Expert Financial Guidance for a More Secure Tomorrow
Welcome to Andy Wilson Financial Services, a specialist financial adviser company based in Lincoln, Lincolnshire. We are a well-respected and experienced team providing expert advice and solutions in the fields of Equity Release, Mortgages, and Protection. Our company is owned and managed by Andy Wilson, a financial adviser with over 39 years of experience in providing sound financial planning to clients in Lincolnshire and beyond.
The Team
Our team consists of Andy Wilson, the company founder and managing director, who has spent decades building a reputation for delivering exceptional financial planning and advice. In 2019, we welcomed Robert Drury to our team, a seasoned mortgage adviser with a long history of providing expert advice and guidance on mortgages. More recently, Steve Taylor joined us in 2021, bringing his extensive experience as a mortgage adviser and manager. Tina Wilson, Andy's wife and co-director, handles the day-to-day administration of the business, including financial accounting and client liaison.
Our Services
At Andy Wilson Financial Services, we offer a comprehensive range of services to help individuals and families achieve their financial goals. Our key areas of expertise include:
- Equity Release: We work with homeowners aged 55+ to help them release some of the money tied up in their property, providing a fast-growing market with various schemes and options to consider.
- Mortgages: Our experienced mortgage advisers provide expert guidance on buying, remortgaging, and protecting your home. We cater to first-time buyers, buy-to-let investors, and homeowners looking to remortgage.
- Protection: We understand the importance of financial protection against life's uncertainties. Our experts will help you navigate the complexities of life insurance, income replacement plans, and long-term disability income protection.
How We Work
At Andy Wilson Financial Services, we put our clients at the heart of everything we do. We understand the importance of communication and transparency in our approach to financial planning. We offer initial meetings at our expense, and we are committed to providing clear guidance and advice tailored to your unique needs.
Meetings and Contact
We welcome the opportunity to meet with you to discuss your financial requirements. We have offices in Skellingthorpe and Lincoln High Street, and we can also arrange virtual meetings using video calling platforms. Please feel free to contact us using the contact form or schedule a meeting using the 'Book A Meeting' button.
Data Protection
We take the protection of your personal data very seriously. Please refer to our Privacy Policy for more information on how we use your personal information.
About Robert Drury
Robert Drury has received exceptional praise from multiple clients, with all five reviewers awarding him 5-star ratings. His expertise in mortgage advice has helped individuals feel confident and prepared for their future financial endeavors.
Personalized Approach
Clients have praised Robert's ability to listen attentively to their unique situations and requirements, providing tailored guidance and reassurance throughout the process. His approachability, professionalism, and knowledge have set him apart from other financial advisors.
Timely Communication
Several reviewers have commended Robert for his prompt communication, keeping them updated on the status of their mortgage applications and being readily available to answer questions via phone or email.
Building Trust
Robert's trustworthy nature has been highlighted by multiple reviewers, who have emphasized his reliability and commitment to his clients' best interests. His professionalism and expertise have earned him a high level of trust with his clients.
Recommendations
All five reviewers have highly recommended Robert Drury to others seeking mortgage advice, emphasizing his exceptional service, knowledge, and approachability.
Conclusion
Robert Drury has established a reputation for providing exceptional mortgage advice, building trust with his clients, and delivering outstanding service. His expertise, professionalism, and personalized approach have earned him an impressive 5-star rating across all reviews.
