Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 1 )

Pensions ( 7 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 5 )

Investments and Savings ( 9 )

Pension Transfers - Non Specialist ( 1 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 4 )

£100k - £200k ( 1 )

Up to £50k ( 2 )

£50k - 100k ( 2 )

Client reviews

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Leicestershire

What were the circumstances that caused you to initially look for an adviser?

my previous ifa gave poor advice.

How has Jeremy Edwards helped you?

he looked at what was wrong, where i was losing money and recommended a much better product.

Have you seen the outcome you were hoping for?

outcome was above expectation.

What could they have done better?

nothing that i am aware of.

Jeremy's reply

Thank you David, it was a pleasure to meet you.

First impression from a user who is not yet a client

July, 2019

Overall

Please provide a brief comment about your experience with Jeremy

Although Jeremy could not help entirely with my specific requirement, he went above expectations to find me the advise I needed and which avenues to explore to help me further.

First impression from a user who is not yet a client

July, 2019

Overall

Please provide a brief comment about your experience with Jeremy

efficient and very clear

First impression from a user who is not yet a client

June, 2019

Overall

Please provide a brief comment about your experience with Jeremy

Happy to come to meet me and talked through all the questions I could think of. Really clear and patient.

First impression from a user who is not yet a client

February, 2019

Overall

Please provide a brief comment about your experience with Jeremy

Pleasant to deal with and seemed to know what he was talking about too.

First impression from a user who is not yet a client

July, 2018

Overall

Please provide a brief comment about your experience with Jeremy

We are currently waiting for his calculated proposal.

First impression from a user who is not yet a client

February, 2017

Overall

Please provide a brief comment about your experience with Jeremy

Not cost effective

First impression from a user who is not yet a client

September, 2016

Overall

Please provide a brief comment about your experience with Jeremy

Excellent service provided by Jeremy to date

First impression from a user who is not yet a client

August, 2016

Overall

Please provide a brief comment about your experience with Jeremy

Meeting arranged soon after the initial email enquiry . Representative arrived on time and the information was clear, concise and understandable. At the present time unsure of which way I will progress this.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Leicestershire

What were the circumstances that caused you to initially look for an adviser?

Needed help with investments and then with pension draw-down.

How has Jeremy Edwards helped you?

Provided advice for investments and then pension draw-down.

Have you seen the outcome you were hoping for?

So far, so good.

What could they have done better?

Nothing comes to mind.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Leicestershire

What were the circumstances that caused you to initially look for an adviser?

Anxiety about retirement income.

How has Jeremy Edwards helped you?

He reviewed my existing investments and savings and suggested a way of consolidating and so increasing my income.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

We had some spare cash that we wanted to invest in the short term.

How has Jeremy Edwards helped you?

Jeremy understood our feelings about risk and advised us accordingly he also understood our need to get access to our funds should they be needed.

Have you seen the outcome you were hoping for?

Our investment has certainly grown in the short time that we have had it, much better than banks can achieve.

What could they have done better?

Some crystal ball gazing and advice with regards to what might happen to our investments with the forthcoming in or out referendum on Europe would be helpful.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Leicestershire

What were the circumstances that caused you to initially look for an adviser?

I had a lump sum to invest.

How has Jeremy Edwards helped you?

He advised me how to invest the money.

Have you seen the outcome you were hoping for?

Yes I have a regular income from the investment.

What could they have done better?

N/A

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Leicestershire

What were the circumstances that caused you to initially look for an adviser?

I wanted to be sure that I was investing my money most effectively in planning for a year off travelling; and then for retirement afterwards.

How has Jeremy Edwards helped you?

Jeremy analysed all of our income, expenditure, commitments and assets; helped us to understand our risk appetite, and then ensure that our savings, investments and pension funds were appropriately housed.

Have you seen the outcome you were hoping for?

Yes. I have no hesitation in recommending Jeremy as thorough, transparent and honest.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Leicestershire

What were the circumstances that caused you to initially look for an adviser?

Help in investing inherited money .

How has Jeremy Edwards helped you?

Informed me of tax efficient products I was not aware of. These have provided me with both an income and gain to original amount invested .

Have you seen the outcome you were hoping for?

Yes . Products still doing well .

What could they have done better?

