0330 038 8942
Based in Loughton
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2018
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Edward is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Edward's status
Last checked: 09 March 2025
Edward is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Edward's status
17
Recent Client Reviews
Edward has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Edward has received 17 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 08 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Edward has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Edward has provided information on their typical fees
Edward has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
69
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Edward (based on 69 first impressions)
96% of users who are not yet clients had a positive first experience with Edward
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Edward (based on 69 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Edward is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Edward's status
Last checked: 09 March 2025
Edward is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Edward's status
17
Recent Client Reviews
Edward has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Edward has received 17 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 08 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Edward has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Edward has provided information on their typical fees
Edward has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
69
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Edward (based on 69 first impressions)
96% of users who are not yet clients had a positive first experience with Edward
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Edward (based on 69 first impressions)
I joined The Private Office in 2016 as an adviser, when it acquired PQR Financial planning. Prior to this i have worked in private equity, business training, and for a large city wealth planner so have plenty of experience and knowledge within the financial sector. I provide a comprehensive initial and ongoing financial planning service to my clients, who are predominantly high net worth individuals and entrepreneurs. I hold the Diploma in Financial Planning and have over 9 years’ experience in advising clients. Outside of work, most of my time is taken up by my young family, but when time permits I enjoy playing and watching sport and am a ‘reluctant’ marathon runner.
Offers available through VouchedFor
Contact Edward through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Edward's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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