Reviewed for
Insurance and Protection ( 1 )
Pensions ( 43 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 44 )
Auto Enrolment ( 1 )
Investments and Savings ( 58 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 8 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 28 )
Financial Mentoring ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 20 )
£100k - £200k ( 9 )
£50k - 100k ( 4 )
Up to £50k ( 5 )
Client reviews
First impression from a user who is not yet a client
July, 2024
Overall
Please provide a brief comment about your experience with Edward
Edward has presented himself as a very capable financial adviser and speaks in terms that are easily understood, which is a first from our experience. He is a great communicator and flexible, always making himself available to fit our busy lifestyles. We look forward to hearing his proposals for our retirement planning
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Inheritance on the death of my mother.
How has Edward Tudor helped you?
By carrying on my mother's investments.
Have you seen the outcome you were hoping for?
Last years markets were not helpful. This years should be better.
What could they have done better?
Possibly by investing in quicker rising investments.
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Commutation of pension on retirement
How has Edward Tudor helped you?
Ed has always offered sound advice in an understandable way
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
more contact
First impression from a user who is not yet a client
April, 2024
Overall
Please provide a brief comment about your experience with Edward
I have spoken with Ed several times and always found him to be knowledgeable, courteous and able to explain complex matters in a way I understand without pressure.
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
We had many small pension pots and wanted advice on combining them and optimising our returns.
How has Edward Tudor helped you?
He consolidated our pensions into single accounts and advised on investing to achieve our objectives for retirement.
Have you seen the outcome you were hoping for?
Yes
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Wiltshire
What were the circumstances that caused you to initially look for an adviser?
Received an inheritance.
How has Edward Tudor helped you?
Varied and responsive and broad financial advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
First impression from a user who is not yet a client
March, 2024
Overall
Please provide a brief comment about your experience with Edward
Edward was very personable and explained all the possible options clearly and succinctly
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
I wanted to take early retirement and after discussing options with Ed and his colleagues we came to the conclusion that both my wife and I could actually retire early.
How has Edward Tudor helped you?
He has laid out clear financial options and has always answered questions in a clear and easy to understand manner.
Have you seen the outcome you were hoping for?
So far, absolutely.
What could they have done better?
Nothing comes to mind.
First impression from a user who is not yet a client
February, 2024
Overall
Please provide a brief comment about your experience with Edward
Very good first impressions, providing independent and professional service that provides reassurance when seeking retirement planning advice. Looking forward to building on this in the coming months/years.
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Edward Tudor helped you?
Good honest discussion outlining various options understanding risk
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure
First impression from a user who is not yet a client
February, 2024
Overall
Please provide a brief comment about your experience with Edward
Friendly & informative
First impression from a user who is not yet a client
February, 2024
Overall
Please provide a brief comment about your experience with Edward
So far I have had a short video meeting with Ed to understand the service he can provide. He was polite and helpful throughout, and a very patient and attentive listener. He explained clearly what he can offer in terms of financial advice to someone in my position.
First impression from a user who is not yet a client
February, 2024
Overall
Please provide a brief comment about your experience with Edward
Edward has provided an excellent start for helping me to understand my retirement needs - he has been thorough in explaining the modelling process and how it works, and what the results mean for me. I feel much more reassured that I will be financially stable as I look to stop working.
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Retirement. TPO advisor came to company retirement seminar.
How has Edward Tudor helped you?
Yes…..very reassuring, help with markets, and good advice on my wife’s pension.
Have you seen the outcome you were hoping for?
Not really. After 6 years draw down, my balance is just above my initial input, minus draw down.
What could they have done better?
I don’t think Ed could have done anything better, he has been very professional, always available and helpful. The investment itself has not been as good as I was led to believe at inception but that was nothing to do with Ed. My contact at that time was Mike Baggely.
First impression from a user who is not yet a client
January, 2024
Overall
Please provide a brief comment about your experience with Edward
Good first contact. Awaiting form to fill out.
Review from verified client
January, 2024
Overall
Advice
Service
Value
Based in Northumberland
What were the circumstances that caused you to initially look for an adviser?
To educate me in financial planning and understanding my needs for the future.
How has Edward Tudor helped you?
Yes, Ed has helped simplify the situation and increased my understanding of finance and tax for retirement purposes.
Have you seen the outcome you were hoping for?
Due to Covid and other political circumstances its been pretty tough, but things appear to be more in line with what I was hoping for now.
What could they have done better?
N/A. He's very approachable and knowledgeable which is what I needed.
First impression from a user who is not yet a client
January, 2024
Overall
Please provide a brief comment about your experience with Edward
Concise but outlined the process well
First impression from a user who is not yet a client
January, 2024
Overall
Please provide a brief comment about your experience with Edward
Edward was particularly helpful in helping to answer some important questions relating to my pension, which I was unable to seek an answer from via my Accountant. He comes across as very knowledgeable in investment advise so would recommend speaking with him to help you plan your financial future.
Review from verified client
January, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Employer-provided advisor retired, employer decided not to replace
How has Edward Tudor helped you?
