Edward Midgley

Edward Midgley

PSG Wealth Management Ltd

Edward's reviews

Reviewed for

Insurance and Protection ( 8 )

Mortgages ( 4 )

Pensions ( 42 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 21 )

Investments and Savings ( 26 )

Pension Transfers - Non Specialist ( 15 )

Inheritance Planning ( 9 )

Long Term Care ( 6 )

Pension Transfers - Specialist ( 11 )

Financial Planning ( 24 )

Financial Mentoring ( 6 )

Financial Coaching ( 4 )

( 1 )

Reviewers' assets

£500k+ ( 3 )

£200k - £500k ( 10 )

£100k - £200k ( 10 )

Up to £50k ( 5 )

£50k - 100k ( 6 )

Repeat review

by a verified client in Tyne and Wear

10 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Edward Midgley helped you since your last review?

Ed is always a great help. He offers a top quality service for financial peace of mind

Edward:

Thanks very much for taking time to leave a review - it is much appreciated.
Review

by a verified client in Tyne and Wear

15 days ago

Overall

Advice

Service

Value

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

Our current life policy was due to expire

How has Edward Midgley helped you?

He advised us on which policy would be best for our stage of life

Have you seen the outcome you were hoping for?

Yes, we have got a policy which suits us both

What could they have done better?

N:A

Edward:

Thanks so much for taking the time to leave a review
Repeat review

by a verified client in Northumberland

a month ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Edward Midgley helped you since your last review?

We have now had our first annual review with Ed. This was to discuss our investments, pension and planning for retirement. Ed went through everything carefully, explaining each stage in depth. Given the volatility of the market at present, we felt reassured by Ed about our investments. Ed always offers explanations to things we are unsure of and continues to provide us with a convenient, reliable, excellent service.

Edward:

Thanks very much for taking the time to leave a review. Kind Regards, Ed
First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Edward

Very clear information given and very professional

Edward:

Thanks you very much for taking the time to leave a review. Kind Regards, Ed
Repeat review

by a verified client in Tyne and Wear

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Edward Midgley helped you since your last review?

We updated Ed with our latest financial position and we will be taking his advice.

Edward:

Thanks very much for taking the time to leave a review. Kind Regards, Ed