Reviewed for

Insurance and Protection ( 3 )

Mortgages ( 1 )

Pensions ( 5 )

Equity Release ( 1 )

Investments and Savings ( 9 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 1 )

£100k - £200k ( 1 )

£50k - 100k ( 1 )

Up to £50k ( 3 )

Client reviews

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Staffordshire

How has Richard Edge helped you?

Richard looks at every aspect needed and notifies you of what he feels is the best route or plan of action for you to take. I feel that he gives a tailored service to your needs and makes everything feel personal to you rather than a so called text book approach.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in Staffordshire

How has Richard Edge helped you?

I have found Richard to be an exceptionally professional and knowledgable advisor. He was flexible to meet us at a time to suit us and was very detailed in his analysis and research carried out for our financial needs. I have since recommended Richard to several other people who he has also helped to the same exceptional standards he dealt with us.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in West Midlands

How has Richard Edge helped you?

I found Mr Edge to be very informative on all aspects of financial matters regarding my requests. I was given the high's and possible low's of investments and following Mr Edge's advice I am very pleased so far with the returns.

What could they have done better?

Having financial advise from a established banks it was refreshing to receive unbiased advice over a larger spectrum of investments therefore I was totally satisfied with my requests.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in Staffordshire

How has Richard Edge helped you?

Richard, was exactly what i was looking for he was very approachable nothing was too much trouble for him, even though i changed a couple of things once or twice, he explained everything in detail (but made it simple to understand) he really is a credit to his proffesion and would not hesitate to use him again or recommend him to others.

What could they have done better?

Honestly, i was looking to make this as simple and smooth as possible and thats exactly what i got, Richard is proffessional reliable and friendly.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in West Midlands

How has Richard Edge helped you?

Excellent service provided was very clear with all information given to me, explaining the risk I was exposing myself to. Was very helpful in explaining about the investment and how it actually work. Very relaxed attitude with my best intrest at the top of his list not hard selling. Told us about other options and not just about what I had asked about. Discussed with me what my needs were and recommended options available both investments with and without him.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in West Midlands

How has Richard Edge helped you?

My advisor Richard Edge was very helpful with a relaxed attitude so I did not feel pressured to buy. He visited me at home to find out what my needs were and my financial position was. He then digested a couple of products that may suit me, and went away to carryout some research on the market keeping me informed every option and step made. He then returned to my hope and presented his products in a very simple manor that I could understand explaining everything from cover type to forms to cost. I was very happy with the service I was given.

What could they have done better?

I feel all areas were covered for my personal needs

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in Worcestershire

How has Richard Edge helped you?

he explains in detail so that we all understand what is happening with no hidden surprises.

What could they have done better?

i have dealt with a lot of companies in the past and i couldn't say anything that would make the service and better

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in Staffordshire

How has Richard Edge helped you?

Made a full and accurate assassment of the requirements Gave a range of options, recommendations and reasoning for the preferred option Very flexible on meeting arrangements

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in West Midlands

How has Richard Edge helped you?

The quality of the customer service that he provides is excellent. He takes time to understand your individual needs, requirements and concerns which is then used as the basis for the options that are proposed. These are then discussed and reviewed with you which then enables you as the client to make a fully informed decision as to which product /option you wish to go with.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in West Midlands

How has Richard Edge helped you?

Richard is very helpful and experience in this line of work, always contactable .