Yellow Brick Financial Planning Ltd

Photos

Reviews

1. sarah kuwertz ★★★★★

   I was referred to Andrew Edge by my Yellow Brick Mortgage Advisor after asking for some pension advice. Following an initial call, and completing a questionnaire about my investment type, we spoke several times over Teams at different stages of the process. Andrew explained the questionnaire results and we discussed my options. He was patient, concise and very knowledgable on all aspects of the financial products we discussed. His communication throughout the process was excellent, he generated personalised graphs to show me how my current pensions were performing vs other available products. I found the visuals a really useful addition to the sessions. I would not hesitate to reccommend Andrew to advise on any aspect of financial planning, and I am already looking forward to my ongoing annual reviews in which we will review and reassess my financial planning. Thank you Andrew!

   almost 3 months ago
2. Lauren Garre ★★★★★

   We had an initial meeting with Andrew following a recommendation from our mortgage broker. We found Andrew extremely knowledgeable and helpful and he was able to give us many good ideas on how best to invest our money and reduce our tax liabilities. Would definitely recommend.

   almost 3 months ago
3. DBayliss ★★★★★

   Contacted me the next working day following my enquiry. Very helpful, clear and to the point advise. Followed up the call by providing links to information discussed. Thank you for your help Andrew.

   almost 3 months ago

1. Sarah-Jane Nash ★★★★★

   Andrew was incredibly helpful, honest and most generous with his time. He also was kind enough to steer me in the most suitable direction despite the fact that he knew I would not (on this occasion) be putting any business his way as a result. I’m a true believer in what goes around comes around. Would thoroughly recommend based on the ethics and principles I experienced. Many thanks

   almost 6 months ago
2. Luke Drinkwater ★★★★★

   Andrew has been amazing helping my mum to protect her finances, after inheriting some money. He has been so patient with us as it has not been a simple task, but he has never given up! His advise has been fantastic and mum is already starting to gain. Thank you Andrew.

   almost 9 months ago

FAQs