Reviewed for

Insurance and Protection ( 20 )

Mortgages ( 23 )

Pensions ( 9 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 4 )

Auto Enrolment ( 1 )

Investments and Savings ( 9 )

Pension Transfers - Non Specialist ( 3 )

Inheritance Planning ( 1 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 3 )

Financial Mentoring ( 2 )

Financial Coaching ( 2 )

Reviewers' assets

£200k - £500k ( 2 )

£100k - £200k ( 1 )

Up to £50k ( 9 )

£50k - 100k ( 3 )

Client reviews

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Swansea

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

I had 2 paid up pensions that I hadn’t ever really considered but approaching retirement wanted to reduce my hours and maintain income via pensions

How has Ed Price helped you?

Consolidated pensions and drawdown a small tax fee income

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Service

Advice

Value

Based in Swansea

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

Our fixed rate was coming to and end and we had plans to move homes within next 6 months

How has Ed Price helped you?

Helped us understand different types of mortgages do we decided to go on a tracker as rates were so high and later switch to fix once we moved homes . also allowed us time to discuss investments for children

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cardiff

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

Self employed and need an SIPP and Mortgage

How has Ed Price helped you?

He is managing my mortgage and pension. He takes the hassle from me doing it

Have you seen the outcome you were hoping for?

Yes, he has produced outstanding results year on year

What could they have done better?

N/A

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Swansea

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

As a first-time home buyer, I was in need for advice on mortgages.

How has Ed Price helped you?

Ed was very understanding of my situation as a first-time buyer, and put a lot of time and effort in: 1) thoroughly explaining the different types of mortgages, the mortgage application process, and costs associated with buying a residential property. 2) ensuring I secured a good mortgage deal once our offer was accepted. 3) recommending a conveyancing solicitor who did a brilliant job for us and 4) advising on various insurance amd protection options, and ensuring I got good deals on these too.

Have you seen the outcome you were hoping for?

Yes 100%

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Neath Port Talbot

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

I used Ed initially when transferring my pension out of an existing fund and compiling them in to one fund and mortgages

How has Ed Price helped you?

Ed has advised me on the combination of multiple pensions and pension investments which has seen considerable growth since first working with Ed, also he has helped source multiple mortgages and remortgages over the years

Have you seen the outcome you were hoping for?

Very much so, growth in the pension whilst also working towards a good retirement plan along with keeping costs down on mortgages

What could they have done better?

I am happy with the service I receive from Ed, he is responsive and helpful when meeting and always comes prepared with options and solutions to problems

Review from verified client

December, 2023

Overall

Service

Value

Advice

Based in Neath Port Talbot

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

to expand my knowledge and help me plan for the future.

How has Ed Price helped you?

Ed has helped me to understand different methods to invest and save for the future as well as transparent information and advice when seeking to change mortgage advisers and understand impacts of interest rates long term.

Have you seen the outcome you were hoping for?

Yes , so far all the advice given by Ed has helped me to balance outgoings and income in a manner that saves for the future , pay bills and mortgage whilst having a healthy lifestyle

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Newport

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

Ed has a great reputation for Mortgage and protection advice.

How has Ed Price helped you?

He found a mortgage that was ideal for my circumstances and moved quickly to get it to offer.

Have you seen the outcome you were hoping for?

Yes. Was seamless.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Neath Port Talbot

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

Moving home Saving for daughter

How has Ed Price helped you?

Guiding us to the best account possible and understand the best option for us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Swansea

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

Expert advice needed to feel secure about my financial future in retirement

How has Ed Price helped you?

Clearly outlined my current plans and how to improve them by making changes to best suit my circumstances and financial goals

Have you seen the outcome you were hoping for?

I’m very happy with the service and confident I am on track by engaging with my financial plans.

First impression from a user who is not yet a client

April, 2023

Overall

Please provide a brief comment about your experience with Ed

Great first meeting on phone. Sent all details across for data capture- then chased- heard nothing still two weeks later. Hope he's ok.

