Andrew's reviews
Reviewed for
Mortgages ( 1 )
Pensions ( 49 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 46 )
Investments and Savings ( 66 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 31 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 41 )
Financial Mentoring ( 5 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 12 )
£100k - £200k ( 6 )
( 1 )
£50k - 100k ( 7 )
Up to £50k ( 5 )
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Andrew has been my Financial Advisor for 10 years. He has always advised me well, he understands I am very 'risk adverse' when it comes to investments and is always patient and takes his time to explain tings to me.
How has Andrew Connolly helped you?
Advising me in investing a small amount of money
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing as far as I'm aware
Andrew:
Hi Marian Thank you for my review this is always appreciated. AndrewReview
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Review of various pensions for two of us across occupational and state.
How has Andrew Connolly helped you?
He clearly laid out options and ideas and we arrived at solutions that we're very happy with over ten years later.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing.
Andrew:
Hi Richard Thank you for my review its a great way to start the week. Regards AndrewReview
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following taking voluntary severance, wanted advise on what to do with the money I was paid
How has Andrew Connolly helped you?
Advising me on where to invest the money
Have you seen the outcome you were hoping for?
yes , as of late
Andrew:
Hi Garry Thank you for my review. I love my job and part of this is when working with people like you. If you know of anyone you can refer to me let me know and I will try and help them too. Regards AndrewReview
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed financial planning advice to prepare us for and take us through retirement.
How has Andrew Connolly helped you?
Massively. He has provided sound advice, both proactively and in response to our requests. He has regularly reviewed our situation and kept us abreast of developments affecting our pension.
Have you seen the outcome you were hoping for?
Yes.
Andrew:
Hi Angela Thank you for my review. I will see you soon. AndrewReview
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for investment advice.
How has Andrew Connolly helped you?
Advised on and managed investments; advised on pension drawdowns and general financial planning for retirement.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
N/A
Andrew:
Hi Matthew Thank you for my review this is much appreciated and motivational to read in the morning. Andrew