118 reviews | 5 verified advisers

Selection of recent reviews. Read all reviews

Review for Andrew Surtees

August 2025

How has Andrew helped you since your last review?

Great advice and has looked after my family's finances in the future

Review for Andrew Surtees

August 2025

How has Andrew helped you since your last review?

Arranging draw down

Review for Emma Snowden

August 2025

What could they have done better?

Nothing at this present time

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

End of fixed term mortgage and contacted for renewal options

How has Emma helped you?

Advised on current mortgage switch and to look at other lenders when the term is up for renewal

Have you seen the outcome you were hoping for?

I believe I will when the mortgage is renewed

Review for Andrew Surtees

July 2025

How has Andrew helped you since your last review?

Andrew has continued to successfully advised and guided me, and my savings plans, through this financial year, ensuring that I have retained and continue to grow a sustainable retirement fund for my future. He has also helped me consolidate and successfully re-invest my pension from a previous employment into my existing scheme.

Review for Andrew Surtees

July 2025

How has Andrew helped you since your last review?

He is always there if needed between reviews