Edward Midgley

Edward Midgley

PSG Wealth Management Ltd

Edward's reviews

Reviewed for

Insurance and Protection ( 9 )

Mortgages ( 4 )

Pensions ( 45 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 23 )

Investments and Savings ( 29 )

Pension Transfers - Non Specialist ( 16 )

Inheritance Planning ( 11 )

Long Term Care ( 6 )

Pension Transfers - Specialist ( 11 )

Financial Planning ( 27 )

Financial Mentoring ( 6 )

Financial Coaching ( 4 )

( 1 )

Reviewers' assets

£500k+ ( 3 )

£200k - £500k ( 10 )

£100k - £200k ( 10 )

Up to £50k ( 5 )

£50k - 100k ( 8 )

Repeat review

by a verified client in Tyne and Wear

15 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?

He has given me confidence in the long term plan

Edward:

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

by a verified client in Tyne and Wear

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?

Ed is very easy to talk to and he explains his financial advice in a very straightforward way. We have been very pleased with all of the services provided.

Edward:

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

by a verified client in Tyne and Wear

a month ago

Overall

Advice

Service

Value

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

Equity release

How has Edward Midgley helped you?

Make equity release application

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Edward:

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

by a verified client in Tyne and Wear

2 months ago

Overall

Advice

Service

Value

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

Close to retirement pension advice

How has Edward Midgley helped you?

Constructive pension advice moving existing for higher yield

Have you seen the outcome you were hoping for?

Start of process

Edward:

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

by a verified client in Durham

2 months ago

Overall

Advice

Service

Value

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

Sale of property

How has Edward Midgley helped you?

Given advice on investing

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Edward:

Thank you for taking the time to leave a review. Kind Regards, Ed