63 reviews | 2 verified advisers

Selection of recent reviews. Read all reviews

Review for Edward Chandler

May 2025

What could they have done better?

Can't think of anything

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

Advice on current pension status

How has Edward helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

Review for Edward Chandler

December 2024

What could they have done better?

nothing, very happy with overall service

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

unhappy with service provided by previous financial advisor (St James Place)

How has Edward helped you?

comfort that funds in retirement plan will be sufficient, provision of robust cashflow model

Have you seen the outcome you were hoping for?

happy with advice, was hoping for better returns

Review for Edward Chandler

December 2024

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

To set up and move pension funds

How has Edward helped you?

Advised to what options were available and what portfolio were changing

Have you seen the outcome you were hoping for?

Yes

Review for Craig Chandler

December 2024

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

To make my savings work for me

How has Craig helped you?

Investing my pension lump sum.

Have you seen the outcome you were hoping for?

Too early

Review for Edward Chandler

February 2024

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

Having had a financial adviser for many years, Edward Chandler took over advising on my financial affairs when the previous adviser retired.

How has Edward helped you?

Edward's advice has shown a full understanding of my circumstances and my attitude towards risk. He was particularly helpful with his guidance when my husband passed away, ensuring that all investments at the time were monitored. His advice on further investments has been detailed and thorough.

Have you seen the outcome you were hoping for?

Edward's continued advice is as I hoped.