Very patient in answering questions and exploring options
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can’t think of anything
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
pension consolidation
How has Edward Tudor helped you?
it would have been impossible to achieve the same outcome on my own. his experience and knowledge are invaluable
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing on their own although it feels to me like the pension industry is broken and requires forward thinking and more Edwards in it.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I had a lump sum from retiring, and I needed to use it well
How has Edward Tudor helped you?
Given me guidance throughout
Have you seen the outcome you were hoping for?
for sure
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Berkshire
What were the circumstances that caused you to initially look for an adviser?
I had an old inflexible pension scheme and needed to re-invest the funds and Ed advised me on a suitable scheme.
How has Edward Tudor helped you?
Ed has recommended regular rebalancing of the portfolio and I trust his advice.
Have you seen the outcome you were hoping for?
Yes, my pension pot has grown under his management.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Consolidation of pensions
How has Edward Tudor helped you?
giving easy to understand advice.
Have you seen the outcome you were hoping for?
Yes
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Fife
What were the circumstances that caused you to initially look for an adviser?
Needed retirement advice and planning
How has Edward Tudor helped you?
Ed has been great. He provides really clear information- I understand what my situation is and what my options are. His advice is very sensible and straightforward. I feel I can trust him. He is very responsive and this is really helpful and reassuring, knowing he is there to advise if needed.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Partial retirement
How has Edward Tudor helped you?
Excellent clear communication
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nil
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Edward Tudor helped you?
Given me good advice and always at hand when I have any financial questions
Have you seen the outcome you were hoping for?
Considering the current economical climate yes
What could they have done better?
Not sure
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Middlesex
What were the circumstances that caused you to initially look for an adviser?
Better investment of my pension
How has Edward Tudor helped you?
Ed was very easy to talk to. He understood my situation and requirements. He explained the options open to me in a manner that I could easily understand
Have you seen the outcome you were hoping for?
Yes, in spite of a challenging market my financial situation has improved. I’ve been extremely happy with the advice Ed has given and the service I have received.
What could they have done better?
Nothing really Ice been very happy with the support and online access to view the progress of my funds
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I needed to transfer some pensions following a financial settlement
How has Edward Tudor helped you?
Edward discussed options, formulated a plan, explained benefits well & arranged the transfers. He has checked in with me & helped to consolidate existing additional pensions. At the time I first had contact with Edward we were in the throws of a pandemic & he had to conduct meetings outside at a safe distance, which were done with care & discretion.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I was being made redundant and using the change in circumstances to assess long-term retirement/savings/pension options
How has Edward Tudor helped you?
Ed provided financial modelling that showed what the future might look like and we agreed an investment of a lump sum in 2023 with a view to further invest in 2024. he showed me what the implications of the choices I made might be thus giving me confidence in my decisions
Have you seen the outcome you were hoping for?
Broadly yes. Ed provided financial modelling that showed what the future might look like and we agreed an investment of a lump sum in 2023 with a view to further invest in 2024
What could they have done better?
Some of the future modelling was a little difficult to understand without explanation
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
Thinking ahead course's arranged via employer.
How has Edward Tudor helped you?
Returned calls quickly and answered all my enquiries efficiently and professionally.
Have you seen the outcome you were hoping for?
Yes
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I inherited the advisor on the death of my mother, and chose to remain with the same advisor.
How has Edward Tudor helped you?
1 year - but was involved in my mother's affairs. She was all but 99 when she died, and had the capacity of someone of her age. Edward was very patient with her.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
The 'platform' information can be hard to understand to someone not brought up in financial matters.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Retired with a lump sum I wanted to invest and maximise growth
How has Edward Tudor helped you?
Impartial expert advice and updating my portfolio to achieve my goals
Have you seen the outcome you were hoping for?
Not really but this is due to wirld economics, Covid, War in Ukraine rather than poor advice. I haven't seen my investment decline which is a positive
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Money from the sale of a property
How has Edward Tudor helped you?
Professional and informative and has acted on topics discussed and kept me updated
Have you seen the outcome you were hoping for?
Not as yet due to world events
What could they have done better?
As yet nothing
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Looking for best place to invest money
How has Edward Tudor helped you?
Given impartial advice
Have you seen the outcome you were hoping for?
Not quite not Edward’s fault. Not enough growth in investment
What could they have done better?
Nothing
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
As I was approaching retirement I want to ensure I had plans in place to provide pension income for the next 30+ years. I also wanted to look at ways for my savings to grow to provide additional income and security.
How has Edward Tudor helped you?
Ed took me through the various investment opportunities, the potential growth of each and the risk levels involved with them. From this I was able to select appropriate investment vehicles to tie in with my short/long term goals. We have an annual review to look at performance and discuss the strategy and tweak it if necessary. However, he is easy to contact and resp[onds quickly to any questions or concerns outside of the review.
Have you seen the outcome you were hoping for?
I now have a portfolio in place, with funds split according to short/long term goals and risk levels. As these are linked to stock market performance, events such as Covid, the Russian invasion of Ukraine and Global Inflation have impacted growth levels, but I believe the investments have still performance better than if they were just saved in a bank/building society.
