overall the discussion was pleasant and informative.

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

I needed to ivest money into something

How has Andrew Woolhouse helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

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

Future financial planning.

How has Andrew Woolhouse helped you?

Established pensions, mortgages and critical/personal insurance and advised on investments and ISAs for the family.

Have you seen the outcome you were hoping for?

Yes. Indeed.

What could they have done better?

Nothing.

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

How has Andrew Woolhouse helped you since your last review?

By giving advice via email and phone

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

I was getting divorced and had a pension sharing order against my husbands private pension and was advised by my solicitor to get advice from a financial advisor.

How has Andrew Woolhouse helped you?

Andrew helped by sourcing the best annuity for my needs. Andrew was very helpful and understanding of my future financial needs.

Have you seen the outcome you were hoping for?

My annuity is now in place and I have started receiving an income.

What could they have done better?

I do not believe there is anything that could have been done better .Andrew was thorough in his advice and very helpful in explaining my options .

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

A need to consolidate all my various pensions

How has Andrew Woolhouse helped you?

Sort all my pensions and gave invaluable help and advise regarding investment in line with my needs

Have you seen the outcome you were hoping for?

A solo

What could they have done better?

Nothing that I can think of, he is always available for any enquiries and keeps me abreast of any changes in government policy which may effect me.

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

How has Andrew Woolhouse helped you since your last review?

We discussed my small pension drawdown pot due to the poor market performance. Although only a small "player" in his client portfolio Andrew is always on time with advise, I'm never forgotten.

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

Savings, coming up to retirement and pensions

How has Andrew Woolhouse helped you?

Advice and thoughts and guidance re above.

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?

The assurance of having a professional adviser ensuring we were making the right financial decisions as we worked through our working life and on into retirement

How has Andrew Woolhouse helped you?

Andrew has taken the time to understand our circumstances, our long & short term financial goals and our approach to risk

Have you seen the outcome you were hoping for?

Over the long term our financial goals have been achieved

What could they have done better?

Nothing particular comes to mind

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

How has Andrew Woolhouse helped you since your last review?

Andrew kept us on track with regard to maximising pension income and at the same time balancing risk.

Please provide a brief comment about your experience with Andrew

Very impressed with with Andrew's knowledge and professional attitude. His advice was exactly what I was looking for and our initial conversation exceeded all my expectations. He asked the right questions and quickly identified my attitude to risk, my overall concerns and future plans - and he then took time to provide thorough feedback with clear no nonsense explanations of a number of options. Excellent service !!

Please provide a brief comment about your experience with Andrew

Very helpful and informative without any pressure to make a decision.

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

Pension

How has Andrew Woolhouse helped you?

Personal pension advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

How has Andrew Woolhouse helped you since your last review?

Keeps in touch. Gives reassurance when the market falls and explains the options

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

Needed to make best of pension plan

How has Andrew Woolhouse helped you?

Quickly understood my attitude to risk and what I needed from a pension

Have you seen the outcome you were hoping for?

Yes, and more. Andrew has my complete confidence. He does his research, talks carefully through the options, listens to questions, deals with my uncertainties and all in the most pleasant, personable manner. After meetings, he acts promptly and keeps me informed.

What could they have done better?

nothing lacking. Andrew is prepared to go the extra mile.

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

Andrew replaced our existing advisor

How has Andrew Woolhouse helped you?

Making my money work efficiently

Have you seen the outcome you were hoping for?

In the majority, yes

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

How has Andrew Woolhouse helped you since your last review?

We discussed the performance of my funds and agreed to leave things as they were in a smoothing of investment returns type of pension fund.

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

I was made redundant over 2 years ago, and wanted to understand my financial position to plan whether to return to work full time, part time, or not at all.

How has Andrew Woolhouse helped you?

Andrew delved in to our finances and our plans for retirement, advising what investments to move or keep, and updating them and us regularly to ensure we remain on track.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much - it has proved difficult over the pandemic for everyone, but Andrew has continued to work remotely and keep in contact.

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

Looking for financial advice and assistance on expected retirement income.

How has Andrew Woolhouse helped you?

Consolidated pensions and investments into a single place and also advised on financial planning.

Have you seen the outcome you were hoping for?

Yes, I now know my retirement options and that my money is being invested well.

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

Needed guidance, suggestions and recommendations on future financial planning after returning to the UK after living abroad as well as securing a future for me and my son.

How has Andrew Woolhouse helped you?

Andrew was very approachable, and was knowledgeable and had some new ideas about some exciting opportunities of investments, pensions and other ventures

Have you seen the outcome you were hoping for?

