Adrian's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 1 )
Pensions ( 76 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 59 )
Auto Enrolment ( 2 )
Investments and Savings ( 86 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 33 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 62 )
Financial Mentoring ( 9 )
Financial Coaching ( 4 )
( 3 )
Reviewers' assets
£500k+ ( 32 )
£200k - £500k ( 21 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing my pension pot
How has Adrian Edwards helped you?
He has helped me to select the right investments for my circumstances and given me guidance and advice when I had queries
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted help consolidating my existing investments and the peace of mind of having a sound financial plan in place to support our young family.
How has Adrian Edwards helped you?
Adrian has been incredibly helpful in explaining the different investment strategies and providing peace of mind that we are on the right track.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't think anything could have been done better - we're really happy with both the personal touch and the performance of the strategy
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband was a self-employed partner for many years, and had to set up his own pension.
How has Adrian Edwards helped you?
Adrian has maximised our investments within our own, separate, requirements as to the type of companies we want to avoid. He regularly shows the status of our investments and what to expect in the coming years as we age. He has also advised on setting up investment accounts for our grandchildren.
Have you seen the outcome you were hoping for?
Absolutely. I understand my personal investments and pensions, and also those of my husband. I know who to contact and I know that Adrian will always help.
What could they have done better?
As far as I am aware nothing!
Review
by a verified client in Lancashire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Dissatisfaction with our previous financial advisor
How has Adrian Edwards helped you?
His financial advice has been extremely helpful.
Have you seen the outcome you were hoping for?
Yes we have.
What could they have done better?
Nothing
Review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pending retirement
How has Adrian Edwards helped you?
In every possible way including considerable complexities of my pension arrangements and sensible long term investment.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
I doubt it!