Edward's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 11 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 4 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 12 )
Financial Mentoring ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 5 )
£100k - £200k ( 1 )
Review
by a verified client in Manchester
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to simplify and update my savings portfolio.
How has Edward Ainley helped you?
Understanding my requirements and suggesting and instigating solutions.
Have you seen the outcome you were hoping for?
Yes and still in progress.
What could they have done better?
Very happy so far
Edward:
Thank you very much for taking the time to leave a review. I am so pleased to hear that you have been happy with the support so far, especially when it comes to simplifying and updating your savings. Taking the time to properly understand what is important to you is something I really focus on, so it is great to know that has come across. It is also great to hear that things are moving in the right direction and that you are seeing the outcomes you were hoping for, even while everything is still progressing. If there is anything you would like to discuss further, please feel free to get in touch at any time.Review
by a verified client in West Midlands
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to consolidate several pensions into one pot and wasn't sure which option would be best for my circumstances.
How has Edward Ainley helped you?
Edward took the time to review my existing pensions, explain the available options clearly, and help me understand how to make the most of my retirement savings. His advice was professional, straightforward, and tailored to my needs.
Have you seen the outcome you were hoping for?
I now feel much more confident about my pension arrangements and future retirement planning. I would highly recommend Edward to anyone looking for expert pension advice.
Edward:
Thank you very much for your thoughtful review – I really appreciate you taking the time to share your experience. I am pleased I was able to help you bring your pensions together and guide you through the different options available. It is important that everything is clearly understood and tailored to your circumstances, so it is great to hear that you felt supported throughout the process. I am especially glad that you now feel more confident about your pension arrangements and your future retirement planning. Thank you as well for your recommendation, it is greatly appreciated. I look forward to continuing to work together.Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement, needed advice for various ISA and non ISA holdings and various pension plans and help with annuities and Inheritance Tax planning.
How has Edward Ainley helped you?
Consolidated all holdings, including pension plans. Getting annuity quotes, and advice on inheritance planning which I am currenty looking at.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I do not think so
Edward:
Thank you very much for your kind review. I really appreciate you taking the time to share your experience. I am pleased I was able to support you as you approached retirement and help bring everything together, from your various investments to your pension arrangements. It is important that everything is structured clearly and working in the right way for you, so I am glad you found the process helpful. I am also pleased that the work around your inheritance planning has been useful, and I look forward to continuing to support you as those plans develop further. Thank you again for your feedback.Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Confidence in investing
How has Edward Ainley helped you?
Advice given
Have you seen the outcome you were hoping for?
Good considering the investment climate
What could they have done better?
Not sure
Edward:
Thank you very much for your review, I really appreciate you taking the time to share your feedback. I am pleased I could help provide some clarity and confidence around your investments. That is always an important starting point, especially in more uncertain market conditions, so it is good to hear that you feel positive about the progress so far. I am also glad that you feel the outcomes have been good given the wider investment climate, and I will continue to work closely with you to keep things on track. Thank you again for your feedback, and I look forward to continuing to work together.Review
by a verified client in Hampshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We received an inheritance and were looking to invest it and make it work for us.
How has Edward Ainley helped you?
Edward has been excellent to deal with. He is highly articulate and has a wonderful ability to make complex issues understandable. We really feel he has our very best interests at heart. We have been impressed by his scope and breadth of knowledge and we feel very secure in allowing Edward to guide us towards our retirement.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
n/a
Edward:
Hi, Thank you very much for the kind review. It's been a pleasure to work with you both to establish a plan and move you closer to your goals. I look forward to continuing the good work we have started over the coming years. Best regards, Eddy