What could they have done better?
Ed has done pretty much what I was expecting. The only small thing could be a Quarterly or Bi-Annual review to look at which investments vae performed well, and which haven't, so as to make tweaks at that point, as annual reviews can seem a long time.
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
On retirement, I needed expert financial advice on investing my pension and other funds to provide a retirement income.
How has Edward Tudor helped you?
Ed has provided the guidance I need to ensure my pension investments provide the income I need while retaining as much of their value as possible without too much risk.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing: totally satisfied.
First impression from a user who is not yet a client
November, 2023
Overall
Please provide a brief comment about your experience with Edward
Ed answered all our questions clearly and professionally. We are confident that this is the start of a mutually beneficial business relationship.
First impression from a user who is not yet a client
November, 2023
Overall
Please provide a brief comment about your experience with Edward
Very clear, excellent explanation
Review from verified client
October, 2023
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Retirement, needed advice about what to do with my pension pot.
How has Edward Tudor helped you?
He has advised on where to invest money based on my attitude towards risk
Have you seen the outcome you were hoping for?
Not yet due to market conditions.
What could they have done better?
Not sure
First impression from a user who is not yet a client
October, 2023
Overall
Please provide a brief comment about your experience with Edward
Great very straight forward and helpful
First impression from a user who is not yet a client
October, 2023
Overall
Please provide a brief comment about your experience with Edward
Edward is efficient and personable. He listened carefully to what our requirements are.
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Inherited money in the past few years
How has Edward Tudor helped you?
Ed has helped me to set up an investment portfolio to fit my personal circustances
Have you seen the outcome you were hoping for?
The markets have been difficult during the past 12, month so globally investments have not performed as they would
What could they have done better?
Nothing
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I took voluntary redundancy from my previous employer which gave me a lump sum I wanted to invest.
How has Edward Tudor helped you?
Ed has been great from the outset at explaining all the options, looking at the wider financial situation and advising accordingly. He explains the complexities in an easy to understand and helpful way and has given great support and advice generally over the years.
Have you seen the outcome you were hoping for?
Yes - it’s given me the opportunity to invest the lump sum and withdraw and add to it along the way.
What could they have done better?
I can’t think of anything here
First impression from a user who is not yet a client
August, 2023
Overall
Please provide a brief comment about your experience with Edward
Although my wife and I have only had a brief conversation with Edward, we were very happy with his response. He was very clear in his expectations, and listened to our requirements, and understands what we are looking for, We hope to continue to work with him.
First impression from a user who is not yet a client
August, 2023
Overall
Please provide a brief comment about your experience with Edward
Very clear, not pushy, punctual and very pleasant opening conversation.
First impression from a user who is not yet a client
August, 2023
Overall
Please provide a brief comment about your experience with Edward
Very easy to talk to, seemed knowledgeable about his area of expertise, and was good at gauging what my needs are going to be.
First impression from a user who is not yet a client
August, 2023
Overall
Please provide a brief comment about your experience with Edward
Excellent first meeting. Very knowledgeable and kept to the brief.
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
A lump sum on retirement which I needed to invest wisely but with simple access should I need the money.
How has Edward Tudor helped you?
Excellent advice in all areas of enquiry explained in simple terms.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing as far as I am concerned.
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
My Wife and I retiring early from work.
How has Edward Tudor helped you?
Financial planning and retirement income. Pension advice and monitoring deferred pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
First impression from a user who is not yet a client
June, 2023
Overall
Please provide a brief comment about your experience with Edward
Patient, clear & knowledgeable
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Pension seminars at work
How has Edward Tudor helped you?
Given advice and explanations on my investment.
Have you seen the outcome you were hoping for?
No. The value of my investment has not performed as well as I would have hoped due to world events ie covid and war.
What could they have done better?
Nothing
Review from verified client
May, 2023
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Pension advice and drawdown and investments
How has Edward Tudor helped you?
Steady straightforward advice without fancy bells and whistles.
Have you seen the outcome you were hoping for?
Not much growth in last 5 years for obvious volatility
What could they have done better?
Not a lot.
Review from verified client
May, 2023
Overall
Advice
Service
Value
Based in Herefordshire
What were the circumstances that caused you to initially look for an adviser?
Looking at options available to me regarding a company pension that didn't allow me access to funds when I needed.
How has Edward Tudor helped you?
Ed has been brilliant at explaining all the options available and also good highlighting risks, something Ed was aware that I am averse to.
Have you seen the outcome you were hoping for?
Yes, the outcome has been successful, my plan is performing well.
What could they have done better?
Nothing comes to mind.
First impression from a user who is not yet a client
April, 2023
Overall
Please provide a brief comment about your experience with Edward
I found Ed very knowledgeable and helpful in our discussions regarding inheritance tax and and options available to me. Many thanks for your help
First impression from a user who is not yet a client
April, 2023
Overall
Please provide a brief comment about your experience with Edward
Mr. Edward is expert and honest with clients
Review from verified client
April, 2023
Overall
Advice
Service
Value
Based in Wiltshire
What were the circumstances that caused you to initially look for an adviser?
