Sustainable Financial Planning

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Reviews

1. Con R ★★★★★

   I engaged Andrew’s services for around 8 months in 2022 he helped me make tax efficient decisions and set me on a path to improve my overall financial position and plan for retirement, there was no problem when I decided to go it alone and would use Andrew’s services again when required when I am at another crossroads.

   almost 6 months ago
2. Mark Fosberg ★★★★★

   I've had Andrew as my financial advisor for quite a few years, he really understands what my requirements are and makes sure he tailors my products accordingly. He explains everything clearly and has brilliant knowledge of products and how they can be used. I would highly recommend Andrew, I wouldn't want to use any other financial advisor.

   almost 8 months ago
3. Erehwon ★★★★★

   Andrew is extremely professional and well-informed. I found him via reviews and have never regretted the choice for what has been a complicated setting up of a post-divorce annuity. He came twice to the house for meetings which was much appreciated. He is patient, emotionally-intelligent and never pushy; he thinks about what is best for the client. He sources excellent products, explains his thinking; he follows up, is pro-active. While being clear, concise and in control he is always warm and friendly. I appreciated the fact he was prompt to answer queries and also nudged us to complete paperwork, etc. Totally to be recommended.

   1 year ago

1. Elizabeth ★★★★★

   Andrew Winstanley has made a significant positive difference to our financial position and planning. He is clear, proactive and prompt in his approach. He listens carefully to our goals and has helped us achieve them. He has a strong commercial background which informs his work in a positive sense. He’s also a delightful person to deal with. I would highly recommend him.

   almost 2 years ago
2. Keith Cocker ★★★★★

   I highly value the advice my wife and I receive from Andrew Winstanley of Sustainable Financial Planning. Andrew is a consummate professional combining technical and business expertise with personal insight and understanding of our motivators and needs. He has a dual focus on the immediate and the long term and is proactive and creative. He is a delightful man and a pleasure to work with. He has built on what has been done already to provide us with a sound retirement plan. Highly recommended.

   almost 2 years ago
3. James Kay ★★★★★

   Very impressed; came highly recommended and now I know why. I'd been putting off some decisions around investments for a while. Met Andy twice. He was patient, well informed and obviously highly experienced. Honest about risk v's rewards of different options, especially given the current climate. Thanks again Andy, I'll be recommending you to friends and family and no doubt see you again soon.

   almost 3 years ago

1. Jenna ★★★★★

   I wanted a mortgage with the best possible rate, and to understand how much I would be able to borrow to buy a new property. Andrew at SFP has been there every step of the way through the mortgage process, providing me advice and support. He is always at the end of an email or phone call any time I need him. We have been able to secure a fantastic rate just as the rates were going up, and I can’t thank him enough for this. I would 100% recommended him to anyone I know needing a mortgage or anything else. Andrew’s services are far better than any mortgage advisor I have used before.

   almost 3 years ago
2. Andy Bradley ★★★★★

   We chose to use SFP through recommendation and were utterly impressed from start to finish. Andy’s industry knowledge and his inclination to not obfuscate the process meant we felt in control of our decisions throughout and his personal approach truly made us feel valued. The ease and speed in which he answered our queries was exemplary and we really felt like we could rely on him in what formed quite a complex transaction. We cannot recommend his services enough. Many Thanks.

   almost 3 years ago

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