John Edwards

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

I needed advise on how best to manage my pension

How has John Edwards helped you?

John offered me sound principe advise starting with a close look at my financial outgoings. This led to a rational decision on how best to proceed with my pension.

Have you seen the outcome you were hoping for?

Yes. We concluded that at my stage in life taking into account cash savings and possible future family expenses, that despite the shortcomings of my pension taking the tax free cash and annuity options was the best route forward.

What could they have done better?

Not very much. Just me making decisions a little quicker!

This review is a follow-up review from a client who left a review previously.

How has John Edwards helped you since your last review?

HE helped get all my pension together and how to move forward he also explain my option in annuities and drawdown

This review is a follow-up review from a client who left a review previously.

How has John Edwards helped you since your last review?

I've always received good information from John. More so as in plain speak, keeps jargon to a minimum.

This review is a follow-up review from a client who left a review previously.

How has John Edwards helped you since your last review?

Yes, John still keeps in touch with me and is always available if I have any questions, everything seems to be going as planned.

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

Getting close to my retirement age and needed advice on how to grow my pension pot and forward planning on what options are available at the point of retirement.

How has John Edwards helped you?

Given me clear advise on my options. Always willing to assist via phone or email.

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

Nothing that I can think of.