65 reviews | 2 verified advisers
Review for Craig Chandler
What could they have done better?
Nothing. Done everything I have asked for and provided me with confidence that I will achieve goals
What were the circumstances that caused you to initially look for a financial adviser?
Lack of clarity over legacy work place pensions
How has Craig helped you?
Helped understand what I have and what I should be doing
Have you seen the outcome you were hoping for?
Yes
Review for Edward Chandler
What could they have done better?
I don’t think they could as I’ve said our relationship is excellent with the guys
What were the circumstances that caused you to initially look for a financial adviser?
We were recommended to a pervious advisor who retired therefore our business was transferred to Ed and his son Craig, We were hesitant to the change initially,but after speaking to the guys it was obvious from the start that they were clued up on all the financial aspects that we were looking for.
How has Edward helped you?
Planned my wife and my retirement portfolio with extreme professionalism
Have you seen the outcome you were hoping for?
I would say not but this is not down to the guys ,the markets have been so volatile we are more than happy how Ed and Craig has explained in detail the reasons and possible outcomes.
Review for Edward Chandler
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
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
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
