Philip's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 46 )
Retirement income (annuities, drawdown) ( 36 )
Investments and Savings ( 51 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 24 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 41 )
Financial Mentoring ( 10 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 14 )
£100k - £200k ( 3 )
Up to £50k ( 4 )
£50k - 100k ( 7 )
Repeat review
by a verified client in Cheshire
21 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Philip Edward helped you since your last review?
Philip has provided timely advice and guidance during the recent world events affecting financial markets and investments.
Review
by a verified client in Merseyside
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To advise on savings plan
How has Philip Edward helped you?
Philip has given me help and advice on planning for retirement.
Have you seen the outcome you were hoping for?
I believe I will see the outcome I am looking for.
What could they have done better?
nothing
Repeat review
by a verified client in Merseyside
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Philip Edward helped you since your last review?
As I wrote previously Phillip Edward’s wealth of knowledge is very broad and deep. He is very approachable and calm. Plainly put, he’s very good at investing our money. He follows the market with a keen eye. Philip never shys away from the extra work involved with changing funds to increase our yield.
Repeat review
by a verified client in Merseyside
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Philip Edward helped you since your last review?
Suggesting improvements on finance
Repeat review
by a verified client in Merseyside
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Philip Edward helped you since your last review?
Offering good advice on forward planning