Tristan's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 29 )
Retirement income (annuities, drawdown) ( 20 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 6 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 16 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 9 )
£100k - £200k ( 4 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Lancashire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a decent pension pot that I felt could be better utilised by a financial advisor
How has Tristan Edwards helped you?
Tristan has been helpful in that he has been honest about my financial circumstances and has not painted a picture to make my situation appear better than it is.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure anything to be honest
Review
by a verified client in Lancashire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Intelligent Pensions were recommended to me by a financial advisor.
How has Tristan Edwards helped you?
Helped and advised on various financial issues.
Have you seen the outcome you were hoping for?
Better than expected.
What could they have done better?
Not applicable
Review
by a verified client in Denbighshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Income drawdown and ongoing advice.
How has Tristan Edwards helped you?
Very responsive to my requirements. Everything handled professionally and well.
Have you seen the outcome you were hoping for?
100%
What could they have done better?
I'm not aware of any improvements required.
Tristan:
Good afternoon Russell Thank you for providing such positive feedback, its a pleasure to support you through your journey. Best Wishes TristanReview
by a verified client in Lincolnshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Important to have solid financial advice on pension in particular
How has Tristan Edwards helped you?
Given advice on pension the stock market how it invests the pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No everything covered that we needed to know
Tristan:
Thank you for taking the time to leave such a positive review, its been a pleasure to work with you and to support you through your exciting Retirement. I look forward to hearing the next instalment soon. Best Wishes TristanReview
by a verified client in Cheshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Invest some funds
How has Tristan Edwards helped you?
Advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Ni
Tristan:
Hi Ray Many thanks for taking the time to leave a review, feedback is always greatly appreciated. I am really pleased that you have got the outcome that you are looking for and I look forward to seeing you in the New Year for your Annual Review. Best Wishes Tristan