These ratings are from October and November 2018

Advice / Service / Value 5 out of 5

What were the circumstances that caused you to look for a Financial adviser?

Many years ago I realised I needed help with my finances as I had pensions scattered around, not working very hard. My savings and investments also needed a makeover.

How did Andy help you?

Andy took time to work out a financial plan that was acceptable for both of us. He happily explained any type of investment that interested me. Andy also brought my scattered pensions together to be far more productive.

What is your current situation? Have you seen the outcome you were hoping for?

Andy has grown my pension for me at a rate that has made me exceptionally happy. My investments are now structured and very productive.

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Advice / Service / Value 4.7 out of 5

What were the circumstances that caused you to look for a financial adviser?

I was looking for advice on how/whether to move funds from a corporate pension to a personal scheme.

How did Andrew help you?

Andrew and one of his colleagues took me through the process outlining both benefits and risks in a very clear manner.

Have you seen the outcome you were hoping for?

Absolutely, I now have the level of control over my own funds as I hoped for and continue to receive excellent advice and support from Andy.

What could they have done better?

At this point everything has gone extremely well and I look forward to a long term relationship in managing my investments.

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Advice / Service / Value 5 out of 5

What were the circumstances that caused you to look for a financial adviser?

Assistance and guidance for my Mother after my Father passed away.

How did Andrew help you?

Gave my Mother a better understanding of her financial situation.

Have you seen the outcome you were hoping for?

We are very happy with Andy and the continuing support of his team.

What could they have done better?

Andy could not be anymore accommodating with appointments and advice he is always available whenever we require assistance.

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Advice / Service / Value 5 out of 5

What were the circumstances that caused you to look for a Financial adviser?

We had sold a business and were looking for professional advice in investing the proceeds in a tax efficient manner for the future.

How did Andrew help you?

Andy used his extensive knowledge and experience to create an investment portfolio, to suit our long term plans for retirement, always ensuring a tax efficient approach to both our pensions and investments.

What is your current situation? Have you seen the outcome you were hoping for?

We have now retired and we are enjoying the benefits of long term financial planning and professional advice. We continue to seek and receive ongoing advice as our financial needs change and develop.

What could they have done better?

We are very happy with the long term relationship with Andy and his team, and just wish we had met earlier to enhance the benefits of advice and experience.

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For full details of these ratings please visit https://www.vouchedfor.co.uk/financial-advisor-ifa/peterborough (just cut and paste this link into your browser)