I came into some money.
How has Edward Tudor helped you?
Clear and logical advice.
Have you seen the outcome you were hoping for?
Not yet as have only invested for 12 months and financial performance due to external factors such as Ukraine and the downturn, has been disappointing
What could they have done better?
Nothing, he has been professional and responded to all our financial questions and requirements.
Review from verified client
April, 2023
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Taking early retirement
How has Edward Tudor helped you?
Provided sound advice during a turbulent global period.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
NA
Review from verified client
March, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I was wanting to consolidate my pension pots into a SIPP and I wanted to know what choices I had
How has Edward Tudor helped you?
Helped me to choose SIPP. Managed transfer of pension pots into chosen SIPP, taking care to maximize yield of all investments. Selected appropriate platform and fund manager. Analyzed my financial situation and risk appetite and set out a plan for investment Provided an illustration of expected income in retirement given current investment Given clear explanation throughout the process and answered any questions I have
Have you seen the outcome you were hoping for?
Too early to tell really
What could they have done better?
Nothing
First impression from a user who is not yet a client
March, 2023
Overall
Please provide a brief comment about your experience with Edward
Efficient and reassuring.
First impression from a user who is not yet a client
March, 2023
Overall
Please provide a brief comment about your experience with Edward
Edward provided some initial advice which helped me to understand the options which could be explored through a full consultation.
Review from verified client
February, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Session arranged by my employer
How has Edward Tudor helped you?
Clarity of advice, good recommendations and quick help with questions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
First impression from a user who is not yet a client
February, 2023
Overall
Please provide a brief comment about your experience with Edward
Edward was very reassuring and explained what TPO could offer in terms I could understand. He was very helpful, friendly and professional. I was particularly impressed that there was no pressure to continue with his and/or TPO services until I am ready. I feel confident that Edward is a sincere and trustworthy advisor.
Review from verified client
February, 2023
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
Financial management across a portfolio of savings
How has Edward Tudor helped you?
Clea
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Collating of information of my financial assets, with advice on savings.
Review from verified client
February, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
An amount of money following a sale of a property
How has Edward Tudor helped you?
Given me advice and confidence in my long term investment and explained things in “layman terms”
Have you seen the outcome you were hoping for?
Not as yet due to financial markets
What could they have done better?
At this time nothing could of been done better
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
I chose a financial advisor to help me with ensuring that as I approached retirement, I had the best long term growth options to ensure my financial needs are met in older age. I wanted someone who has the necessary skills and could view the whole market vs a tied in agent to one institution.
How has Edward Tudor helped you?
Ed helped considerably with my retirement phase, ensuring that what was being offered to me made sense, was the best option to maximise tax breaks and would help to protect me long term goals of sufficient financial assets in later life. Ed also went directly to the pension fund (with my permission), so he could fully understand the specific intricacies of the fund, ensuring we both understood the best options for use of the pension.
Have you seen the outcome you were hoping for?
Due to the Covid pandemic, Russian war on Ukraine and the cost of living crisis, short term portfolio performance has not been where I would have liked it to be, but is certainly better than if I had done nothing or invested myself.
What could they have done better?
Ed has done what I expected to the level I required.
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
RETIREMENT AT THE END OF 2010
How has Edward Tudor helped you?
ED AND HIS PREDECESSOR
Have you seen the outcome you were hoping for?
YES
What could they have done better?
NOTHING REALLY
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Edward Tudor helped you?
We have be able to enjoy our retirement with out having to worry about our finances.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
We always review our accounts with Ed and continue to do so
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Edward Tudor helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Edward Tudor helped you?
He has been great at explaining and reassuring me about market condition
Have you seen the outcome you were hoping for?
Unfortunately not yet
What could they have done better?
Not sure
First impression from a user who is not yet a client
October, 2022
Overall
Please provide a brief comment about your experience with Edward
Ed was professional and friendly, he answered all of our questions in a direct and straightforward way.
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Needed help with managing our savings for retirement
How has Edward Tudor helped you?
Provided detailed plans for expenditure over the coming years and investments to meet our living aims
Have you seen the outcome you were hoping for?
In progress
First impression from a user who is not yet a client
October, 2022
Overall
Please provide a brief comment about your experience with Edward
I had a fairly complex financial problem to try & resolve which could have eventually landed me or my loved ones with sizeable inheritance or capital gains tax penalties. Edward patiently listened to the whole story & then provided me with an excellent solution which should result in my IHT liability to nil on death. I would like to thank him for his patience, professionalism, & quality of advice.
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
I took a deferred occupational pension on retirement and I needed advice asto where is should invest that money
How has Edward Tudor helped you?
yes
Have you seen the outcome you were hoping for?
yes
What could they have done better?
more communication
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Herefordshire
What were the circumstances that caused you to initially look for an adviser?
Transferring a company pension.
How has Edward Tudor helped you?
Ed has been thorough in exploring and explaing the options available when I was planning my pension transfer.
Have you seen the outcome you were hoping for?
