Patrick's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 4 )
Pensions ( 55 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 35 )
Investments and Savings ( 64 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 10 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 33 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 13 )
£100k - £200k ( 13 )
£50k - 100k ( 6 )
Up to £50k ( 4 )
Review
by a verified client in Wiltshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband received a lump sum from his pension and we wanted advice I. How best to make this work for us.
How has Patrick Van Eady helped you?
Patrick has offered sounds and knowledgeable advice to us and helped us put our money somewhere it can grow and support us and our family in the future.
Have you seen the outcome you were hoping for?
Too early to tell but confident we will see this
What could they have done better?
Patrick is knowledgeable and explained all risks and outcomes thoroughly. Nothing could be improved.
Review
by a verified client in Wiltshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am now 60 years old and looking towards retiring. I moved from a private pension to Wiltshire Council pension. I also have a frozen Gloucestershire pension and another private pension. I needed expert advice in how to move forward.
How has Patrick Van Eady helped you?
Patrick gave me clear guidance on how to understand how my pensions work, how to merge my council pensions and he also advised how to move forward and plan financially for my retirement.
Have you seen the outcome you were hoping for?
I now have a clear plan for moving forward so yes very happy with the advice given
What could they have done better?
Patrick came to my house, was polite and was able to answer my questions clearly, giving good appropriate advice, I do not feel he could have done anything further,
First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Patrick
He provided the information requested
Review
by a verified client in Wiltshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed financial planning assistance and where best to invest.
How has Patrick Van Eady helped you?
Financial planning for our future.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Gloucestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed financial advice and found Patrick via an online search
How has Patrick Van Eady helped you?
Patrick was super helpful and took the time to explain all my options clearly, offering a range of suggestions without overwhelming me with too much information
Have you seen the outcome you were hoping for?
I was able to resolve the situation and feel that my future financial situation is now more organised