Top Rated Firm 2025
5528 reviews | 52 verified advisers
Review for Edward Tudor
What could they have done better?
Nothing; I received all the answers and guidance I asked for.
What were the circumstances that caused you to initially look for a financial adviser?
Retiring from work and needing to decide how to manage a final-salary pension and a money-purchase pot for investment
How has Edward helped you?
He reviewed my financial situation and provided options for the investment element with varying levels of risk and potential reward. I was able to make an informed choice about splitting the pot between two investment strategies.
Have you seen the outcome you were hoping for?
Broadly yes. Having recently moved all investments to a fully-managed scheme I need to wait to confirm that the higher charges are outweighed by a higher return.
Review for Edward Tudor
What could they have done better?
?
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Edward helped you?
He has built trust, spent time explaining things to me, and made the administration aspect (one of my pet hates) easy.
Have you seen the outcome you were hoping for?
Yes - my funds are growing better than I expected.
Review for Ellie Jarvis
What could they have done better?
I have no concerns
What were the circumstances that caused you to initially look for a financial adviser?
To consolidate my pensions
How has Ellie helped you?
Consolidated my pensions and helped setting up my SIPP
Have you seen the outcome you were hoping for?
This is an ongoing development with my SIPP
Review for Edward Tudor
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
As part of our accounts' annual review, Ed outlined our financial position and explained the differences in the performances of our SIPP and our ISAs, to our complete satisfaction. Our retirement funds have progressed very well and we are happy with how Ed and the company have handled everytrhing.
How has Edward helped you?
His advice has reinforced our confidence in the security and performance of our investments.
Have you seen the outcome you were hoping for?
Absolutely. Despite a dozen years of taking an income and withdrawing funds for a couple of special expenses, our fund total is still more than we started with.
Review for Steffan Alemanno
What could they have done better?
I am happy with the current service
What were the circumstances that caused you to initially look for a financial adviser?
To provide an overview on my future financial security
How has Steffan helped you?
Reviewed my assets to assess my future financial security
Have you seen the outcome you were hoping for?
Yes
