“Andrew at Ontrak has been providing us with financial advice for over 5 years. We were a bit unsure at first having never taken any sort of financial advice before but from our first meeting, we felt comfortable and in good, safe hands. We have found his advice hugely beneficial particularly with regards to long term future financial planning and we would highly recommend his services. He is knowledgeable and professional and we consider his advice both informative and value for money.”
Bill & Nicky Poulton
“We approached Andrew over 3 years ago as we needed advice on our personal pensions. Three years on, he now advises us on all aspects of our financial affairs. He has helped us no end to plan for our future and retirement. He has also helped our children and we all have great piece of mind knowing we are in very safe hands.”
Larry and Eileen O Connor
“Working with Andrew has bought a real sense of organisation and planning to our financial future. Rather than simply suggesting products for us to buy Andrew has made us think about how we see our future, and suggested the best options to help us achieve our goals. Whether that's simplifying our arrangements, de-risking or the most appropriate ways to invest, his approach has always been to make recommendations based on what is best for us. Over the years that we have worked with him our confidence that we are making the most appropriate decisions has grown; and the regular review process enables us to tweak arrangements to ensure they remain the best choice for our current circumstances. We would highly recommend his financial planning services.”
Dave & Amanda Perry
“On the recommendation of an accountant in my family I contacted Andrew for advice on some shares. Recently widowed, happily I have gained a guide through my financial future and cannot recommend Andrew too highly for his reassurance and support.”
Mrs P Finch
‘For various reasons we previously had two financial advisers, both of whom were located some distance away, and so we started using Ontrak a few years ago to keep all our affairs under one roof. We have been extremely impressed not only with the advice we have received but also with the clarity with which it has been passed to us which has made it easier to make what we believe to be the correct decisions. We feel now as if somebody is keeping our interests in mind and monitoring our investments which brings a great sense of comfort.”
Mr & Mrs Brooker
“I have been a client of Andrew’s for more than 10 years and have confidence in his ability to review and advise accordingly. Very satisfied indeed.”
Mrs P Dallison
“Andrew Peirson has listened to me and knows what I expect from life. Together we make sure I can achieve what I want without the fear of running out of money. I have found the whole process very refreshing. Andrew has given me a different perspective and I’m now in control of my money and know where everything is as and when I should need it. This gives me tremendous peace of mind.”
Jo Taylor
“In Andrew Peirson, we found someone who took the time to listen to what we wanted to do. I’m comforted I now have a financial plan in place and know what I need to do to achieve it. I have also appreciated the gentle reminder that life isn’t a dress rehearsal and we have been encouraged to do things that otherwise we may not have done and enjoyed.”
Andrew McKernan, Director & Family Business Owner