59 reviews | 2 verified advisers
Review for Edward Chandler
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.
Review for Edward Chandler
What were the circumstances that caused you to initially look for a financial adviser?
I have been with Edward Chandler since 1984! My wife and I were looking to purchase a new property, from our existing one, and Ed “cold canvassed “ us one day! It just so happened that we needed some financial advice, and the rest is history!
How has Edward helped you?
Since the time that we first met, 38+ years ago, I have considered Ed as friend, such has been the advice and help that he, and his other colleagues have given us. We cannot speak too highly of him, and his associates.
Have you seen the outcome you were hoping for?
Absolutely! We are now long retired, and enjoying the Autumn of our lives, made financially pleasurable by taking Ed’s advice!
What could they have done better?
We honestly cannot fault IFS in any way. We have also used other people, by Ed’s recommendation updating our respective wills and placing our property in trust. We would not have done this without the advice of Ed.
Review for Craig Chandler
What were the circumstances that caused you to initially look for a financial adviser?
To seek advice on consolidating a number of smaller pensions and changing the beneficiaries of a main pension.
How has Craig helped you?
Craig helped me to understand the pros and cons of drawdown at the earliest opportunity and to change the names of the beneficiaries on my main pension.
Have you seen the outcome you were hoping for?
The beneficiaries have been changed and Craig has given me instructions on how to proceed to obtain the value of a pension I can drawdown early.
What could they have done better?
Nothing
Review for Edward Chandler
What were the circumstances that caused you to initially look for a financial adviser?
I have several small pensions that are of low value and I was looking to see how best to improve my overall income when I retire.
How has Edward helped you?
Advised which pensions to keep as they are and which to cash in so I could invest the lump sum and income elsewhere. Also helped me sort out beneficiaries etc.
Have you seen the outcome you were hoping for?
Yes, I now have a healthy pension pot and get regular weekly news feed via email.
What could they have done better?
Nothing, just wished I lived closer to their base
Review for Craig Chandler
What were the circumstances that caused you to initially look for a financial adviser?
My father and grand father past away
How has Craig helped you?
My grand father passed away and then my father passed away while he was dealing with my grandads affairs, leaving myself to deal with both. Craig has been invaluable with his help & advice as I dealt with the estates, ensured my mothers pension income meets her needs, re-investing the inheritance and planning for the future.
Have you seen the outcome you were hoping for?
Yes I’m very happy with the outcome
What could they have done better?
Nothing
