In their own words.

Andrew was very informative on all of the products I enquired about, he was also able to guide me on what products were best suited for my needs to help me reach my goals. I would highly recommend Andrew and will be my go-to guy in the future for all of my financial needs.

Andrew is a very helpful polite person with lots of patience when explaining details. He has made this a simple and pleasant transaction. I would highly recommend Andrew.

Andrew gives clear, practical advice that's easy to understand and apply. Working with him has really boosted my confidence in managing my finances.

Andrew provided highly professional and supportive services. When I had questions he provided helpful advice that was clear and easy to understand.

Andrew has been super helpful and polite to deal with. I really recommend his services. He has also been patient with me.

Andrew is extremely knowledgeable in his field, and very helpful. I definitely recommend his services.

I am new to investing! Andrew was great walking through the current state of my finances, understanding my future goals, and offered an insight on how this could be achieved during the first session. I felt comfortable asking silly questions, Andrew patiently answered and also challenged some of my perceptions, and provided an interesting perspective. As I am an individual working in the financial services sector, Andrew understood the importance of following employer policies.

I’ve recently just signed in to start working with Andrew and I can say that he has been nothing but professional, prompt and approachable. He is fully contactable via WhatsApp at all hours and genuinely can’t do enough for you. If you’re thinking about looking into support with your finances, I can’t recommend Andrew enough.

I had my initial conversation with Andrew which turned into a much longer call than expected. I particularly appreciated how he listened to my initial thinking, tried to understand my life goals & needs rather than push any specific solution at me. We got along fabulously!

I discoverd Andrews profile on LinkedIn, the military background as a veteran gave me comfort be make contact. Andrew was personable, communicative and customer centric focused. He was polite and knowledgeable.

Brilliant advice and really thorough with goals for my business.

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

Looking for advice on investing to have income to help with early retirement.

How has Andrew Daw helped you?

Giving me advice on ways to bridge the gap between the age I want to retire and state retirement age. Explained cashflow modelling to me for understanding income growth and expenses.

Have you seen the outcome you were hoping for?

Yes I have more understanding of my current financial position and potential future financial position.

Very friendly initial meeting. Was clear about the services he could offer and knowledgeable about how the services worked and made this information easy to understand.

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

Having become self employed, enquired about a pension

How has Andrew Daw helped you?

Informed me & helped set up a pension

Have you seen the outcome you were hoping for?

yes, and more

What could they have done better?

n/a

Andrew is a very friendly and emphatic professional. He is clearly knowledgeable and provided a first class service by offering sound advice in a way I could understand and feels completely bespoke to my situation and needs. I would throughly recommend this to anyone wishing to explore their options for the future.

Andrew has been always on the phone and available on a moments notice when needed which has been a breath of fresh air.

Andrew is very personable and has a very good understanding of investments, financial markets and technology. He is very proactive in trying to understand client needs.