Edward Gibson

Pelican Financial Planning Limited

Edward's reviews

Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 2 )

Pensions ( 21 )

Retirement income (annuities, drawdown) ( 14 )

Investments and Savings ( 19 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 8 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 7 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 10 )

£200k - £500k ( 6 )

£100k - £200k ( 1 )

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Review

by a verified client in Northamptonshire

a month ago

Overall

Advice

Service

Value

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

The complexity of my pension situation, the desire to establish a retirement date and the requirement to understand the financial implications of eraly retirement.

How has Edward Gibson helped you?

Ed provided clarity around my pension position, liaised with my pension provider and undertook a financial planning exercise to demonstrate the effects of early retirement.

Have you seen the outcome you were hoping for?

Yes. I now have a plan, informed by facts that will enable me to make sensible decisions.

Edward:

Thanks for the feedback and your comments; glad to know that I've been able to help. Best wishes Ed

Review

by a verified client in Buckinghamshire

3 months ago

Overall

Advice

Service

Value

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

For pension advice. I already received his advice 3 years ago.

How has Edward Gibson helped you?

Ed was very thorough exploring all posibilites and explaining very well the complex world of pensions.

Have you seen the outcome you were hoping for?

Yes.

Edward:

Thanks so much for the review. Good to connect up again and glad I was able to provide all the answers you needed

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Edward

Ed was very professional and clear in his advice but at the same time has a warm and kind manner. He was able to take the complicated area of pensions and cut through the jargon and give me much needed clarity as to what would be the best way forwards for me.

Edward:

Thanks for the review and I'm glad I was able to help and to put your mind at rest

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Edward

A very useful initial meeting with Ed to discuss pension options and the planning and pension decisions I need to take in the near future. Eds approach was very engaging and I appreciated his advice.

Edward:

Thanks for the review, much appreciated; glad I was able to help Ed

First impression

by a VouchedFor user

9 months ago

Overall

Please provide a brief comment about your experience with Edward

Ed was so helpful and clarified in about twenty minutes a matter that had been so confusing for us. We had tried other financial advisors and hadn't been able to get a straight answer. It was such a relief to get simple, clear advice from Ed.

Edward:

Unfortunately pensions are not always easy to understand so I'm glad to have been able to help and thanks for the feedback. Ed