Definitely!

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

In serious need of some sound and trustworthy financial advice and planning, particularly concerning the use of pensions.

How has Andrew Woolhouse helped you?

He has been an enormous help without whom we would be no where, and inheritance tax luring. Great vision and expertise and a pleasure to deal with.

Have you seen the outcome you were hoping for?

The investment of our pension is on going , so as of yet results are still in the waiting.

What could they have done better?

Not to my knowledge.

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

We needed to fund a renovation/building project and carefully consider inheritance tax in the process.

How has Andrew Woolhouse helped you?

Andrew was quick to understand the complexities of our situation and put forward various options, explaining them clearly. He was very proactive - got things moving, which is what we needed. He responds very quickly to our questions and is easily contacted.

Have you seen the outcome you were hoping for?

The building project is still in progress, but Andrew helped facilitate this. So far so good!

Please provide a brief comment about your experience with Andrew

Andrew was very professional and spent quite a lot of time going through our pensions, to provide guidance to help with our retirement plans. We found Andrew very helpful and he brought things to our attention that we were not aware of.

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

The need for up to date expertise when considering your future

How has Andrew Woolhouse helped you?

Advice and execution on pensions, investments financial planning

Have you seen the outcome you were hoping for?

Yes, and always prompt responses to questions anytime

What could they have done better?

Can’t think of anything

Please provide a brief comment about your experience with Andrew

Chatting with Andrew was really helpful and I came away with a much better understanding of my pension options at this juncture. I have clearer idea of the next steps to take.

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

Consolidation of various pension pots including a final salary pension has n the lead up to retirement

How has Andrew Woolhouse helped you?

Andrew spent a lot of time discussing various options with me. He has lots of patience and understanding in helping me achieve my needs.

Have you seen the outcome you were hoping for?

I now have exactly what I need and have begun my retirement slightly earlier than planned due to ill health.

What could they have done better?

Andrew could not have done more for me and I would recommend him to anyone searching for good solid independent advice.

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

How has Andrew Woolhouse helped you since your last review?

There has been no "new" investment advise since my last review,but although I am a "minor" player in the financial sector Andrew is always ready to answer any points I need clarification on and keeps me up to date on the state-of-play of my pension pot.

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

How has Andrew Woolhouse helped you since your last review?

I spoke with Andrew a few days ago regarding my pension pot and his advise has helped me reach a decision regarding that pot.

Please provide a brief comment about your experience with Andrew

Andrew is an excellent adviser, open and trustworthy, detail conscious and pleasant to deal with

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

Needed some advice about pensions.

How has Andrew Woolhouse helped you?

Andrew pointed out the best way to access my pension.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing springs to mind.

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

How has Andrew Woolhouse helped you since your last review?

Andrew keeps in contact with regular updates not only of my own portfolio but with other financial matters that he thinks may be of interest. He sought my permission to transfer my portfolio to another provider with lower fees and online access to my portfolio so that I can monitor progress as often as I like and performance has been exceptional. Pre covid we were having annual face-to -face reviews but understandably these are now via Zoom with onscreen access to all information, performance charts etc. This is probably the way forward. Whenever I have sought changes and/or information and whenever Andrew has recommended changes these have been attended to promptly. So all in all great service, value for money and performance outweighing the costs.

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

We reached retirement

How has Andrew Woolhouse helped you?

Clear advice, with options laid out

Have you seen the outcome you were hoping for?

we've been impressed with the outcomes

What could they have done better?

n/a

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

Our income streams, investments and tax liabilities were complicated so we wanted the security and guidance of professional advice to manage these and to help us define our future financial and investment strategy.

How has Andrew Woolhouse helped you?

Andrew helped us define our attitude to risk and clearly explained the various investment tools appropriate to our financial circumstances from which a clearly defined investment strategy was established, the performance of which is reviewed on a regular basis to ensure that this remains on track.

Have you seen the outcome you were hoping for?

yes our investment strategy has delivered the performance we were seeking.

What could they have done better?

Andrew provides excellent advice and guidance that is tailored to our specific set of circumstances and which is delivered in a very personable way that would be hard to improve on.

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

Need to invest money wisely for the future and inheritance planning

How has Andrew Woolhouse helped you?

Advised us regarding most sensible long term investments with good returns as well as planning our future finances and tax/ inheritance implications

Have you seen the outcome you were hoping for?

Good return so far on investments and very balanced advice

What could they have done better?

All great

Please provide a brief comment about your experience with Andrew

Very pleased with Andrew and the work he carried out on my behalf. Extremely professional, diligent and thorough with very good advice at the end of the process. Highly recommended.