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with Ed

Ed listened carefully and understood my position. I enjoy the meeting and felt easier in my mind at the end.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Cardiff

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

Moving house

How has Ed Price helped you?

Always been there to explain every step of the way

Have you seen the outcome you were hoping for?

Yes in my new home

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Swansea

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

My mortgage fixed rate end was approaching and interest rates had soared so concerned about the cost of the mortgage

How has Ed Price helped you?

He provided lots of information which resulted in waiting a little bit before makign a decision which turned out to be great as rates have reduced since and we will be having a much cheaper mortgage if we had taken it out when I wanted to.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Neath Port Talbot

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

Needed to remortgage at a difficult time with price increases. I had previsouly used Ed to buy the property and he helped me once again through the whole process.

How has Ed Price helped you?

Helped me remortgage the property

Have you seen the outcome you were hoping for?

Yes, although the interest rate has increased due to the recent market turmoil its still managable

What could they have done better?

Nothing

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Neath Port Talbot

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

Previosuly used Ed for some help in the past and required some ISA planning

How has Ed Price helped you?

Ensured that I invest money wisely an in a tax effecient environment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Swansea

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

Needed to re-mortgage to find house renovations

How has Ed Price helped you?

He has founds the most competitive deals out there and made the process easy from start to finish

Have you seen the outcome you were hoping for?

Yeas very happy with the outcome

What could they have done better?

Ed went above and beyond to help us.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Caerphilly

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

Moving house

How has Ed Price helped you?

Ed was very helpful and even sorted my home insurance for me, very easy process and nothing was too much trouble

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing couldn’t have asked for a better advisor

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Neath Port Talbot

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

The mortgage lender we had been with for years turned us down when it came to moving home.

How has Ed Price helped you?

Ed took all the stress and work away from the application process by doing it all for us.

Have you seen the outcome you were hoping for?

Yes, Ed secured us a mortgage even though we are self employed.

What could they have done better?

Nothing.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Neath Port Talbot

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

Needed a first home

How has Ed Price helped you?

Sorted mortgage from start to finish

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Cardiff

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

I was looking for a mortgage for my first property.

How has Ed Price helped you?

Ed helped me get a mortgage arranged and was extremely professional, attentive and responsive. I also decided to move my pension over to Ed as I believe he was the right person to help me achieve my financial goals.

Have you seen the outcome you were hoping for?

Yes, he exceeded my expectations.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Bridgend

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

We were looking to buy a house

How has Ed Price helped you?

He has gone above and beyond to make sure we have everything . I couldn't have done this with out him . If your looking for advice and help this is the man for the job

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Everything that was done was professional and the communication was amazing so there was nothing he could have done more .

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Neath Port Talbot

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

To re-mortgage my house and discuss savings accounts including pensions.

How has Ed Price helped you?

By giving honest advice and using terminology and examples i found easy to understand and help for me to make my own decisions on my future. I found Edward a good bloke to discuss personal worries and matters with to assist in the advice that led to decisions i have not regretted.

Have you seen the outcome you were hoping for?

exceeded expectations

What could they have done better?

Nothing

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Ed

friendly and quick to provide a solution to our needs.

First impression from a user who is not yet a client

August, 2021

Overall

Please provide a brief comment about your experience with Ed

Help me to find a mortgage agreement in principle and apply for a full mortgage in short notice. Give me clear advice and found a suitable deal which worked best for my circumstances.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Swansea

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

Looking for a mortgage application on short notice.

How has Ed Price helped you?

Talked me through the available deals and helped do it knowing time and speed were crucial.

Have you seen the outcome you were hoping for?

Yes.

First impression from a user who is not yet a client

August, 2021

Overall

Please provide a brief comment about your experience with Ed

Ed was very helpful.I will definately be continuing to use his help when I am in the position to do so.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Swansea

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

I required insurance to protect the family in the event of death for my wife and I. I also required private medical insurance as i was playing rugby and wanted to ensure I had the best medical attention if needed.

