Andrew Urquhart

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

To invest wisely and ensure a guaranteed return on retirement

How has Andrew Urquhart helped you?

Annual review and helpful in answering any questions.

Have you seen the outcome you were hoping for?

Not really as the markets have gone up and down and the costs of the service come out of any returns. But I haven't wanted to take additional risks or use other services that might be available.

What could they have done better?

Help provide written information on eg draw down and retirement options so I can understand options and make a decision about how to access pension funds.

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

Pensioner

How has Andrew Urquhart helped you?

Planning

Have you seen the outcome you were hoping for?

Partially

What could they have done better?

?

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

Getting closer to retirement

How has Andrew Urquhart helped you?

Helped to construct saving and investment strategy. Explained areas I had no knowledge of

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing springs to mind as all my questions were answered

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

Previous adviserretired

How has Andrew Urquhart helped you?

Wih financial planning and consolidating my investments

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?

needed advice

How has Andrew Urquhart helped you?

yes

Have you seen the outcome you were hoping for?

yes