0161 219 8576
Based in Cheadle
View locationChecks carried out by VouchedFor
FCA Regulated
Edward and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 May 2025
Edward and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Edward has not received any client reviews in the past 12 months
Edward has not received any reviews in the last 12 months
Edward has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 04 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Edward has not yet added their fees to their profile
Fees not yet added
Edward has not yet added their fees to their profile
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Edward (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Edward
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Edward (based on 8 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Edward and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 May 2025
Edward and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Edward has not received any client reviews in the past 12 months
Edward has not received any reviews in the last 12 months
Edward has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 04 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Edward has not yet added their fees to their profile
Fees not yet added
Edward has not yet added their fees to their profile
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Edward (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Edward
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Edward (based on 8 first impressions)
I am an Independent, Chartered Financial Planner dealing with clients throughout the UK. I specialise in Pensions and Retirement Planning (including Final Salary Pensions), Inheritance Tax Planning and Investment & Savings advice. I have been advising clients since 2011 with a focus on establishing a financial plan that is constructed based on personal goals and objectives. I work with a wide range of clients from those who are starting their financial journey to individuals looking to plan for retirement and ultimately pass on their wealth to the next generation. I have a clear and transparent charging structure and I always aim to deliver first class service. Once we have your financial plan in place, I promise to regularly review your arrangements to ensure they continue to meet your needs. If you would like to meet with me for a free, no obligation initial meeting, please feel free to make contact via phone or email and, of course, the first meeting is at no charge. Transferring out of a Final Salary Scheme is unlikely to be in the best interests of most people. “The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending and investment.”
Offers available through VouchedFor
Contact Edward through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Edward's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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