An initial need for guidance and direction in our financial planning and budgetary organisation.
In addition to earlier advice, with respect to insurance and mortgage finance, Ed has provided us with advice about investments and retirement income matters for us in later years. Ed takes great care to ensure that we understand the points he is making, during our annual review, keeping us up to date with all aspects of our finances
Since utilising Ed's firm we have felt more relaxed and comfortable with the overall state of our finances. He always ensures we are aware of the options available and the implications attached to them; aiding us to achieve, what we feel are, excellent returns in accordance with our chosen levels of risk.
Nothing that comes to mind. Even the coffee and biscuit treats are of a very high standard. Ed always makes us feel comfortable and relaxed. After each meeting we can come away feeling ever more confident that things financially are going well.
Review and perceived requirement for adjustment to our overall finances management.
We have used the practise for many years and Craig has since joined his father in the business and has provided detailed and updated information on a wide range of our various investments. He has assisted greatly with walk through of modern computer based tools for investment platform monitoring.
Yes. Improvements to our investment package returns
Nothing . Craig is a courteous and very helpful young man who does all he can to achieve the best results for our needs.
Taking early retirement. Changes to family circumstances.
Clear advice having listened carefully to what i wanted to achieve, followed by practical help in getting the changes done.
By and large, yes ... which given the impact of Brexit, Covid, and the state of the world generally, is a good result.
It is beyond their remit to reverse Brexit, cure Covid and dismantle the Trump / Johnson legacy.
i needed a reliable and trustworthy advisor to help me with my financial planning 30 years ago and i found this in Ed Chandler
He assisted me i all in all aspects which included mortgages, insurances, investments, pensions and inheritance tax guidence
i have been more than impressed with the outcome of all the work he has done for me
nothing that i can think of
We were looking for tax efficient investment advice.
After a comprehensive assessment of our circumstances and investment goals a number of potential solutions were presented.
The suggested solution that we opted for fully met our investment goals.
We were fully satisfied with Ed’s advice. We would have no hesitation in wholeheartedly recommending Ed and his team.