Yes, all seems to be ticking along ok in a volatile economic time.
What could they have done better?
Nothing comes to mind.
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Retired with a lump sum
How has Edward Tudor helped you?
Impartial advice on the options for me
Have you seen the outcome you were hoping for?
No, but this is due to the market over last few years with Covid and the situation in Russia
What could they have done better?
Nothing
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
I had several pensions that needed sorting out plus I needed to look at my imminent retirement.
How has Edward Tudor helped you?
He answers all the questions I ask & offers me different strategies for the future.
Have you seen the outcome you were hoping for?
Yes. I am comfortable with my current financial situation & have confidence in my future plans.
What could they have done better?
Can't think of anything.
Review from verified client
September, 2022
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
My wife and I wanted to reireMy wife and I decided to retire
How has Edward Tudor helped you?
He's given us sound advice on our pension options and we've taken up.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
No.
First impression from a user who is not yet a client
September, 2022
Overall
Please provide a brief comment about your experience with Edward
Clearly explained the options to me in respect of my requirements.
Review from verified client
June, 2022
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Retirement from work
How has Edward Tudor helped you?
Financial advice to enhance our retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
First impression from a user who is not yet a client
June, 2022
Overall
Please provide a brief comment about your experience with Edward
Excellent knowledge and communication. Edward was able to address all our queries and explained issues and options clearly. Really useful meeting, many thanks!
First impression from a user who is not yet a client
June, 2022
Overall
Please provide a brief comment about your experience with Edward
It is hard to judge based on 30 minutes with a blank wall as a backdrop. Ed seemed competent but I had no idea who The Private Office were (having initially made an inquiry through "Unbiased" just 48 hours earlier and rec'd a Teams Invite as a response to it) . I would have been more at ease had I known more about the firm (and Ed) before we spoke
First impression from a user who is not yet a client
June, 2022
Overall
Please provide a brief comment about your experience with Edward
Edward, was friendly and informative when helping me understand my options. He comes across as professional and reliable and I look forward to working with him in the future.
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Herefordshire
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Edward Tudor helped you?
Edward has been very helpful, he is clear, precise and understanding. He is always happy to go over and over the little details that I have not understood or missed.
Have you seen the outcome you were hoping for?
Yes indeed I have.
What could they have done better?
Nothing comes to mind.
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
My wife and I needed advice as we are taking early retirement. We needed to find the best way to use our pensions to facilitate this
How has Edward Tudor helped you?
Sound advice with clarity and professionalism. Always helpful and available. With him managing our affairs we are still confident to carry out our plans even in these uncertain times.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Predicted a war in Europe...(joke)
First impression from a user who is not yet a client
May, 2022
Overall
Please provide a brief comment about your experience with Edward
Explained everything I wanted in a very professional manner.
First impression from a user who is not yet a client
April, 2022
Overall
Please provide a brief comment about your experience with Edward
Clear and concise information and where necessary further clarification offered
Review from verified client
April, 2022
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
I have been a client of PQR/TPO since retiring in 2010
How has Edward Tudor helped you?
Ed is very good at explaining both the background of the current financial market scene, and why that impacts on our investment. He was able to advise my wife Heather on an investment strategy for some additional funds she has available
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really.
First impression from a user who is not yet a client
March, 2022
Overall
Please provide a brief comment about your experience with Edward
Edward provided clear and easy to understand advice. He was mindful of my situation and what I was trying to achieve. Great customer service and would recommend him to friends and family.
Review from verified client
March, 2022
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Edward Tudor helped you?
Reduced my “ risk” level and been a sympathetic ear.
Have you seen the outcome you were hoping for?
No. Everything has dropped since retirement
What could they have done better?
Ed could not change the markets however good he is. You could reduce your charges. Performance related to some extent.
First impression from a user who is not yet a client
March, 2022
Overall
Please provide a brief comment about your experience with Edward
Very happy with the professional advice from Edward who answered all my queries and put my mind at rest. I would be more than happy to recommend Edward in the future.
First impression from a user who is not yet a client
March, 2022
Overall
Please provide a brief comment about your experience with Edward
Ed called spot on time and was polite and professional. My situation had moved on since i had raised my call and I was very upfront informing Ed of this and although this meant no immediate business was coming his way he continued to be helpful and offer advice. He provided me with his contact details, as agreed, so I could get back to him if my situation changed again.
First impression from a user who is not yet a client
February, 2022
Overall
Please provide a brief comment about your experience with Edward
Very helpful, and a good communicator
First impression from a user who is not yet a client
January, 2022
Overall
Please provide a brief comment about your experience with Edward
Only at initial stages right now, but Ed was super transparent, down to earth and we covered a lot of ground in the first meeting.
Review from verified client
January, 2022
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Invest lump sum from pension
How has Edward Tudor helped you?
Financial and investment advice
Have you seen the outcome you were hoping for?
So far so good
First impression from a user who is not yet a client
January, 2022
Overall
Please provide a brief comment about your experience with Edward
An excellent preliminary discussion, covering a broad range of financial aspects relevant to me.
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Edward Tudor helped you?
