Edward Chandler

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

unhappy with service provided by previous financial advisor (St James Place)

How has Edward Chandler helped you?

comfort that funds in retirement plan will be sufficient, provision of robust cashflow model

Have you seen the outcome you were hoping for?

happy with advice, was hoping for better returns

What could they have done better?

nothing, very happy with overall service

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

To set up and move pension funds

How has Edward Chandler helped you?

Advised to what options were available and what portfolio were changing

Have you seen the outcome you were hoping for?

Yes

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

Having had a financial adviser for many years, Edward Chandler took over advising on my financial affairs when the previous adviser retired.

How has Edward Chandler helped you?

Edward's advice has shown a full understanding of my circumstances and my attitude towards risk. He was particularly helpful with his guidance when my husband passed away, ensuring that all investments at the time were monitored. His advice on further investments has been detailed and thorough.

Have you seen the outcome you were hoping for?

Edward's continued advice is as I hoped.

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

I have been with Edward Chandler since 1984! My wife and I were looking to purchase a new property, from our existing one, and Ed “cold canvassed “ us one day! It just so happened that we needed some financial advice, and the rest is history!

How has Edward Chandler helped you?

Since the time that we first met, 38+ years ago, I have considered Ed as friend, such has been the advice and help that he, and his other colleagues have given us. We cannot speak too highly of him, and his associates.

Have you seen the outcome you were hoping for?

Absolutely! We are now long retired, and enjoying the Autumn of our lives, made financially pleasurable by taking Ed’s advice!

What could they have done better?

We honestly cannot fault IFS in any way. We have also used other people, by Ed’s recommendation updating our respective wills and placing our property in trust. We would not have done this without the advice of Ed.

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

I have several small pensions that are of low value and I was looking to see how best to improve my overall income when I retire.

How has Edward Chandler helped you?

Advised which pensions to keep as they are and which to cash in so I could invest the lump sum and income elsewhere. Also helped me sort out beneficiaries etc.

Have you seen the outcome you were hoping for?

Yes, I now have a healthy pension pot and get regular weekly news feed via email.

What could they have done better?

Nothing, just wished I lived closer to their base