Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 54 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 40 )
Auto Enrolment ( 1 )
Investments and Savings ( 65 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 23 )
Long Term Care ( 11 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 42 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
( 3 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 16 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
Review
by a verified client in Cheshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had been with Adrian previously in his previous work life and we were not happy with the set up of the company after he left so looked for Adrian to move back with him.
How has Adrian Edwards helped you?
He has helped us with sound and progressive advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
We have been very happy since we moved to Sylvan and appreciate all advice provided by Adrian
Adrian:
Thanks Lesley, that's really appreciated and kind of you to say. Look forward to speaking again soon. Best wishes, AdrianReview
by a verified client in Somerset
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help me with my investments
How has Adrian Edwards helped you?
He has managed my investments really and I trust him implicitly to make the right decisions for me regarding my level of risk etc
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N?A
Adrian:
Hi Jo, Thanks so much for leaving me with a review. It's great to know you're happy with everything we do and I'll look forward to catching up again soon. Best wishes, AdrianReview
by a verified client in Surrey
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need for good advice for our pensions and investments.
How has Adrian Edwards helped you?
Adrian has advised us as we have required. He has a clear understanding of our situation. He has helped us select the right category of risk that we want to take with our investments. We have regular meetings with him. He gives me confidence that our affairs are in safe hands.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I can't think of anything he could have done better.
Adrian:
Hi Helen, Lovely to catch up with you and Ian and thank you for taking the time to leave us with a review of our service. It's great to hear you're happy with what we're doing for you and we appreciate your ongoing support. AdrianReview
by a verified client in Surrey
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Maximising returns on my penson and investments whilst minimising risk
How has Adrian Edwards helped you?
Ongoing financial investment advice. Determining the level of risk we wanted Tax advice. Investing funds whilst selling our property/moving into rented accommodation
Have you seen the outcome you were hoping for?
Fully. Very good returns at low risk
What could they have done better?
Not aware of any issues.
Adrian:
Hi Ian, Thanks so much for taking the time to leave us with a positive review of our Wealth Planning Service. It's a great confidence boost for the team to hear everyone is happy with everything that we do. AdrianReview
by a verified client in Lancashire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
professional advice
How has Adrian Edwards helped you?
quality of advice
Have you seen the outcome you were hoping for?
yes
What could they have done better?
good service as good as it gets
Adrian:
Hi Paul, Thank you for taking the time to leave us with a review of our service and it's great to hear you're happy with what we're doing for you. Hugely appreciated. Adrian