Ted's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 1 )
Pensions ( 94 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 77 )
Investments and Savings ( 147 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 54 )
Long Term Care ( 20 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 64 )
Financial Mentoring ( 16 )
Financial Coaching ( 3 )
( 3 )
Reviewers' assets
£500k+ ( 58 )
£200k - £500k ( 15 )
£100k - £200k ( 10 )
( 1 )
£50k - 100k ( 9 )
Up to £50k ( 5 )
Repeat review
by a verified client in London
14 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?
HE. HAS BEEN HELPFUL IN DISCSSING MY FUTUE PLANS FOR RETIREMTN INCLUDING MOVING HOUSE
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?
He's given me a clear understanding of how my investment is doing, and advice on how to manage my personal finances.
Repeat review
by a verified client in Suffolk
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?
Ted and his team have dealt with the draw down of some additional funds which were profits from an investment bond. This was managed quickly and efficiently.
Repeat review
by a verified client in London
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?
By always being available with help and reassurance
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?
We discussed leaving things as they are although new government laws will mean we might have to.make some changes when this occurs