Mandy's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 7 )
Pensions ( 20 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 6 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 10 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 4 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
( 1 )
£50k - 100k ( 3 )
Review
by a verified client in West Sussex
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As a retired person to ensure that I was gaining best results and information from both Pensions and Inheritance and taking advantage of any forthcoming changes
How has Mandy Veal helped you?
Mandy has been instrumental in ensuring that all the decisions made were right for my circumstances and that these were implemented fully
Have you seen the outcome you were hoping for?
Yes, in that plans for the future are now in place.
What could they have done better?
Nothing comes to mind. Mandy (and all the team at BPI) were available for support at all times
Mandy:
It was great to receive your review and thank you so much for taking the time to do this. Always a pleasure speaking with you and I look forward to assisting you in the future.Review
by a verified client in West Sussex
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Mandy Veal helped you?
Setting up Inheritance Tax services and managing pension draw down
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Everything was very well explained and processed so I have no improvements that I can think of.
Mandy:
Thank you for taking the time to leave a review. It is always a pleasure speaking with you and we look forward to further assisting you in the future.First impression
by a VouchedFor user
9 days ago
Overall
Please provide a brief comment about your experience with Mandy
Friendly, knowledgeable, responsive. Overall easy and pleasant to deal with. I would have no reservations about recommending Mandy for financial advice.
Mandy:
Thank you for taking the time to leave a review, it is much appreciated. It was great getting to know you.Review
by a verified client in Buckinghamshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had heard about the 25% tax free lump sum you can take from age 55. I had just turned 55 and in need of additional funds
How has Mandy Veal helped you?
Mandy very kindly went through the whole procedure with me explaining everything very clearly and simply. She ensured I understood everything before making any decisions about my pension.
Have you seen the outcome you were hoping for?
Yes I have and I am very pleased with the outcome.
What could they have done better?
Nothing. Everything was just right for my needs.
Mandy:
It was a pleasure to meet you and assist with your pension planning. Thank you so much for leaving a review, it is much appreciated.Review
by a verified client in Buckinghamshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had pensions with different companies and wanted to amalgamate them into a SIPP so that I had more control over them.
How has Mandy Veal helped you?
We discussed my pensions and plans for my retirement and what I could expect from my investments.
Have you seen the outcome you were hoping for?
Yes definitely. Early days yet, but I can see what is happening with my SIPP and I know that if I have any queries I can actually speak with a 'real person', on the telephone or face to face.
What could they have done better?
They have been very helpful and professional throughout and I don't think they could have done better.
Mandy:
As the local Independent financial advisors in Bourne End, we have been delighted to assist you with your pension planning. Thank you so much for taking the time to leave a review, this is very much appreciated.