Philip's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 49 )
Retirement income (annuities, drawdown) ( 38 )
Investments and Savings ( 56 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 25 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 43 )
Financial Mentoring ( 10 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 16 )
£100k - £200k ( 3 )
Up to £50k ( 4 )
£50k - 100k ( 7 )
Repeat review
by a verified client in Lancashire
a month 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 is always available for advice and has recently helped with pension transfers
Repeat review
by a verified client in West Midlands
a month 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?
He is always clear and concise about the ups and downs of investing. We have always been happy with his advice.
Repeat review
by a verified client in West Midlands
a month 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?
Each year Philip always explains the ups and downs of investing and advises us on keeping some money on one side. He always does his best for us and will change companies if it is a better return elsewhere.
Repeat review
by a verified client in Merseyside
2 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?
Advised best investments
Repeat review
by a verified client in Merseyside
2 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?
He is always available to answer any queries. He advises about the best way to invest and any changes that may be needed.