Carryover from PQR take over
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No comments
First impression from a user who is not yet a client
December, 2021
Overall
Please provide a brief comment about your experience with Edward
Very professional and good first meeting. Very clear expansions of process and expectations.
First impression from a user who is not yet a client
December, 2021
Overall
Please provide a brief comment about your experience with Edward
Edward was very helpful and informative without any pressure
First impression from a user who is not yet a client
November, 2021
Overall
Please provide a brief comment about your experience with Edward
No contact
First impression from a user who is not yet a client
September, 2021
Overall
Please provide a brief comment about your experience with Edward
Very efficient and professional, impressed with his approach in finding me a viable proposition for pension fund investments. Very pleased with the service he has provided.
First impression from a user who is not yet a client
September, 2021
Overall
Please provide a brief comment about your experience with Edward
Edward was competent and professional. He explained things clearly.
First impression from a user who is not yet a client
August, 2021
Overall
Please provide a brief comment about your experience with Edward
Very interesting and informative, it was a pleasure to speak to Ed you explained pensions to us in layman's terms, like most people the very word "pensions" sends us diving for cover!
First impression from a user who is not yet a client
August, 2021
Overall
Please provide a brief comment about your experience with Edward
Answered every question we put to him and learnt a lot on how to use the pension in the future
First impression from a user who is not yet a client
May, 2021
Overall
Please provide a brief comment about your experience with Edward
Extremely professional, no fees discussed but another meeting arranged to discuss further
First impression from a user who is not yet a client
April, 2021
Overall
Please provide a brief comment about your experience with Edward
I was certainly not looking to be sold to, I was just looking for general advice about pension options to check that my understanding was clear and accurate. I'm not ready to retire, but wanted to have put some thought to it for when the time comes. Ed explained everything and took the time to respond to my questions. He was by no means forceful, not pushy, not trying too hard to sell, whilst advising me of some projection options available to me nearer the time. Very useful to know.
First impression from a user who is not yet a client
March, 2021
Overall
Please provide a brief comment about your experience with Edward
Personable, listened carefully and gave clear advice/comments. I will have no hesitation in seeking his further guidance in due course.
First impression from a user who is not yet a client
February, 2021
Overall
Please provide a brief comment about your experience with Edward
xx
First impression from a user who is not yet a client
February, 2021
Overall
Please provide a brief comment about your experience with Edward
He is competent and good to deal with.
First impression from a user who is not yet a client
February, 2021
Overall
Please provide a brief comment about your experience with Edward
Really clear, really helpful and super transparent around the best advice for me
Review from verified client
January, 2021
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Retirement and a lump sum to safely invest
How has Edward Tudor helped you?
Provide advice on investment portfolio and risk management
Have you seen the outcome you were hoping for?
Considering the difficult financial environment with Trump, Brexit and Covid the investments have faired very well.
What could they have done better?
No I think Ed is getting the balance right, annual review is good. Occasional Updates via email are good and reassuring.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
After an inheritance, I needed to know the best way to invest.
How has Edward Tudor helped you?
Ed helped me decide which portfolio to choose, set up a new Sipp for me and switched me to a better-performing Isa.
Have you seen the outcome you were hoping for?
Yes, it’s worked out well so far, even during the extraordinary circumstances of 2020.
What could they have done better?
Nothing that comes to mind. Ed is always available for advice and explains matters clearly.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I ‘inherited’ Ed
How has Edward Tudor helped you?
Assessed our situation and advised
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Large drop in bank interest rate
How has Edward Tudor helped you?
Gave complete and tax efficient advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Possible update twice a year as 12 months is a long time
First impression from a user who is not yet a client
October, 2020
Overall
Please provide a brief comment about your experience with Edward
Edward was most helpful in guiding me and in the end I decided to do as he suggested. His manner was very helpful and friendly.
First impression from a user who is not yet a client
October, 2020
Overall
Please provide a brief comment about your experience with Edward
Edward was a great help to me about advice for investing money and he was most pleasant and friendly.
First impression from a user who is not yet a client
August, 2020
Overall
Please provide a brief comment about your experience with Edward
Very helpful and easy to get hold of.
First impression from a user who is not yet a client
August, 2020
Overall
Please provide a brief comment about your experience with Edward
Relevant, clear and concise. Lots to discuss yet as we have only skimmed the surface of what I need. But for now, very happy.
First impression from a user who is not yet a client
June, 2020
Overall
Please provide a brief comment about your experience with Edward
Cool
First impression from a user who is not yet a client
June, 2020
Overall
Please provide a brief comment about your experience with Edward
All good
First impression from a user who is not yet a client
March, 2020
Overall
Please provide a brief comment about your experience with Edward
The advice was extremely helpful. I wish I had not left it so long to contact a financial advisor. I had put it off far too long, as I find pensions confusing, but I had to make decisions on my pension fund. The information I was given was very clear and I was able to make an informed decision. Ed and his team were very fast and efficient and answered all the questions I had at this stage. They were able to convey the information in a way that I could understand. I would highly recommend them.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Wanted independent advice re savings
How has Edward Tudor helped you?
