145 reviews | 17 verified advisers
Not that I am aware of
Inheritance Investment
Wise advice based on my specifications of long term need
this is on-going but broadly to date-yes
Not much.
Amount of Money inherited on my husband's death.
Yes, he briefs me annually, and is available by phone.
Pretty much.
nothing
need for sound financial planning
he has continued to provide me a sound financial plan for the future with good advice
yes
Nothing
Management of my finances
I have the very highest regard for Andrew. His courteous, expert and meticulous advice have enabled me to achieve a strong degree of financial security.
Yes
Nothing.
Wanted professional advice.
Has guided us through investing our money.
Yes.