Edward's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 10 )
Financial Mentoring ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 5 )
£100k - £200k ( 1 )
Review
by a verified client in Hampshire
3 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, EddyReview
by a verified client in West Yorkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for help with some decisions regarding savings and investments.
How has Edward Ainley helped you?
Edward has given clear and straightforward advice which sets out the potential risks and rewards of various options on what to do with excess cash e.g. savings, vs, investments vs. additional pension contributions. He is very responsive and has undertaken various additional calculations to support in our decision making.
Have you seen the outcome you were hoping for?
Yes - his support has brought clarity to discussions and decision making.
What could they have done better?
Nothing noted
Edward:
Thank you so much for your thoughtful and detailed review. I'm really pleased to hear that the advice and support I've provided has helped bring clarity to your financial decision making. It's always my aim to ensure clients feel confident and well informed, especially when weighing up important choices around savings, investments, and pensions. I appreciate your kind words about my responsiveness and the additional calculations it's great to know they’ve been helpful. If there's ever anything more I can do to support you or your family, please don’t hesitate to reach out.Review
by a verified client in Herefordshire
6 months ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
A need to take on responsibility for managing funds that I had inherited.
How has Edward Ainley helped you?
Support and advice in taking a more interested and proactive approach to the management of inherited funds and my own pensions / savings provision.
Have you seen the outcome you were hoping for?
Yes, so far, albeit we have only been working together for a relatively short period at this time.
What could they have done better?
Nothing at this stage.
Edward:
Thank you so much for your kind words—it really means a lot. It’s been a pleasure working with you and helping you take those important steps with your financial planning. I know how significant it is to feel confident and in control, especially when dealing with inherited funds, and I’m genuinely glad to hear that you’ve found our conversations helpful. I’m looking forward to continuing our journey together and making sure everything stays aligned with your goals.Review
by a verified client in London
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to transfer my pension from three providers whose access and product offerings were limited
How has Edward Ainley helped you?
In setting up a provider whose products are more accessible, and whose information availability/accessibility is comprehensive.
Have you seen the outcome you were hoping for?
Yes, in the sense that the chosen new provider seems to meet my needs as regards accessibility of funds and information availability.
What could they have done better?
Within my remit, there is nothing that could have been done better.
Edward:
Thank you so much for your kind words—it really means a lot. I’m genuinely glad to hear that the pension consolidation has made things clearer and more manageable for you. It’s always my aim to make financial planning feel less daunting and more empowering, so knowing you feel confident about your goals is incredibly rewarding.Review
by a verified client in Cheshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change of investment companies
How has Edward Ainley helped you?
Changed from Brown & Shipley to A J Bell
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not much
Edward:
Thank you for taking the time to leave such a thoughtful review. I’m very pleased to hear that the transition to A J Bell has met your expectations and that you feel confident in the direction of your financial planning. I sincerely appreciate the trust you’ve placed in me by not only in managing your own affairs but also in recommending my services to others. That level of confidence is deeply valued.