Andrew's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 32 )
Retirement income (annuities, drawdown) ( 29 )
Investments and Savings ( 40 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 20 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 30 )
Financial Mentoring ( 4 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 11 )
£100k - £200k ( 2 )
Up to £50k ( 4 )
£50k - 100k ( 2 )
Review
by a verified client in Surrey
21 days ago
Overall
Advice
Service
Value
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
Review
by a verified client in Berkshire
a month ago
Overall
Advice
Service
Value
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
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?
needed advice
How has Andrew Urquhart helped you?
yes
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in Isle of Wight
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My late husband set it all up
How has Andrew Urquhart helped you?
Just continuing
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
?
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband was self-employed and used an advisor for many years to help financial planning for savings and pensions
How has Andrew Urquhart helped you?
Andrew keeps things simple and explains in easy to understand language
Have you seen the outcome you were hoping for?
I always hope for more, however the outcome is reflective of where I see the market has been over the last few years