Mike's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 14 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 4 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 9 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£200k - £500k ( 5 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
Review
by a verified client in London
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was initially unaware where I should be investing my savings to maximise my returns.
How has Mike Edworthy helped you?
Mike has provided quality sounds advise on where to invest my savings, which has enabled me to get a very high % return.
Have you seen the outcome you were hoping for?
The outcome I have had has exceeded my expectations
What could they have done better?
N/A
Review
by a verified client in Devon
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Seeking help around a lump sum of cash, and insurance.
How has Mike Edworthy helped you?
Put in place a life cover policy and set up an ISA
Have you seen the outcome you were hoping for?
All on track currently.
What could they have done better?
Happy with the service.
Review
by a verified client in Devon
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to make better use of my funds
How has Mike Edworthy helped you?
Mike helped me understand what strategies I could deploy in order to best utilise my money. He helped my identify areas that should optimise the way I save.
Have you seen the outcome you were hoping for?
So far so good with the advice given. I have invested in a variety of things and have seen positive returns across the board.
What could they have done better?
I’m happy with the service provided so far
Review
by a verified client in Bristol
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had looked around for a while, Mike was personally recommended to me by a mutual contact.
How has Mike Edworthy helped you?
Mike helped me to think carefully about what fund would be most optimal for me personally. What struck me most about him was the patience and care he took with his thinking / planning process.
Have you seen the outcome you were hoping for?
Yes 100%
Review
by a verified client in London
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice around regular savings
How has Mike Edworthy helped you?
Advised me around a platform proposition as well as an investment solution
Have you seen the outcome you were hoping for?
Yes, so far
What could they have done better?
Happy with service provided to date