Ted's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 1 )
Pensions ( 87 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 70 )
Investments and Savings ( 141 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 52 )
Long Term Care ( 19 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 57 )
Financial Mentoring ( 15 )
Financial Coaching ( 3 )
( 3 )
Reviewers' assets
£500k+ ( 54 )
£200k - £500k ( 14 )
£100k - £200k ( 10 )
( 1 )
Up to £50k ( 4 )
£50k - 100k ( 8 )
Repeat review
by a verified client in Oxfordshire
2 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ted Wilson helped you since your last review?
Ted met me and my wife later in 2024 and we had a thorough review of our investments and personal circumstances, which was very helpful and reassuring. We are consulting his practice again over the transfer of certain investments from other organisations. The early assistance from his office (the processes are yet to be completed) has been appreciated.
Repeat review
by a verified client in Hertfordshire
7 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ted Wilson helped you since your last review?
RETIREMENT PLANNING
Repeat review
by a verified client in London
16 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ted Wilson helped you since your last review?
Ted has been reliable and pro-active as my SJP advisor over the years. His approach is straight forward and helpful and I have every confidence in him. To meet with Ted is always a pleasure.
Repeat review
by a verified client in Somerset
24 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ted Wilson helped you since your last review?
Gave guidance during the recent Market challenges to to the Tariffs
Repeat review
by a verified client in London
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ted Wilson helped you since your last review?
I have always had carefula nd considerate care from Ted Wilson