Andrew's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 37 )
Retirement income (annuities, drawdown) ( 32 )
Auto Enrolment ( 1 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 25 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 37 )
Financial Mentoring ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 11 )
£100k - £200k ( 2 )
Up to £50k ( 4 )
£50k - 100k ( 2 )
Review
by a verified client in Hampshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I money to invest some 40 years ago
How has Andrew Urquhart helped you?
He has taken over all responsibility for all my financial affairs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
i can’t think of anything
Review
by a verified client in West Sussex
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
investing money
How has Andrew Urquhart helped you?
yes
Have you seen the outcome you were hoping for?
yes
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?
Planning for my Family’s Financial future
How has Andrew Urquhart helped you?
He has helped me plan both savings funds to cover my interest only mortgage and pension planning for my retirement. I have also had the added complication of losing the family business during Covid which went into administration and have had to revise my financial plans for the future to meet changes in circumstances.
Have you seen the outcome you were hoping for?
Yes thank you
What could they have done better?
Nothing thank you
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?
Advice for savings, investments & pensions
How has Andrew Urquhart helped you?
Good advice and set up of accounts to suit our needs
Have you seen the outcome you were hoping for?
Pretty much but all relevant to how the economy here and around the world is doing
What could they have done better?
Nothing really
Review
by a verified client in Shropshire
2 months ago
Overall
Advice
Service
Value
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.