Edward's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 24 )
Equity Release ( 7 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 10 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 8 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 6 )
£100k - £200k ( 4 )
Up to £50k ( 3 )
£50k - 100k ( 4 )
Review
by a verified client in London
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To seek advice on retirement income and inheritance planning
How has Edward Richardson helped you?
Edward has worked as my financial advisor for over 10 years. He is extremely knowledgeable and his advice and recommendations have been invaluable to me. He clearly explains the reasons for his actions and provides a personal service which I appreciate.
Have you seen the outcome you were hoping for?
Whilst Edward has been managing my financial portfolio I have been extremely pleased with the work he has done on my behalf. In fact after Edward moved to another company I actively sought him out because without Edward looking after my portfolio the overall value declined. With the portfolio Edward has put in place for me, the return on my investments significantly exceeds the industry norm, and as such allows me to maintain my capital investment whilst taking out a significant income from the interest.
What could they have done better?
I can't think of anything. I'm really pleased with the work he does for me
Review
by a verified client in Kent
4 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
Was considering early retirement and wanted to consolidate our Investments and Pension Plans into funds that matched our attitude to risk profiles and to be advised if income/expenditure projections would exceed my and my wife's lifetime financial requirements
How has Edward Richardson helped you?
Edward has used his extensive knowledge, experience and broad expertise to continually help us streamline our financial portfolio and produce forward lifetime financial planning models for us. This has given us the financial assurance to enjoy the standard of living during our early retirement that we desire whilst future proofing our financial portfolio in line with our attitude to risk.
Have you seen the outcome you were hoping for?
Yes, over the 4 years that we have been Edwards clients , from a performance perspective, we have seen funds we are invested in over perform their respective market indexes, our portfolio simplified in line with our attitude to risk. In terms of communication Edward is extremely prompt in responding, professional and courteous. He has a wealth of knowledge and takes time to explain in easy to understand language .
Edward:
Thank you for your kind and thoughtful review. It’s been a pleasure working with you over the past four years. I’m so pleased to hear that the financial planning models and investment strategies we’ve implemented have given you the confidence to enjoy your early retirement while securing your financial future. Your feedback about the performance of your investments, as well as my communication and approach, means a great deal to me. Thank you for your trust and for allowing me to support you. With warmest regards, EdwardFirst impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Edward
Always professional, providing best service.
Review
by a verified client in Gloucestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lack of workplace pension
How has Edward Richardson helped you?
Set up a private pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Edward was brilliant
Edward:
Thank you for taking the time to share your thoughts and provide such positive feedback. It’s wonderful to hear that you were happy with the service I provided and that you’ve seen the outcome you were hoping for. If there’s ever anything more I can do to support you or if you have additional questions about your financial planning, please don’t hesitate to reach out. Thank you again for your kind words—it means a great deal to me. Warm regards, EdwardFirst impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Edward
I have only had one Zoom meeting with Edward so far but found him to be very personable and very easy to understand. Having previously had an unsatisfactory experience with another financial Edward was very patient and considered in his approach
Edward:
Thank you so much for taking the time to share your kind feedback! I'm delighted to hear that you found our initial Zoom meeting both personable and easy to follow. It's always my goal to ensure clients feel comfortable and fully informed every step of the way. I’m sorry to hear about your previous experience, but I truly appreciate your trust in giving me the opportunity to assist you. I look forward to continuing our journey together and helping you achieve your financial goals. Please don’t hesitate to reach out if you have any questions or need further support before our next meeting. Warm regards, Edward