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

How has Andrew Woolhouse helped you since your last review?

Good down to earth and clear advice. Had good returns under his guidance.

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

I started seeking advice when taking control of my elderly fathers finances and then wanted ongoing advice to optimise my resources and plan ahead for retirement.

How has Andrew Woolhouse helped you?

Andrew helped to review my overall financial circumstances, making a range of suggested improvements. This started with a focus on inheritance planning and moving onto a range of other aspects over the years since, including a managed investment fund.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Struggling to think of anything here. Andrew has always been available and responsive whenever I’ve needed to talk things through.

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

Regular advice

How has Andrew Woolhouse helped you?

Gave advice

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?

Andrew took over from our existing Advisor who is looking to retire

How has Andrew Woolhouse helped you?

He manages my pension pot and advises re changes to funds etc

Have you seen the outcome you were hoping for?

Moving in the right direction

What could they have done better?

Na

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

As a freelance professional, I have enough on my plate without having to develop an astute eye for and knowledge of matters relating to financial planning, that's where Andrew's expertise came in

How has Andrew Woolhouse helped you?

Simply, he brought his expertise to understand my circumstances and financial objectives in harmony with his knowledge of the market to provide me with an effective repertoire of financial products and investments to optimise and safeguard my funds.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to mention

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

I contacted Andrew in my late 50s for advice on the best way to structure my finances to allow me to retire at age 60 on a modest pension until guaranteed income from state & overseas pensions would commence at age 66.

How has Andrew Woolhouse helped you?

He recommended a drawdown pension arrangement invested in a smoothing of investment returns type of pension fund based on the client's Attitude to Risk/Capacity for Loss.

Have you seen the outcome you were hoping for?

Absolutely. The funds performed very well, with the fund total at age 66 only £2k less than when invested - despite 6 years' of income and the effects of COVID 19 on the financial markets!

What could they have done better?

I'm happy with Andrew's advice. He is very personable and doesn't mind explaining things in more detail, ensuring I completely understand everything. We meet annually for a financial review, and he is always available if any queries arise in the meantime.

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

I wanted expert advice for organising my investments in the best way for future generations

How has Andrew Woolhouse helped you?

Andrew gave me great insight and help of how to invest to avoid inheritance tax

Have you seen the outcome you were hoping for?

We are still in the process of changing some strategies

What could they have done better?

I honestly can’t think of anything

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

Driven by a requirement for pension advice

How has Andrew Woolhouse helped you?

Andrew provided impartial investment advice and helped me to navigate the complexity of transferring pensions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to add

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

pension consolidation then optimising isa allowances

How has Andrew Woolhouse helped you?

Assessment of current pension provision, clear plan to address shortfall. Supportive with advice on consolidation which I did myself. Re Isa and investments - review of current savings - and how to best optimise to deliver longer term objective of savinf for childs future.

Have you seen the outcome you were hoping for?

to date - absolutely!

What could they have done better?

na

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

We were buying a new property, considering moving to part time work and planning for our retirement.

How has Andrew Woolhouse helped you?

Sourced a competitive mortgage, advised on pensions and savings and forecast income options for our retirement.

Have you seen the outcome you were hoping for?

Yes. The mortgage was good. Our savings have grown. One of us is now part time. One of us is now paying into a private pension. Our retirement planning is on track to enable us to retire early.

What could they have done better?

Can't think of anything.

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

I was in need of some financial advice mainly relating to pensions planning, critical illness cover and income protection. While I had done some research myself I wanted some proper professional guidance and having reviewed lots of financial advisers, Andrew's profile and online reviews stood out for me which is why I decided to reach out to him.

How has Andrew Woolhouse helped you?

Andrew did a thorough analysis of my financial circumstances following which he provided me with a detailed report outlining his advice and recommendations and we then had a follow up call to discuss in more detail, and I found Andrew very patient and helpful as I had a lot of questions but he happily answered them all for me to what I believe to be a high standard.

Have you seen the outcome you were hoping for?

Yes, all my initial questions were answered and I reached an outcome that I am happy with.

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

Creation of a will.

How has Andrew Woolhouse helped you?

Supported with best options for pensions, including ongoing charges. Support with ISA optimisation.

Have you seen the outcome you were hoping for?

yes - although transferring pensions on your own is a challenge!

