Andy Dixon

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

Investment of money

How has Andy Dixon helped you?

Good solid advice

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?

Planning for a pension and life protection when we were starting a family

How has Andy Dixon helped you?

Provided advice on how best to invest our limited savings, and advice on pensions relative to tax saving

Have you seen the outcome you were hoping for?

Yes, I believe we have.

What could they have done better?

We have been very pleased with Andy's advice and very approachable demeanour. Our concern is a general one regarding the use of an IFA for the limited savings we have, and whether we would have been better limiting the adviser fees and simply investing in a tracker fund (such as S&P 500). There are a lot of media articles suggesting it is better to minimise 'managing' funds, however we are not experienced or particularly knowledgeable about investing.

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

Andy is thoughtful, honest, always available, and helps reassure us that we are on track in our retirement planning!

How has Andy Dixon helped you?

As above. We trust his opinions and advice

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?

I needed advise in investment and savins first then it developed in financial and pension planning.

How has Andy Dixon helped you?

Andy Dixon is pro-active, offering solutions that suits my needs and preferences and that would not come to my mind not being expert in this area.

Have you seen the outcome you were hoping for?

I am definitely confident and relaxed that my financial affairs are in good hands.

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

The trigger for my seeking advice was when I was asked if I wanted to keep the company Final Salary Pension or to transfer to a SIPP. At that point I was out of my depth ad needed help.

How has Andy Dixon helped you?

Andy is one of the 'Back of office' family team members. If I was not able to hold the reins, Andy would be able to step in and navigate back to port. He is proactive both strategically and tactically and he will work at our pace.

Have you seen the outcome you were hoping for?

Yes. I, we know that Andy is there, and his team. He is available and does respond to messages. He knows the structure of the family assets and financial objectives.

What could they have done better?

I can think of no cause to mark him down. It is a pleasure to have him on board.