Edward Gibson

Pelican Financial Planning Limited

Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 2 )

Pensions ( 20 )

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 ( 6 )

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 Buckinghamshire

a month 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

a month 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

2 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

7 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

Review

by a verified client in Oxfordshire

2 years ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

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

Reaching 55 and wanting advice on our plan for funding future retirement.

How has Edward Gibson helped you?

Reviewed our existing financial plan, suggested tweaks and reviewed current pension contracts for suitability.

Have you seen the outcome you were hoping for?

Yes. It’s been helpful to review and understand our steps for the future.

What could they have done better?

Nothing.