What could they have done better?

n/a

Please provide a brief comment about your experience with Andrew

Did not even bothered to contact me

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

I had previously worked as a Financial Adviser, able to follow my own advice and deal directly with my pension provider. On ceasing to be a financial adviser, the product provider would no longer take my instructions and would only take instructions from a financial adviser. I had met Andrew when he worked for a major bank and I was contracted to a business owned by that bank.

How has Andrew Woolhouse helped you?

After a full discussion with Andrew during which he took time to understand my needs, plans and attitude to risk/loss he started to move my pension fund to other pension providers and we continue to do that from time to time. Future performance can never be known, past performance is never a guarantee for the future but charges and management style are known. Lower charges and a diversified portfolio have served me well over the four years that Andrew has been advising me.

Have you seen the outcome you were hoping for?

I have been in Pension Drawdown throughout the time Andrew has been advising me. Pre Covid, the growth rate has exceeded withdrawals. So, yes, I have seen the outcome I was hoping for.

What could they have done better?

I'm not sure there is anything Andrew could have done better. Pre Covid we had regular face-to-face meetings and all recommendations were documented together with his reasons for making any changes. During Covid we have had a virtual meeting which I think is probably the way advice will be given in future. During this meeting Andrew was able to show graphics that helped me to follow his recommendation. After the meeting he provided a detailed recommendation letter. I'm happy to recommend Andrew to my friends.

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

wanted to transfer and join up all my pensions

How has Andrew Woolhouse helped you?

he organised all paperwork and helped me select the right funds for my risk profile

Have you seen the outcome you were hoping for?

yes all money moved across

What could they have done better?

nothing he dealt with everything in a timely manner

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

House purchase and subsequent remortgage.

How has Andrew Woolhouse helped you?

He set up a mortgage for us as well as life insurance and salary protection. He subsequently secured us a very favourable remortgage when the first one's preferential rates expired. He and his team carried out these services efficiently, professionally and personably. They helped us to negotiate several hurdles in the process and are very good at providing timely nudges to all relevant parties as and when needed.

Have you seen the outcome you were hoping for?

Yes, very much so.

What could they have done better?

There was nothing else that we can think of that we would have found helpful.

Please provide a brief comment about your experience with Andrew

Andrew was extremely helpful and friendly in our initial 30 mins conversation where he was also open about the service he provides and his charges. He also responded to my follow up questions with prompt and clear emails. I ultimately chose not to move forward with Andrew only because I had another option based on a personal recommendation, were it not for that then I would definitely have progressed to learn more.

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

I wanted better returns than a simple savings account would give.

How has Andrew Woolhouse helped you?

I had been with an excellent financial advisor for many years but he retired and recommended Andrew. I found Andrew continued to give the same excellent advice and support I was used to.

Have you seen the outcome you were hoping for?

My investments have grown steadily over the years even through the turbulent times.

What could they have done better?

Nothing comes to mind

Please provide a brief comment about your experience with Andrew

Excellent financial advice, even though in the free session. Very thoughtful, and helped me think about options more clearly..

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

The need to consolidate debts so they became more manageable and reducing outlay.

How has Andrew Woolhouse helped you?

Andrew was quick and flexible with his initial appointment and advised on the best course of action. He then worked hard at finding a suitable match with a financial institution as well supported us during the process. He has been absolutely transparent about the charges and income he would receive from the advice the only reason we did not rate him excellent is because we could not compare his charges with other financial advisers.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

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

I am planning retirement and as a teacher I wanted sound advice.

How has Andrew Woolhouse helped you?

He is very clear, explains well and delivers honestly. He even called Teachers’ Pensions and asked questions with my convent! Really went the extra mile.

Have you seen the outcome you were hoping for?

Spot in advice.

What could they have done better?

I don’t think that he could have.

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

MY late husband looked after our financial affairs and when I was widowed I was recommended 'i Wealth', Mr Andrew WOOLHOUSE in Leeds.

How has Andrew Woolhouse helped you?

He quickly took on board my changed circumstances and understood my needs and those of my two daughters ( aged 25 and 27) and was able to give welcome advice in what has been a very difficult time for our family.

Have you seen the outcome you were hoping for?

YES. I have been able to resolve some complicated issues relating to the closure of my late husband's estate. I have received inheritance tax planning advice etc and recently my youngest daughter received excellent service from Mr Andrew WOOLHOUSE re a mortgage application and assoc. matters following her first house purchase.

What could they have done better?

I have NO complaints. In fact I can only praise the personal service and also want to mention Teresa BRIGGS who is the office manager/personal secretary who is exceptionally well organised and efficient.

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

Retirement planning.

How has Andrew Woolhouse helped you?

Helped with late term investments and pension planning.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Bit more timely with end of year advice.