115 reviews | 5 verified advisers
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
Review for Andrew Surtees
How has Andrew helped you since your last review?
Kept me reassured my finances are still in a good place..
Review for Andrew Surtees
How has Andrew helped you since your last review?
Andrew has continued helping me over the last 12 months with my pension planning and helped with advise on the advantage of investing a lump sump into my pension fund because of my current income tax position amongst other advise.
Review for Andrew Surtees
How has Andrew helped you since your last review?
changed investment platform reduced commission rate
