Scott's reviews
Reviewed for
Insurance and Protection ( 13 )
Pensions ( 100 )
Retirement income (annuities, drawdown) ( 69 )
Investments and Savings ( 72 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 50 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 67 )
Financial Mentoring ( 14 )
Financial Coaching ( 8 )
( 4 )
Reviewers' assets
£500k+ ( 24 )
£200k - £500k ( 21 )
£100k - £200k ( 14 )
Up to £50k ( 6 )
( 1 )
£50k - 100k ( 11 )
Review
by a verified client in West Yorkshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We didn't feel comfortable negotiating the minefield of our different pension options, and as I was coming up to retirement, I needed expert advice on suitable options
How has Scott Edwards helped you?
Scott has helped to consolidate our pensions, and found a previously unknown workplace pension. Also advised on risk, and investments
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Surrey
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed pensions advice.
How has Scott Edwards helped you?
He sorted our various pensions out into two individual pensions.
Have you seen the outcome you were hoping for?
Yes. We are happy with the performance of our pension funds.
What could they have done better?
Nothing.
Review
by a verified client in North Yorkshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions
How has Scott Edwards helped you?
Legislation & advise Directed us to obtain a buy to let mortgage
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in West Yorkshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
An inheritance
How has Scott Edwards helped you?
Planning for retirement. advice on investments
Have you seen the outcome you were hoping for?
Yes, better than expected.
What could they have done better?
Nothing
Review
by a verified client in Yorkshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Choosing early retirement
How has Scott Edwards helped you?
Scott immediately understood my current circumstances and future wishes. He explained various options and clearly outlined his recommendations once he had taken on board my concerns and ambitions
Have you seen the outcome you were hoping for?
Yes, in fact my current financial situation is better than I had anticipated
What could they have done better?
I cannot think of any way in which Scott could have performed better