Rachel Edwards

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An initial discussion with Rachel was a refreshing change. No complicated terminology, an easy and flowing conversation with some brilliant ideas put forward by Rachel. Very impressed and she made, what I thought was going to be a stressful conversation a complete pleasure.

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I can't speak highly enough about Rachel, she is so friendly and knowledgeable and has a real talent for explaining things in a way anyone can understand. Before I met Rachel I though financial advisors were only there for the extremely wealthy, but she really can help anyone with their financial goals. I'm now sleeping much sounder at night because I have a plan and Rachel is guiding me towards a better future.

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Rachel us a very pleasant well knowledge advisor who gave us all our answers to our pension issues.. Lovely friendly person who goes above and beyond to get the best for you.. thank you so much. She even got us our wills sorted and is finding our family insurance cover etc now too.

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Rachel is professional with her work outlook and knowledge of the financial game.At the same time bringing her bright personality to the table.Which is a big plus when dealing with clients.

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I met Rachel at a business conference. From the start, she was warm and friendly and drew me in. I felt I was in very safe hands when asking her to provide pension advice. She has been attentive, providing me with relevant information about my pensions. I feel very happy about the service I have received from Rachel and highly recommend her as a pension advisor.

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Rachel was very clear and concise, used simple language and provided further guidance outside of the initial topic of discussion.

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Rachel was very nice and friendly and explained everything in a way that I could understand

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Rachel was extremely knowledgeable and able to provide invaluable information and insights in response to all the questions I raised. I was very impressed with her ability to succinctly explain the details including pros and cons of various financial processes and instruments. This was my first meeting with Rachel but I intend to utilise her services on an ongoing basis and would highly recommend her.

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

Rachel was recommended to us by our company accountant.

How has Rachel Edwards helped you?

Rachel took her time to explain all the possibilities to us and gave us a clear picture of the benefits.

Have you seen the outcome you were hoping for?

Early days yet, but we are positive.

What could they have done better?

Nothing really, I can't fault the level of service.

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

I needed advise to set up and review my current pensions. As a newly self employed person with No idea about pensions, Rachel was fantastic at listening to what I wanted and setting up a new pension.

How has Rachel Edwards helped you?

Rachel has set up a pension tailored to my needs.

Have you seen the outcome you were hoping for?

Yes, I am happy with my pension projection

What could they have done better?

Nothing

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

mid 50's, needed a review of our finances in the run up to retirement.

How has Rachel Edwards helped you?

Guided us through the minefield of pensions and tax planning. Transferred pension, set up a GIA and set up new ISA's

Have you seen the outcome you were hoping for?

So far yes but its early days (only a few months in) We'll monitor how things go.

What could they have done better?

nothing

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

I was retiring and wanted to know my financial position.

How has Rachel Edwards helped you?

Thanks for everything Rachel, it's been such a pleasure having you there for us every step of the way. We were dreading it all, but you made it stress free and painless. Also thanks to you and Laura for the support and guidance with the wills, another necessary but fearful step for us. You were both wonderful.

Have you seen the outcome you were hoping for?

Absolutely, we've seen better than we hoped for.

What could they have done better?

Absolutely nothing could be improved on.

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Rachel was very Friendly and Approachable to my needs. She is very knowledgeable and client focused. I very much look forward to working with her.

Please provide a brief comment about your experience with Rachel

Rachel was excellent. Helped me understand what was right for me and talked me through all my options. It wasn't pushy but a friendly, warm approach.