Contacted me in March to see if adjustments needed making before end of tax year and to see if products still meeting future needs . I should receive twice yearly reviews . However he is generally available when I contact him or his office.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Full pension review brought about by approaching retirement age and a change in my current employment situation.

How has Jeremy Edwards helped you?

Jeremy has begun the pension review process and is helping me plan and manage my general finances. He is easy to approach and explains things clearly. He has been generous with his time and available to help with a number of queries that have arisen as part of the process. I feel confident that the results will be beneficial.

Have you seen the outcome you were hoping for?

The process has only just begun, but already I feel more comfortable because a number of pressing issues are at last being properly addressed. I have been led to believe I can expect reasonable returns on any investments, but at this early stage I have not yet been given advice what to do with my investments. I have been told that penalties and guarantees attached to existing investments could well have a bearing on the eventual outcome.

What could they have done better?

I have no constructive suggestions at this stage. I had an unpleasant and disconcerting experience when I tried to arrange a similar pension review with a different IFA a few years ago, but Jeremy has already helped allay most of the fears that arose because of that.

First impression from a user who is not yet a client

March, 2016

Overall

Please provide a brief comment about your experience with Jeremy

Before our first meeting, I thought that I was quite knowledgeable about pension and investment options Jeremy confirmed what I already knew, and then went on to cover other opportunities that I had not considered I an extremely happy with his thorough approach and have already started the process to use his services in my pension and investment planning

First impression from a user who is not yet a client

March, 2014

Overall

Please provide a brief comment about your experience with Jeremy

Jeremy returned my enquiry very promptly. As I reviewed 3 Advisors I eventually have gone elsewhere but the information provided was OK.

First impression from a user who is not yet a client

December, 2013

Overall

Please provide a brief comment about your experience with Jeremy

First impression from a user who is not yet a client

December, 2013

Overall

Please provide a brief comment about your experience with Jeremy

Jeremy struck us as extremely professional and objective in the advice that he gave us, both during our meeting and in terms of his suggestions for subsequent services. We would recommend him on the basis of our dealings with him so far

Review from verified client

July, 2012

Overall

Advice

Service

Value

Based in Lincolnshire

How has Jeremy Edwards helped you?

Mr. Edwards was alerted to my initial researches of annuity providers by one of those I contacted, via the internet and he contacted me, on their behalf. I was not pleased that I had been, 'handed on' in that way, at the outset but Jeremy was immediately helpful, gentle in his approach and applied no pressure whatsoever. Accordingly, I accepted his advice and assistance in selecting and appointing a provider of enhanced annuities. I am in no doubt that I am availed of the best, possible product for the circumstances in which I find myself and have to say that his fee was very modest, against those of the advisors I had used hitherto. I shall certainly, consult him again, when next, I require financial assistance.

Review from verified client

July, 2012

Overall

Advice

Service

Value

Based in Leicestershire

How has Jeremy Edwards helped you?

Jeremy was efficient,polite and capable. Something I was not expecting from anyone from any Financial Services!! He was able to give me a wide range of options when buying an annuity after I retired from teaching. He never pressured me to take any particular option - just gave me the advice. He went the extra mile to make the service easy to understand and get it sorted out for me. Jeremy also helped by going through my husband's pensions and our mortgage to make sure we had the best options. My husband's pensions had to be traced and Jeremy had a very difficult time extracting our money from them so we could pool them and take a better annuity option. I have already recommended Jeremy to our friends and colleagues and would always use his services again when required.

Review from verified client

July, 2012

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Jeremy Edwards helped you?

When I contacted Mr Edwards he made every effort to make contact arrangements with me to suit me, when he visited our house his attitude was that he was their for us, to listen to us and give sound advice on our needs, he never pushed us to do something we did not think was right for us. Mr Edwards went away got together the facts and figures and visited again at a time to suit us. It did not take us long to agree with his proposals because what he offered to do for us was far better than the offer I received from the company the held my pension pot. Mr Edward was a gentleman throughout our meetings and was very understanding of our needs and hopes for our future, without a doubt if I need financial advice in the future I will contact Mr Edwards again.

Review from verified client

July, 2012

Overall

Advice

Service

Value

Based in Leicestershire

How has Jeremy Edwards helped you?

Jeremy was informative and gave information in a clear and understandable way.