Mike's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 22 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 1 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 12 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£200k - £500k ( 12 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted advice on how to make my money work harder for me and on how to get the best return from my pension over time.
How has Mike Edworthy helped you?
Mike has been a solid base of knowledge and have helped consolidate my pension into a single easy to understand managed fund.
Have you seen the outcome you were hoping for?
Yes, the return on my pension and ISA has been great and has exceeded my expectations.
What could they have done better?
Nothing, Mike is a great communicator and always a pleasure to work with. He is clear, concise and honest.
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to consolidate various pensions
How has Mike Edworthy helped you?
Advice and assistance with my consolidated pension along with ISA setup
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Opportunity to retire slightly early than planned.
How has Mike Edworthy helped you?
Given me clear advice having taken my personal circumstances into account.
Have you seen the outcome you were hoping for?
Yes, I believe so, although it's early days.
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
HE DID COME SEARCHING FOR ME BUT I HAD BEEN CONSIDERING THE SAME SO IT WORJED OUT WELL
How has Mike Edworthy helped you?
He has got my pensions and finances in good order
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am not sue
Review
by a verified client in Middlesex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to consolidate various pensions to work better for me
How has Mike Edworthy helped you?
He advised on and arranged transfer of the funds into one place
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing from my point oif view