Edward's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 5 )
Pensions ( 25 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 20 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 17 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 6 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 7 )
£100k - £200k ( 2 )
£50k - 100k ( 7 )
Up to £50k ( 1 )
Review
by a verified client in North Yorkshire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were recommended to a pervious advisor who retired therefore our business was transferred to Ed and his son Craig, We were hesitant to the change initially,but after speaking to the guys it was obvious from the start that they were clued up on all the financial aspects that we were looking for.
How has Edward Chandler helped you?
Planned my wife and my retirement portfolio with extreme professionalism
Have you seen the outcome you were hoping for?
I would say not but this is not down to the guys ,the markets have been so volatile we are more than happy how Ed and Craig has explained in detail the reasons and possible outcomes.
What could they have done better?
I don’t think they could as I’ve said our relationship is excellent with the guys
Edward:
Don & Angela Thank you so much for the kind feedback, it is much appreciated. regards Ed, Craig and TeamReview
by a verified client in Tyne and Wear
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on current pension status
How has Edward Chandler helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can't think of anything
Review
by a verified client in Durham
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
unhappy with service provided by previous financial advisor (St James Place)
How has Edward Chandler helped you?
comfort that funds in retirement plan will be sufficient, provision of robust cashflow model
Have you seen the outcome you were hoping for?
happy with advice, was hoping for better returns
What could they have done better?
nothing, very happy with overall service
Review
by a verified client in Northumberland
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To set up and move pension funds
How has Edward Chandler helped you?
Advised to what options were available and what portfolio were changing
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Northumberland
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having had a financial adviser for many years, Edward Chandler took over advising on my financial affairs when the previous adviser retired.
How has Edward Chandler helped you?
Edward's advice has shown a full understanding of my circumstances and my attitude towards risk. He was particularly helpful with his guidance when my husband passed away, ensuring that all investments at the time were monitored. His advice on further investments has been detailed and thorough.
Have you seen the outcome you were hoping for?
Edward's continued advice is as I hoped.