Reviewed for
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 4 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Financial Planning ( 3 )
Reviewers' assets
Up to £50k ( 1 )
Client reviews
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Staffordshire
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.
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Cheshire
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
Rachel's reply
Your feedback is greatly appreciated. Thank you.
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Cheshire
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
Rachel's reply
Thank you for your feedback, it is greatly appreciated.
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Staffordshire
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.
Rachel's reply
Thank you for the lovely review. I am very grateful for your feedback.
First impression from a user who is not yet a client
October, 2023
Overall
Please provide a brief comment about your experience with Rachel
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.
First impression from a user who is not yet a client
September, 2023
Overall
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.
Rachel's reply
Thank you for the great review. It is very much appreciated.