Andy has been my Financial Adviser for many years and I have always found him to be extremely professional . He takes a proactive approach that invokes confidence and trust, gives sound advice and tailors plans to meet his clients goals. He is accessible and works with you, guiding but never pushing. I could wish for none better.
Andy has always been an approachable Adviser over the years we have known him.
His professional advice has always been straightforward, easy to understand, and consequently our decisions on our investments made clear.
My wife and I retired in 2017 and required some financial planning advice. A word of mouth referral led us to Andy.
He takes genuine interest in our lives and has built a valued relationship with both of us. Andy has successfully guided us financially over the past years. The expertise and attention to detail with which he has handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of his dealings with us. His passion, knowledge and a genuine interest in achieving the best for us, is what makes him a truly professional financial adviser. I would highly recommend him to anyone, as I am absolutely delighted with his service.
He is always contactable, courteous and helpful. I also wanted someone who was knowledgeable, ethical and not interested in only making as much money for himself, thus would be around for the long term and always have our best interests at heart.
Andy has a really refreshing knowledge about products to suit our circumstances and preferences. What really impressed me was the way he takes the time to get a feeling for what we want. His has a professional, ethical and caring demeanour that elicits my trust and respect and I look forward to a continued relationship with him.
If anything happened to me now, I know my wife and family will be looked after.
He possesses a very professional manner, while at the same time putting us totally at ease. He makes us feel like we are the most important people he will see today. He is are always happy and engaging, but at the same time, we are never in doubt of his professional acumen. He always explains everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion.
I have highly recommended his services to a number of my friends and family, all giving positive feedback to his work.
Andy has always provided excellent service as a financial adviser. He provides clear information on the products on offer and outlines their benefits and drawbacks to my personal situation. He completes the paperwork.
Once the investments have been made, he ensures that I am updated at regular intervals and always gives me good advance notice where follow-up decisions are necessary. He ensures that we speak at least 2-3 times a year to ensure effective forward planning. I am happy to recommended his services.