Edward Tudor

Please provide a brief comment about your experience with Edward

I found my first meeting with Edward very informative. He allowed me to explain my current financial position and what I wanted to achieve in the future. He came across in a friendly manner with none of the arrogance that can happen when an expert is talking to a layman. I will be arranging a further in depth meeting in the near future.

Please provide a brief comment about your experience with Edward

Very open and very knowledgeable. We were put at ease and he understands what we are looking for. Easy to talk to.

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

Had number of pensions and I was recommended to talk to TPO

How has Edward Tudor helped you?

Always accessible and prompt to respond

Have you seen the outcome you were hoping for?

Yes Many thanks

What could they have done better?

All good so far

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

Pension transfer.

How has Edward Tudor helped you?

Ed has helped me through the process of a pension transfer and has been thorough in his advice. Ed takes the time to explain everything, answering all my questions without hesitation. I've always enjoyed our meetings and feel confident that Ed's depth of knowledge and expertise is tailored to my needs.

Have you seen the outcome you were hoping for?

Indeed I have.

What could they have done better?

Nothing comes to mind.

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.