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CLIENT TESTIMONIALS.
Recent feedback
What are you to do when you realise that, with the usual financial headaches, a bit of a head in the sand approach and experience that has left you wary of advisors, you are still in need of sound financial advice?
Well, after a personal recommendation from a fellow ostrich, we turned to Sense2Invest.
Much to our relief, in Andrew and Sam Morrell we found people who were genuinely willing to work hard on our behalf and listen carefully to our particular needs.
At a time of change in our lives, they have assisted us to make arrangements which have saved us hard cash and helped us to improve our sense of financial security.
It is a relief to have found a service which we can rely on and return to whenever we need help.
We found Andrew to be someone who approaches his work with integrity, something we value immensely, and that the process of follow up was marvelously facilitated by the ever efficient Sam.
It’s been a pleasure to recommend Sense2Invest to our nearest and dearest and we are very happy to add our testimonial here.
D & C Peach (NHS)
Andrew Morrell has been our financial advisor for almost 10 years. His advice and guidance has proved invaluable especially since we married and had children. As our needs have grown Andrew has provided us with trustworthy advice regarding life and critical illness cover, mortgages and investments. Over the last 7 years we have reduced our mortgage by 11 years and aim to have it repaid by our mid forties – something we would never have considered manageable before. Andrew has advised us on how we should invest for our future and the future of our children and ensured that our family is protected with the appropriate insurances should the worse happen. Having a financial advisor in our thirties has allowed us to plan for our financial future earlier which has made our goals more manageable and attainable. The importance of his advice to anyone with a growing family will prove invaluable and we would have no hesitation in recommending Andrew and Sense2Invest.
A & R Pengelly
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It gives me immense pleasure in writing this testimonial for Andrew Morrell from sense2invest.
About fifteen years ago we moved to West Yorkshire from London. Both my wife and I are professionals in very busy NHS hospital jobs working as consultants. We had very little knowledge about managing finances let alone safe investments. To our good fortune we met Andrew through a friend quite soon after our relocation.
In the very first meeting Andrew impressed us such that we felt extremely confident in leaving all matters of financial management including mortgages, safe and profitable investments, insurances and retirement planning etc with him. He has been very helpful, honest and trustworthy through out and his personal touch has never given us a moment of regret. Even in times of financial uncertainties e.g. recent credit crunch his outlook, judgement and advice has been very sound and reassuring. We feel highly secure in leaving all our financial matters for him to decide and he has never let us down. Our confidence in his ability is evident from the fact that we have never had a worry or sleepless night over any money matter; we know Andrew will take care of it. I strongly recommend Sense2invest for safe, gainful and reliable management of all financial needs.
T Shah - Consultant Urological Surgeon & Mrs T Tariq - Consultant Obstetrician and Gynaecologist
As a busy company where finding time to plan for the future was always a problem we were aware that we needed the help of an IFA to help plan the way forward.
Andrew (& Sam) has proved to be invaluable in terms of good sensible advice, putting us at ease with all of the legal jargon and going to great lengths to put all of the paperwork in place whilst accommodating our busy schedules. We would have no hesitation in recommending Andrew & S2I to any business or family contacts.
Think Design – Design Consultants and Architectural Planning
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Andrew was recommended to me and my late husband in 2002. Each year Andrew and S2I have provided valuable advice. At the time, we were a young couple, starting on the property market and were keen for somebody to direct us. Over the years, Andrew has advised us when the mortgage was due for renewal and put in place our life insurance policy. Unfortunately, my husband died very suddenly in November 2008 aged 30, leaving me and our two beautiful boys, aged 3 and 1. Thankfully, Andrew had advised us to have a mortgage protection policy and a life insurance policy. I will be eternally grateful for the guidance that we received. Our mortgage has been paid in full and the life insurance pays me a monthly income of over £2000.
It was a huge relief to know that the mortgage would be paid as I could not have afforded to pay the mortgage on my salary alone and would have been forced to move from our family home. I can now say in our home, continue to work part-time and send the boys to nursery, which they both enjoy. The life insurance policy was something that I had never paid any attention to. I remember thinking when Andrew was suggesting it that it was £35 per month and surely we could save that as we would not need a policy like it for many years. Unfortunately, nobody knows what is round the corner and I am so glad that we went with Andrew’s recommendation. I have this extra income each month which I will now receive for the next 21 years, and it is indexed-linked. This means I can save for the boy’s future and not have to worry about money. A huge relief, when also having to deal with bereavement.
Andrew and S2I have been continuous support since my husband passed away. I have never had a finance-head as I like to call it, and S2I have helped me to understand what was happening with the claims. I am now, rather unfortunately, in a healthy financial situation and Andrew is currently helping me to invest this money for the future, in the form of an additional pension, income protection plan and savings.
I have many friends who say that they would be in a very difficult financial situation if their partner passed away. My response it to recommend S2I.
Elaine Green
The financial advice and service provided by Andrew and Sam are extraordinary and very impressive. Andrew listened and took time to assess our situation, explained in great depth and got us the best possible deal on our mortgage and insurance. Sam is very supportive and takes care of all the problems until the process is completed. I am glad to say we are saving few pounds because of them in this difficult financial situation. I would highly recommend sense2invest for all financial services.
Dr G Yajaman
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Andrew has looked after my financial dealings for many years. He has saved me thousands of pounds by finding me the very best mortgage deals to suit my needs. As a single father I have had to make provisions for my son should anything happen to me, Andrew has put my mind at rest by sourcing me the most cost effective and comprehensive life insurance & critical illness cover policies to ensure he will be more than adequately provided for.
Mr J Starkey
I first heard about Andrew Morrell from a neighbour who has been using him for years. Having a young family it is vital to receive the right financial advice. There is so much out there on offer and having someone who givers such a personal service and really does seem to have your best interests at heart inspires confidence. I have used Andrew/SENSE2INVEST for a number of years now for Mortgage Advice, Life Insurance, Investments and Critical Illness. At all times I have found his honesty, knowledge and thoroughness top quality....so much so that I have recommended him to a number of friends!
Mr R Tong
Andrew has been my Financial Advisor for many years. During that time, Andrew and his company have given me the utmost professional service along with helpful and friendly advice. I could not recommend Sense2nvest highly enough in all areas of financial management. Sense2invest has both saved and made me relatively large sums of money.
J & A Bullock – School Teachers
When I retired from the teaching profession in July 2008, I was feeling very apprehensive about financial matters as the economic climate went into “meltdown”. Fortunately, Andrew and his team were able to advise me where to invest my assets and ultimately make a profit. I have always been impressed with Andrew’s professional and genuine support in finding the most suitable investment products to meet my requirements and the patience he displays in explaining the paperwork. I would certainly recommend Sense2Invest to anyone seeking INDEPENDENT, pressure-free financial advice.
A Bradford – Retired School Teacher
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