0330 038 8942
Based in Loughton
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: November, 2018
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Edward is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Edward's statusLast checked: 09 September 2026
Edward is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Edward's status
37
Recent Client Reviews
Edward has received 37 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Edward has received 37 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.Last checked: 08 July 2026
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below4 qualification certificates 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowEdward has provided information on their typical fees
Edward has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
108
Positive First Impressions
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Edward (based on 108 first impressions)97% of users who are not yet clients had a positive first experience with Edward
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Edward (based on 108 first impressions)
About
I joined The Private Office in 2016 as an adviser, when it acquired PQR Financial planning. Prior to this i have worked in private equity, business training, and for a large city wealth planner so have plenty of experience and knowledge within the financial sector. I provide a comprehensive initial and ongoing financial planning service to my clients, who are predominantly high net worth individuals and entrepreneurs. I hold the Diploma in Financial Planning and have over 9 years’ experience in advising clients. Outside of work, most of my time is taken up by my young family, but when time permits I enjoy playing and watching sport and am a ‘reluctant’ marathon runner.