How has Ed Price helped you?

After speaking to Ed he discussed my needs and recommended suitable products which covered all my requirements.

Have you seen the outcome you were hoping for?

Yes, the cover was what I needed. I have used the medical insurance for an injury I sustained in rugby so really helped reduce waiting times if I went through NHS.

What could they have done better?

Nothing , service was great- explained everything clearly.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Neath Port Talbot

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

I was a bit unsure of my existing plans and needed to speak to someone regarding them.

How has Ed Price helped you?

He helped gather all the relevant information on my plans and then held a full review and made some changes where required.

Have you seen the outcome you were hoping for?

Yes, I now know exactly what I have in place and what to expect.

What could they have done better?

Nothing, I found it a really helpful exercise.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Swansea

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

I had worked with Edward previously to secure my initial mortgage after renting privately for many years. As a first-time, and single home buyer, Edward guided me through the often daunting process with clear and concise advice and guidance making it as easy as possible.

How has Ed Price helped you?

Since my initially mortgage, I sought further support from Edward to remortgage my property. With the uncertainty brought on by Covid-19 and the affects it had on mortgages, Edwards alleviated my concerns and provided a prompt and informative service, and kept me up-to-date throughout the process.

Have you seen the outcome you were hoping for?

The process was far easier than I had anticipated and all my objectives were met.

What could they have done better?

I was very happy with the service I received.

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Ed

Cuertious, responsive, clear, and concise.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Neath Port Talbot

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

I was looking for a mortgage for my new house purchase.

How has Ed Price helped you?

Edward found me a great mortgage deal for my new property. He also provided me with life and property insurance.

Have you seen the outcome you were hoping for?

Yes we got a deal we were happy with, especially with the added complications being put in place due to COVID.

What could they have done better?

It was all handled well.

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Swansea

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

I was looking for a property and as a first time buyer I needed advice.

How has Ed Price helped you?

He did searches and give me an idea of what sort of budget I was looking at.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Ed was professional and was very informative with any information I needed.

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Swansea

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

I wanted to ensure I was saving adequately for the future

How has Ed Price helped you?

Edward offered great advice and is very knowledgeable, this has helped put things in place and I feel confident of my financial future.

Have you seen the outcome you were hoping for?

Yes, small changes have and will make a big impact on my financial future.

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Cardiff

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

Mortgage advice, pension advice and pension tranfer, investment and savings.

How has Ed Price helped you?

He gave me confidence to go ahaead with his advice and was honest with regards to what was best for me and my family even if it was staying with my current providers.

Have you seen the outcome you were hoping for?

Yes, extremely happy with the outcomes.

What could they have done better?

Nothing. Very happy with his advice.

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Neath Port Talbot

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

My fixed term mortgage had come to an end

How has Ed Price helped you?

I contacted Edward as I needed to re mortgage my property once the fixed term had come to an end. I had been putting it off and was rather daunted at the idea of going through everything myself. I am so glad that I decided to use Edward for the process. He took care of everything and was extremely efficient and professional. He explained things to me in a way I could understand and gave me plenty of options to move forward. The entire process was simple (for me) and I will definitely be using again in the future.

Have you seen the outcome you were hoping for?

I have a great new interest rate for my 2 year fixed and he even sorted out new life insurance as a few of my circumstances had changed

What could they have done better?

N/A

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Rhondda Cynon Taff

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

Buying my first house, looking for mortgage protection cover

How has Ed Price helped you?

I’d previously sought advice on mortgage protection cover elsewhere but didn’t really understand the information I was given. Ed was able to provide this information so that I understood it as well as helping me understand what would suit my needs best.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Neath Port Talbot

How has Ed Price helped you?

Helped me through the whole process of finding and meeting my needs. Made my first experience of using a financial adviser very pleasant.