Edward Tudor

Review from verified client

November, 2024

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

I wanted to ensure I had a plan in place for retirement

How has Edward Tudor helped you?

Ed has guided me through the process of entering retirement and advised on the optimal ways to ensure I can achieve a comfortable retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not too much, as the Covid pandemic and global inflation rises impacted investment performance for some time.

Review from verified client

November, 2024

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

My partner passed away in 2020 and I was left some inheritence

How has Edward Tudor helped you?

Set up a GIA and ISA investments

Have you seen the outcome you were hoping for?

The investment has been.better this year

What could they have done better?

Understand more about the stock market and the falls and risers.

Review from verified client

October, 2024

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

I received some inheritance

How has Edward Tudor helped you?

Edward has helped me plan for my future retirement and it’s funding

Have you seen the outcome you were hoping for?

My investment did drop due to covid but is recovering

What could they have done better?

I’m afraid can’t think of anything

Review from verified client

October, 2024

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

Retirement financial benefits

How has Edward Tudor helped you?

All financial questions

Have you seen the outcome you were hoping for?

Yes pretty much

What could they have done better?

At the moment everything satisfactory

Review from verified client

September, 2024

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

I was in the year before retiring from work and I wanted advice about how to invest my pension pot and to provide a range of scenarios for drawing down the money thereafter

How has Edward Tudor helped you?

He assessed my risk tolerance for investments and recommended splitting the pot between two funds, one akin to a tracker and one that is more actively managed. The split between the two funds was changed after I had this year's annual review with Ed, so now I have moved to a completely managed portfolio. His analysis and recommendations have been clear and data-driven. Any actions arising have been carried out promptly.

Have you seen the outcome you were hoping for?

To date, both the funds that I was invested in have achieved returns above their target level. The managed fund has had a greater return, hence the recommendation to rebalance the pot in favour of that fund.

Review from verified client

September, 2024

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

To have professional investment advice and active management of our pension funds in one place with minimum input from us.

How has Edward Tudor helped you?

Setting up our funds into a well managed fund

Have you seen the outcome you were hoping for?

Itis recovering after the Covid hiccup

What could they have done better?

I'm not sure. Probably not a lot

Review from verified client

September, 2024

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

I was looking to invest some money

How has Edward Tudor helped you?

Plan for the future

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2024

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

Wanted someone trustworthy to manage our increased wealth as part of retirement planning

How has Edward Tudor helped you?

He has demonstrated a clear understanding of our approach to risk and of our attitude to spending and saving. He consistently provides clear and easily understandable explanations and checks that he has correctly interpreted our wishes

Have you seen the outcome you were hoping for?

Yes. Following a disastrous first year for the markets, we are now pleased to see that the portfolio is performing well

First impression from a user who is not yet a client

September, 2024

Please provide a brief comment about your experience with Edward

I was very satisfied.He explained me everything very nicely.

First impression from a user who is not yet a client

September, 2024

Please provide a brief comment about your experience with Edward

Edward is customer focused, quickly identifying my priorities. I have recommended him to others.

First impression from a user who is not yet a client

August, 2024

Please provide a brief comment about your experience with Edward

Friendly, understanding and willing to help.

First impression from a user who is not yet a client

July, 2024

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Please provide a brief comment about your experience with Edward

Good first contact. Awaiting form to fill out.

Review from verified client

January, 2024

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Please provide a brief comment about your experience with Edward

Very clear, excellent explanation

Review from verified client

October, 2023

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

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

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

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

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

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

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

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

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

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

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

Please provide a brief comment about your experience with Edward

Patient, clear & knowledgeable

Review from verified client

June, 2023

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

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

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

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

Please provide a brief comment about your experience with Edward

Mr. Edward is expert and honest with clients

Review from verified client

April, 2023

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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