0330 038 8939
Based in High-Wycombe
View locationChecks carried out by VouchedFor
FCA Regulated
Edward and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 May 2025
Edward and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Edward has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Edward has received 5 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 07 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Edward has not yet added their fees to their profile
Fees not yet added
Edward has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Edward and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 May 2025
Edward and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Edward has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Edward has received 5 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 07 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Edward has not yet added their fees to their profile
Fees not yet added
Edward has not yet added their fees to their profile
As a dedicated lifestyle financial adviser, I am passionate about helping my clients achieve financial freedom and peace of mind. My goal is to empower you with the knowledge and tools needed to make informed decisions about your financial future. By understanding your aspirations and concerns, I can tailor solutions that not only meet your current needs but also help you adapt to any changes in your life. I often hear questions such as, “Can I afford to retire? If so, when?” "Do I need to downsize?” “How much will I have to live on in retirement?” I can help you with all these questions and more. Families with multiple incomes, investments, pensions, and goals need sophisticated advice on their financial journey. Visualising this can be challenging, but lifestyle financial planning software makes it easier. Contact me for a complimentary initial consultation. Warnings: -The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. -Tax treatment varies according to individual circumstances and is subject to change. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 15 May 2024
Offers available through VouchedFor
Contact Edward through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Edward's clients
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