Ed's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 36 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 20 )
Investments and Savings ( 35 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 18 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 24 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 9 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Cheshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We weren't completely happy with our previous adviser and Ed was recommended to us.
How has Ed Painter helped you?
He has arranged for our investments to be transferred and simplified.
Have you seen the outcome you were hoping for?
Yes, without doubt.
What could they have done better?
Nothing.
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Ed
Ed is fantastic. He was able to offer me advice on a broad range of topics. He clearly had a deep and nuanced understanding of the matters at hand but still gave his advice to them in clear and understandable terms. Ed and the over advisors at Sylvan have advised me or members of my family for over a decade and have very much proved to be deserving of our trust. I would whole heartily recommend him.
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Ed
A true gentleman, Ed was very professional and polite. Explanations were clear & concise . Would recommend his services.
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Ed
Ed was super helpful with our retirement and Inheritance Tax planning after changes made in the last budget. He's always available and we would certainly recommend him for anyone needing help in this area. Ed, thank you very much.
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?
Was looking to find an alternative option for the management of our investments
How has Ed Painter helped you?
Managed the efficient transfer of our portfolio from a previous investment management company and provided good guidance for deciding the appropriate risk profile for the ongoing management of our investments
Have you seen the outcome you were hoping for?
Yes, am happy with the way our portfolio of investments is being managed
What could they have done better?
Do not have any recommendations for improvement