Edward's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 2 )
Pensions ( 44 )
Retirement income (annuities, drawdown) ( 27 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 9 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 10 )
£100k - £200k ( 3 )
( 1 )
£50k - 100k ( 2 )
Review
by a verified client in Merseyside
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was seeking advice regarding the transfer of a Final Salary Pension Scheme.
How has Edward Brown helped you?
Ed demonstrated an excellent understanding of all aspects of Pensions. Final Salary Pensions are particularly complex but Ed's knowledge and ability to provide advice in a simple and concise manner was invaluable.
Have you seen the outcome you were hoping for?
Yes - my Final Salary Pension was transferred successfully.
What could they have done better?
Nothing - I would have no hesitation in recommending Ed.
First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Edward
Friendly and easy to talk to. Knowledgeable and very good understanding of our situation. Great advice and no hard sell.
Review
by a verified client in Buckinghamshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sought specialist advice when approaching retirement
How has Edward Brown helped you?
He has provided appropriate advice which has been extremely helpful at this important stage of life.
Have you seen the outcome you were hoping for?
Yes
First impression
by a VouchedFor user
2 years ago
Overall
Please provide a brief comment about your experience with Edward
Edward was very helpful and informative
Review
by a verified client in Herefordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice regarding a final salary pension transfer, & the transfer of my wife's private pensions, to allow us to flexibly drawdown, so as to invest in buy to let properties
How has Edward Brown helped you?
His advice & guidance has helped us to transfer our pensions into the perfect growth vehicles, enabling us to drawdown from our pension pots at the right time, to allow us to build a buy to let property portfolio
Have you seen the outcome you were hoping for?
Against a background of significant global market turmoil, we achieved our goal of early retirement in June 2021
What could they have done better?
There's was only one issue where an administrative mistake was made, not of Edward's doing; but the way he handle the problem when brought to his attention, was professional, fair minded & expediant. Mistakes in life can happen, but the impressive way it was handled only increased our confidence in Edward