55 reviews | 2 verified advisers

Selection of recent reviews. Read all reviews

Review for Craig Chandler

October 2021

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

My father and grand father past away

How did Craig help 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

Review for Edward Chandler

October 2021

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

My father passed away & my grand father passed away

How did Edward help you?

My father passed away while in the process of handling my grand fathers financial affairs, leaving me to manage both, Ed’s advice has been invaluable in helping me through this time, managing investments, inheritance and helping me to ensure my mother and grandmothers pensions & financial affairs are in order

Have you seen the outcome you were hoping for?

Yes I am very happy with the outcome

What could they have done better?

Nothing

Review for Craig Chandler

May 2021

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

Early retirement.

How did Craig help you?

Sorted out my finances to be able to retire without worrying about my income.

Have you seen the outcome you were hoping for?

Yes it has really benefited my wife and I. Without there advice we would not be in the healthy position we now find ourselves in.

What could they have done better?

In my opinion they did everything possible to help us in our situation.

Review for Edward Chandler

May 2021

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

I had taken early retirement and needed financial advice because of this.

How did Edward help you?

He organised my pension and also advised how to invest my savings into a bond.

Have you seen the outcome you were hoping for?

Definitely yes.

What could they have done better?

They were very clear on all advice given.

Review for Edward Chandler

April 2021

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

Desire to leave work early and before my full pension term

How did Edward help you?

Came up with game- changing ideas that gave us real alternative options and helped us to escape from work and start three lifestyle businesses!

Have you seen the outcome you were hoping for?

Generally yes......though COVID has slowed progress to an extent

What could they have done better?

Perhaps strengthen their awareness of ways to raise commercial finance