63 reviews | 2 verified advisers
Can't think of anything
Advice on current pension status
Yes
Yes
nothing, very happy with overall service
unhappy with service provided by previous financial advisor (St James Place)
comfort that funds in retirement plan will be sufficient, provision of robust cashflow model
happy with advice, was hoping for better returns
To set up and move pension funds
Advised to what options were available and what portfolio were changing
Yes
To make my savings work for me
Investing my pension lump sum.
Too early
Having had a financial adviser for many years, Edward Chandler took over advising on my financial affairs when the previous adviser retired.
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.
Edward's continued advice is as I hoped.