Edward Tudor

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

We worked hard to find the right advice. We believe we've found in Ed and TPO.

How has Edward Tudor helped you?

Wise and easy to understand financial planning and always flexible.

Have you seen the outcome you were hoping for?

Yes, many thanks.

What could they have done better?

NA

Please provide a brief comment about your experience with Edward

Very good first meeting and interesting discussion.

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

We were approaching retirement age and wanted to optimise our pensions and income for when we finally retire

How has Edward Tudor helped you?

Edward got us to review our likely expenditure and has developed a financial plan, which exceeds this whilst also fitting in with our risk profile. He has consolidated our pensions and provided other financial advise on savings. This is supported with regular review meetings and updates. He is also easily contactable outside of these. Overall he has helped us feel more confident about being able to retire with an income that will both meet our needs and wishes

Have you seen the outcome you were hoping for?

Yes, in terms of having more confidence that our money is working the best it can for us in a turbulent world,

What could they have done better?

Not a lot really at present

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

For advice over inheritance tax and investments.

How has Edward Tudor helped you?

He’s clarified many issues that concerned us. Helped to improve the return on our investments.

Have you seen the outcome you were hoping for?

Yes initially. Obviously the markets have been more unstable recently.

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

Retirement

How has Edward Tudor helped you?

Financial retirement planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing