Adrian's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 1 )
Pensions ( 78 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 60 )
Auto Enrolment ( 2 )
Investments and Savings ( 88 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 34 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 64 )
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 Lancashire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were dissatisfied with our previous advisor.
How has Adrian Edwards helped you?
Excellent advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cheshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous advisor a large commercial bank had bought out my previous advisor to them. so going back 2 advisors they were an IFA and were excellent . Sadly the take over and the new bank ownership did not prove successful as they were not independent, had poor performance ratings over 2-3 years and in the end seemed disinterested in private individuals as clients.
How has Adrian Edwards helped you?
Adrian brought in a breath of fresh air and gave me and my family very sound advice on investments into more ethically acceptable products, suggested a better balance of holdings, suggested the use of a Discounted Gift Trust, reviewed our wills and POA's, information of tax free giving, better ways of charitable giving.
Have you seen the outcome you were hoping for?
yes very much so
What could they have done better?
nothing that i can think of
Review
by a verified client in Cheshire
10 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
10 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
10 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!