118 reviews | 5 verified advisers
Review for Andrew Surtees
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
How has Andrew helped you since your last review?
Arranging draw down
Review for Emma Snowden
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
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
How has Andrew helped you since your last review?
He is always there if needed between reviews
