Adrian Edwards

What were the circumstances that caused you to initially look for an adviser?

We knew we were reasonable earners and had just had a baby and we wanted to ensure we were making good choices for our daughter and our future as a family

How has Adrian Edwards helped you?

He has helped us understand how to get the most from our earnings and assured us in taking risks with our savings. He has helped guide us through our financial situation and given us confidence in how to move forward

Have you seen the outcome you were hoping for?

So far we are very happy with the advice we have been given

What could they have done better?

We don't have any complaints to share

What were the circumstances that caused you to initially look for an adviser?

Good financial advice is essential in our view.

How has Adrian Edwards helped you?

Adrian ensures that he understands our financial situation and what we want to achieve. He explores options with us so that we are confident we are making sound decisions.

Have you seen the outcome you were hoping for?

Yes definitely. Our funds are invested well and are continually monitored to ensure the financial returns exceed expectations.

What could they have done better?

Very difficult to say. Perhaps the return on our investments could have been higher but we chose to be cautious and minimise risk.

What were the circumstances that caused you to initially look for an adviser?

We had been with Adrian previously in his previous work life and we were not happy with the set up of the company after he left so looked for Adrian to move back with him.

How has Adrian Edwards helped you?

He has helped us with sound and progressive advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We have been very happy since we moved to Sylvan and appreciate all advice provided by Adrian

What were the circumstances that caused you to initially look for an adviser?

To help me with my investments

How has Adrian Edwards helped you?

He has managed my investments really and I trust him implicitly to make the right decisions for me regarding my level of risk etc

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N?A

What were the circumstances that caused you to initially look for an adviser?

The need for good advice for our pensions and investments.

How has Adrian Edwards helped you?

Adrian has advised us as we have required. He has a clear understanding of our situation. He has helped us select the right category of risk that we want to take with our investments. We have regular meetings with him. He gives me confidence that our affairs are in safe hands.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I can't think of anything he could have done better.