Edward Tudor

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

Pension consolidation and investment advice

How has Edward Tudor helped you?

Pension consolidation and Sipp investment

Have you seen the outcome you were hoping for?

Yes

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

My husband's death. I asked for help transferring his ISAs into one pot in my name.

How has Edward Tudor helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He was great but the company holding the ISAs for TPO weren't very transparent.

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