Edward's reviews
Reviewed for
Insurance and Protection ( 10 )
Pensions ( 54 )
Retirement income (annuities, drawdown) ( 38 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 19 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 20 )
Financial Planning ( 39 )
Financial Mentoring ( 5 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 13 )
£100k - £200k ( 7 )
Up to £50k ( 7 )
£50k - 100k ( 7 )
Repeat review
by a verified client in Lincolnshire
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Edward Lane helped you since your last review?
Focus is now on retirement, forward looking and ensuring I am prepared for retirement financially. I have a daughter who has just gone to university, so finances are tight, factoring this into the calculations, with plans on finances to support me in retirement, its a minefield. Edwards help is demystify the future based on current projections in the market. Something I would not be able to do without him.
Edward:
Dear Mike, Thank you for taking the time to share your feedback on VouchedFor. I am delighted to hear that the retirement planning support has helped simplify what can often feel like a complex and overwhelming process. Factoring in university costs alongside long-term retirement goals is never easy, and I am pleased that the projections and planning have provided clarity and confidence for the future. If you have any further questions or need additional guidance, please do not hesitate to get in touch. Kind regards, Edward LaneReview
by a verified client in Lincolnshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A lump sum to invest
How has Edward Lane helped you?
Helped us to invest and consolidate pension assets
Have you seen the outcome you were hoping for?
Too early to say
What could they have done better?
Nothing
Edward:
Dear Andrew, Thank you for taking the time to leave your feedback on VouchedFor. I am pleased to hear that you were happy with the service and that we were able to assist with investing your lump sum and consolidating your pension assets. Although it may be too early to see the full outcome, please rest assured that I will continue to monitor and support you to ensure your plans remain on track. If you have any questions or need further assistance, please do not hesitate to get in touch. Kind regards, Edward LaneRepeat review
by a verified client in East Riding
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Edward Lane helped you since your last review?
Edward assured me the investment would go up and not to cash in my investment when it went down ,Edward said it will go back up and it has many thanks
Edward:
Dear Eric, Thank you for taking the time to share your feedback on VouchedFor. I am delighted to hear that you are pleased with the outcome and that the reassurance to remain invested proved beneficial. My goal is always to provide clear guidance and confidence during market fluctuations, so I am pleased that the strategy worked as expected. If you have any further questions or need assistance in the future, please do not hesitate to contact me. Kind regards, Edward LaneRepeat review
by a verified client in North Humberside
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Edward Lane helped you since your last review?
Provided guidance on financial planning including Lasting Power of Attorneys
Edward:
Dear Mark, Thank you for taking the time to leave your review on VouchedFor. I greatly appreciate your feedback and am pleased to hear that the guidance on financial planning and Lasting Powers of Attorney has been helpful. It is always my priority to ensure clients feel supported and confident in their decisions, so I am delighted that you are satisfied with the advice and service provided. If you have any further questions or need assistance at any point, please do not hesitate to contact me. Kind regards, Edward LaneReview
by a verified client in East Riding
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Edward Lane helped you?
Simplified and help arrange pensions, retirement planning and wills
Have you seen the outcome you were hoping for?
Yea
Edward:
Dear Sue, Thank you so much for taking the time to leave your review on VouchedFor. I truly appreciate your feedback and am delighted to hear that you found the pension and retirement planning process simplified and helpful, along with the arrangements for your wills. It is always my aim to make these important decisions as clear and stress-free as possible, so I am pleased that the outcome met your expectations. If you ever need further assistance or have any questions in the future, please do not hesitate to get in touch. Kind regards, Edward Lane