Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 36 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 20 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 17 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 23 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 9 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Ed
A true gentleman, Ed was very professional and polite. Explanations were clear & concise . Would recommend his services.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Ed
Ed was super helpful with our retirement and Inheritance Tax planning after changes made in the last budget. He's always available and we would certainly recommend him for anyone needing help in this area. Ed, thank you very much.
Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Was looking to find an alternative option for the management of our investments
How has Ed Painter helped you?
Managed the efficient transfer of our portfolio from a previous investment management company and provided good guidance for deciding the appropriate risk profile for the ongoing management of our investments
Have you seen the outcome you were hoping for?
Yes, am happy with the way our portfolio of investments is being managed
What could they have done better?
Do not have any recommendations for improvement
Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were recommended by a family member
How has Ed Painter helped you?
Ed helped to plan our financial arrangements.
Have you seen the outcome you were hoping for?
We are just a few months into the new products, but so far things seem to be as expected
What could they have done better?
Nothing could have been better. All good.
Review
by a verified client in South Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was widowed and had two children to bring up.
How has Ed Painter helped you?
Ed has advised with diligence throughout and is friendly and approachable.
Have you seen the outcome you were hoping for?
Yes; I am happy with his advice and outcomes achieved.
What could they have done better?
I am very satisfied.