Reviewed for

Insurance and Protection ( 2 )

Mortgages ( 7 )

Pensions ( 8 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 11 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 2 )

£100k - £200k ( 5 )

Up to £50k ( 2 )

£50k - 100k ( 2 )

Client reviews

First impression from a user who is not yet a client

July, 2015

Overall

Please provide a brief comment about your experience with Eden

I made enquires about drawing money out of a pension.Eden gave me some advice and said that I didn't need a financial advisor but if i needed help he would be happy to help me. How refreshing is that in this day and age? I would not hesitate in going to Eden for anything of a financial matter

First impression from a user who is not yet a client

June, 2015

Overall

Please provide a brief comment about your experience with Eden

I was sent an e-mail with information I had found on the internet after a little research. I was under the impression I would get at least half an hour to an hour free. Also the info I received as far as I am aware it was not from Eden. Although I appreciate the info sent it was info I already knew. Regards Joanne

First impression from a user who is not yet a client

June, 2015

Overall

Please provide a brief comment about your experience with Eden

Sorry I previously put the name Helen but I meant Debbie.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Eden

Answered my question very well thank you

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Eden

He never contacted me

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Eden

Eden hasn;t made any contact with us.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Eden Whittaker helped you?

A professional, easy to deal with company, who are always available to help and deal with questions and queries in a very prompt and efficient way. They always make me feel at ease when dealing with them and I would recommend them to private or corporate people and of course, friends and family.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Eden Whittaker helped you?

Ability to communicate at all levels, willingness to explain as many times as needed until you fully understand the options. Genuine interest in your financial situation.

What could they have done better?

Make a better cup of coffee !

First impression from a user who is not yet a client

September, 2014

Overall

Please provide a brief comment about your experience with Eden

First impression from a user who is not yet a client

September, 2014

Overall

Please provide a brief comment about your experience with Eden

Very approachable and understanding with a good listening ear.

First impression from a user who is not yet a client

June, 2014

Overall

Please provide a brief comment about your experience with Eden

Contact was fast and detailed - however we decided to use another advisor who provided the same standard of advice also in the local area at a guarenteed cheaper rate (i.e. not dependant on how much the lender pays out etc).

First impression from a user who is not yet a client

May, 2014

Overall

Please provide a brief comment about your experience with Eden

I am yet to hear from this person please re submit my request

First impression from a user who is not yet a client

May, 2014

Overall

Please provide a brief comment about your experience with Eden

To date I have had no contact from Eded Whittaker

First impression from a user who is not yet a client

May, 2014

Overall

Please provide a brief comment about your experience with Eden

Great service, explained all options and the costs involved clearly. Only personal circumstances prevented me from using them.

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Eden Whittaker helped you?

Communication was absolutely perfect, the advice given was accurate and informative. The whole process of getting a mortgage was made so much easier by the mortgage advisor who was there every step of the way to explain everything. Home visits are also available which is very helpful.

First impression from a user who is not yet a client

April, 2014

Overall

Please provide a brief comment about your experience with Eden

Very informative

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Eden Whittaker helped you?

I have known Eden Whittaker for approximately 25 years and he has provided me with the best financial advice possible. Eden takes time to explain the complicated pro's and con's of pensions and mortgages etc and can be trusted to give the best guidance in laymans terms. He is extremely patient in trying to explain the benefits and downfalls of pensions and mortgages. I trust Eden completely in looking after my finances.

What could they have done better?

Nothing I can think of!

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Eden Whittaker helped you?

Eden Whittaker is knowledgeable, attentive, engaging, open, honest, and transparent. Attention to detail is a strong point with his firm and the back-up office administration is excellent. Whittaker Financial Solutions is based on sound ethical principles and in these days of ever increasing financial mismanagement by the banks and other major financial institutions that’s a real blessing. It comes of something of a relief to be dealing with a firm that treats you with respect, is not patronising and wants to fully engage with you rather than come out with ‘patsy’ advice. Does that sound too good to be true, maybe. But trust me Whittaker Financial Solutions is good, very good.

What could they have done better?

Difficult to fault.

First impression from a user who is not yet a client

February, 2014

Overall

Please provide a brief comment about your experience with Eden

NO contact ever received

Eden's reply

I DID respond to the email address given within 48 hours (proof available) - I explained in that email that I had been busy and travelling. I did not get a reply to that email but, given his posting, maybe I got junked or blocked. I have recontacted him having recognised the adverse posting, so we'll see.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Eden Whittaker helped you?

Eden is an extremely good listener. I am not at all financially savvy but he will try and explain things to me in a way I can understand. I never feel that I am on the clock when I am with him, despite having huge demands on his own time he gives me all the time I need.

What could they have done better?

I know Eden is always at the end of a telephone if I need him, but sometimes out of the blue contact is good for the client. Just helps to keep the advisor client relationship and is reassuring that we aren't forgotten.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Eden Whittaker helped you?

Eden and colleagues have provided my wife and I with financial advice for over ten years. Their advice has always been very well considered, well informed and given in a very objective manner. The team have always managed to work around times convenient for us - often meaning home visits in the evening. I would recommend their services to anyone and already pointed friends in their direction.

What could they have done better?

N/A

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Eden Whittaker helped you?

Everything, the word that comes to mind is 'ethical' he has looked after both my husband and myself, he has advised and helped my children with mortgages etc. He or a member of his staff is always available, and we always understand what he tells us. He lets us make the decisions but knows us well enough to know what we need and what would be the best for us.

What could they have done better?

Nothing that I can suggest

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Eden Whittaker helped you?

Listens to your requirements, assesses your individual circumstances, to be able to give good advice for now and in the future.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Eden Whittaker helped you?

Eden was very patient with my lack of knowledge concerning money matters ,he was very helpful and understanding. I felt at ease with him and had confidence in the advise he gave me.

What could they have done better?

Nothing

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Eden Whittaker helped you?

Eden is an excellent communicator maintaining contact and updating on the status of things every step of the way. He is very professional with knowledge in many areas and personable man. We were introduced to Eden through our accountant of 30 years which gave us ultimate faith in the expertise and credibility of Edens services. Eden explains things in understandable language, takes you through the benefits and any possible disadvantages, helps in the visualisation of what the investment/acquisition is going to look like and the value of its possible return - and says it how it is! Because the support we received and the excellent investments we have made based on Edens planning and sound advice, we can look forward to a comfortable retirement.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in London

How has Eden Whittaker helped you?

Eden provided reliable, impartial, personal and easy-to-understand advice throughout the whole process.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in London

How has Eden Whittaker helped you?

Eden and his team provide exceptional service. They far surpass any other financial advisers in their care, attention to detail and above all, integrity. I have recommended Eden's services to several people, all of whom have been taken aback by the genuine approach of Eden's team. They have in turn also recommended him above all other advisors. I have returned to Eden time and again for advice and he never fails to exceed expectations. He asks the right questions to get an overall sense of his clients' needs and levels of risk. I cannot rate Eden and his team highly enough.

First impression from a user who is not yet a client

January, 2014

Overall

Please provide a brief comment about your experience with Eden

Very pleasant and knowledgeable, no charge for initial consultation. Paperwork left indicating likely charges for any future services. Informed these would be clarified prior to proceeding.