He looked at our finances; assessed our aversion to risk; provided a portfolio with his recommendations.
Have you seen the outcome you were hoping for?
Not yet as only been running for 3 months
What could they have done better?
In our opinion Ed was very knowledgable and a good listener and provided us with ideas of how to invest our savings.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Recommended by employer on retirement to manage lump sum payment
How has Edward Tudor helped you?
Ed was not my original FA but since taking on my portfolio last year he has always been available to answer my questions. He provides a face to face meeting each year to explain performance of my funds.
Have you seen the outcome you were hoping for?
By and large, yes.
What could they have done better?
Difficult to say. As long as the funds perform well and exceed charges then all is well.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Middlesex
What were the circumstances that caused you to initially look for an adviser?
I was unhappy with the returns I received on my previous ISA and was looking for a managed investment solution.
How has Edward Tudor helped you?
He helped set up an ISA as well as SIPP and helped me how to think about investing my money.
Have you seen the outcome you were hoping for?
Mostly yes. Obviously it's always better to have as high return as possible that hasn't always been the case, but that was clear for me from the beginnning that my investment is not guaranteed. Overall I'm still happy with the return.
What could they have done better?
Possibly being more clear upfront what services are part of his standard adviser fee and what aren't. I asked certain questions about pensions that wasn't clear for me to start with that are only accessible for additional fees.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Edward Tudor helped you?
Ed toke over our account from PQR advisor
Have you seen the outcome you were hoping for?
It was Alway was a five year plan , to which we are in the third year.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Retirement.....I had just joined the plan when my original financial planner left. Ed picked up my account and after speaking with him, I felt reassured, confident but not pressured.
How has Edward Tudor helped you?
Main interaction was after a drop in value, Ed explained the reasons and gave options and advice. He was very accessible at this time.
Have you seen the outcome you were hoping for?
Yes, I chose to follow his advice and have been happy with the outcome.
What could they have done better?
Not sure.....that’s why I use a financial advisor!
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Large pot that needed professional management. Exxonmobil advised using a quality company
How has Edward Tudor helped you?
Carried out review of risk bands and explained in a clear manner.
Have you seen the outcome you were hoping for?
Partly. I could have had a 1% gain in a bank but have lost money. Less this year than last after dropping risk.
What could they have done better?
I’ve not had a full review as such. Ed had taken over from Mike Baggerley and was playing catch up. His general demeanour is comfortable and he talks at a level I can understand without being patronising.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Lancashire
What were the circumstances that caused you to initially look for an adviser?
Retired with a lump. Sum
How has Edward Tudor helped you?
Came to visit and went through all my options and came up with the best plan for me
Have you seen the outcome you were hoping for?
Yes. Happy.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
I wished to start a private pension.
How has Edward Tudor helped you?
He not only started my pension off but also helped me move my savings from an ISA where it was not performing well into a fund where it has alreay grown.
Have you seen the outcome you were hoping for?
Most definitely
What could they have done better?
I can't see how he could have done any better for me personally.
First impression from a user who is not yet a client
December, 2019
Overall
Please provide a brief comment about your experience with Edward
I found Mr Tudor to be professional, very relatable and easy to understand, especially dealing with complex issues such as pensions. I have a few more concerns in relation with my private pension and am hoping to contact Mr Tudor to see if he is able to help me further. Kind regards, Jenny Clarke
Edward's reply
hi Jenny, thanks for this. if you still have a couple more queries perhaps we could arrange another phone call? thanks ed
First impression from a user who is not yet a client
December, 2019
Overall
Please provide a brief comment about your experience with Edward
Very easy to understand and has a professional approach.
Edward's reply
Hi Jenny, thanks for this. perhaps we could have another cal to cover off your remaining queries? thanks ed
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Took early retirement needed advice on my savings and pension.
How has Edward Tudor helped you?
Edward Tudor was picking up previous clients from an advisor that had left TPO
Have you seen the outcome you were hoping for?
The investments are seemingly steady, with the country in the current state of uncertainty that’s just about all that can be expected. I realise that this type of investment is long term so hopefully will see some better return in the future.
What could they have done better?
Edward Tudor has visited once and fully understands our financial position. During his visit he was attentive and we felt under no pressure to try to increase our investment. He realised now I have retired there is nothing more to invest that has not already been deposited in the accounts of my choice.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I needed to transfer my pension fund into a draw down fund
How has Edward Tudor helped you?
Edward advised about the best options available to me.
Have you seen the outcome you were hoping for?
Yes. Overall the fund has done well.
What could they have done better?
He was available to see me as often as I wanted. If we didn't meet it was because I was reluctant to do so. I am afraid I don't have any suggestion as what he could have done better.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
We wanted to ensure we were planning correctly for retirement
How has Edward Tudor helped you?
He initially did a full review of our financial situation which is now followed up by yearly reevaluations and reviews as well as one off discussions as needed
Have you seen the outcome you were hoping for?
Not yet started ot take the pensions so difficult to say. But certainly the pension pots are growing.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Edward Tudor helped you?
Investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Ed was very friendly and the discussion was relaxed. We felt we could trust him and the team from the start. Our investment so far has exceeded expectations.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
On retirement, I wanted to invest my pension pot to provide an income for my wife and me which we could increase as necessary to cover inflation etc., and, hopefully, have some left to bequeath to our children after we die.
How has Edward Tudor helped you?
An investment plan originally set up by Quentin Holland six years ago and now managed by Ed Tudor has provided the income we wanted while increasing our total investment.
Have you seen the outcome you were hoping for?
Absolutely yes. In addition, we have received valuable advice in other areas related to end-of-life planning we had not previously considered.
What could they have done better?
Nothing!
First impression from a user who is not yet a client
March, 2019
Overall
Please provide a brief comment about your experience with Edward
Very professional with good clear communication regarding services and charges - would recommend if you need a financial health check
Review from verified client
February, 2019
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I am about to retire and wanted some advice with regard to pension and inheritance tax planning
How has Edward Tudor helped you?
Edward Tudor was extremely reassuring and understood my situation straight away.
Have you seen the outcome you were hoping for?
Yes, with food for thought too.
What could they have done better?
On the contrary, Edward Tudor answered all my queries.
Review from verified client
December, 2018
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Early retirement, looking to invest for regular income
How has Edward Tudor helped you?
Explained various levels of risk vs reward for different investment portfolios and guided me in my decision to secure regular income from investment to cover remaining mortgage payments and have lump sum at end of mortgage term.
Have you seen the outcome you were hoping for?
Yes
Review from verified client
November, 2018
Overall
Value
Service
Advice
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
Thinking ahead course organized at work
How has Edward Tudor helped you?
Pension reinvestment and ongoing financial care during retirement.
Have you seen the outcome you were hoping for?
So far so good.
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Initially I wanted to set up an effective savings account with a lump sum and establish regular savings. Subsequently I sought Ed's advice regarding a voluntary redundancy situation (further savings and pensions advice).
How has Edward Tudor helped you?
I first sought advice from Ed when I was looking to invest a lump sum of money I had which I also wanted to start a regular savings plan with. Since then I took voluntary redundancy at work and Ed has given great advice about how to manage the lump sum payout I received and also how to manage my pension situation. Ed has always explained things very clearly and is always responsive.
Have you seen the outcome you were hoping for?
It is still early days and not seen a huge return so far but the larger investment was only made last month and the ISA was only set up last year.
Review from verified client
November, 2018
Overall
Service
Value
Advice
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
I wanted to ensure I had a plan in place that would provide income in my later life. I needed to maximise my tax allowances in the most efficient way and optimise my savings, but was unclear on how best to do this, as I dont have the knowledge (or time) to research all the options.
How has Edward Tudor helped you?
Ed (and his Company) were introduced through my employers in-house program, which seeks to help staff understand more about financial planning. This also helps remove the 'risk' associated with having to contact numerous Financial Advisers without much knowledge of them or what they can offer. We had an initial meeting to understand my circumstances and objectives, and attitude towards risk, and then Ed looked at what products would best suit these needs. He prepared the options and took me through them, and was clear on how the fees would be incurred (% of investment, or hourly rate). Once I had been through the options then Ed took care of setting everything up and getting it all in place.
Have you seen the outcome you were hoping for?
From a contact perspective, Ed has been in touch via email across the year, as and when necessary, and we have recently had a face to face annual review. From an investment perspective, given poor market performances then my fund is not where I would like it to be, but the recent review was used to discuss this and the strategy for the next 12 months.
What could they have done better?
There is a 6 month portfolio review and re-balance, which is done over email. Potentially discussing the changes over the phone may help may help improve my understanding of 'why' the changes are being suggested, and what are the alternatives, if any, as the re-balance almost seems like a done deal. A 3 month contact call to update portfolio performance could help, especially for newer investors, or when the markets are down? Ensuring the language used is understandable, versus using industry acronyms or speak, will ensure the information is easy to digest by all.
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in Middlesex
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement age and wanting to understand my financial situation in order to plan appropriately.
How has Edward Tudor helped you?
Explained the position with regards to my finances in detail and tailored a package according to my wishes in a friendly and understandable manner.
Have you seen the outcome you were hoping for?
It's on going but I hope so!
What could they have done better?
I am happy at this point, it's still early days and a relatively new financial relationship.
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Desire to save for school fees and future financial planning
How has Edward Tudor helped you?
He has guided me through stages, advised me on the best way to invest my money
Have you seen the outcome you were hoping for?
Growth has been slow but positive.
What could they have done better?
Perhaps advise more on whether the current funds I invest in are the best for my needs and desired outcomes.
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
We needed a general review of finances as we approach retirement
How has Edward Tudor helped you?
Ed talked us through the various options for pension planning and actively managed transfers to optimise return against our criteria
Have you seen the outcome you were hoping for?
Ongoing and with the volatile market it is a bit up and down, but on balance good
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Long term investment
How has Edward Tudor helped you?
He is very nice and always responds to questions.
Have you seen the outcome you were hoping for?
Yes.