Edward Downey

What were the circumstances that caused you to initially look for an adviser?

Initially was after my divorce about 8 years ago

How has Edward Downey helped you?

Very helpful as always

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Review of my finances when my circumstances changed ie retirement, inheritance

How has Edward Downey helped you?

Reviewed my investments and advised on how I could make these work more productively

Have you seen the outcome you were hoping for?

Has only been 1 year and my investment is for a 5 year period. Unpredicted world events have had an impact on financial markets.

What could they have done better?

Unsure - I believe this will improve in the long term

What were the circumstances that caused you to initially look for an adviser?

Planning for my financial future to ensure I am financially independent.

How has Edward Downey helped you?

Ed has given me exceptional impartial advice. He got to know me and my individual circumstances to provide the best advice for me.

Have you seen the outcome you were hoping for?

So far so good, but time will tell.

What were the circumstances that caused you to initially look for an adviser?

My main requirement was help in investing my money, in order to help accrue a higher monetary return than my bank is currently offering.

How has Edward Downey helped you?

Ed has given excellent, pressure free advice on options available to me. His thorough and caring approach has given me complete confidence that he has his clients best interests at heart.

Have you seen the outcome you were hoping for?

So far, so good. With Ed's support, he has made the process (which can appear complicated and stressful) hassle free.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

I needed advice with my finances. the best way to invest into ISAs and Pension provisions. Ed was my contact

How has Edward Downey helped you?

Ed has explained the benefits of investing money into the various ISA and pensions, answered any questions I have in a simple and easy to understand way and also provided information that gives me the confidence that he is working with my best interests in mind.

Have you seen the outcome you were hoping for?

it is too early to see the outcome of funds invested into pensions but I have confidence in Ed.