Edward Tudor

What were the circumstances that caused you to initially look for an adviser?

I wanted to consolidate my pensions into a SIPP.

How has Edward Tudor helped you?

Ed has transferred my pension pots (where it makes sense to do so) into a SIPP, giving me the flexibility and convenience I need to access its underyling investments. He has helped me to understand how much I need to contribute to achieve my target retirement date and income, and answered all of my questions and "what if" scenarios.

Have you seen the outcome you were hoping for?

Ed has provided me with outstanding advice and guidance and has delivered an excellent service.

What could they have done better?

I can't think of anything that Ed could have done better.

Please provide a brief comment about your experience with Edward

Edward was really personable and quickly understood the type of help I was looking for.

Please provide a brief comment about your experience with Edward

Very open and easy conversation, lots of good pointers and ideas and helped us look in the right direction.

Please provide a brief comment about your experience with Edward

I was very happy with the first short meeting with Ed and looking forward to our next meeting to discuss and develop my retirement plans.

What were the circumstances that caused you to initially look for an adviser?

We had a number of small, individual pension pots and wanted to consolidate them and also make sure they were earning good returns.

How has Edward Tudor helped you?

Combined and simplified our pension schemes. Planning for retirement income. Advice on investing in general. Putting our minds at rest.

Have you seen the outcome you were hoping for?

Yes