Edward Tudor

Please provide a brief comment about your experience with Edward

Thank you Ed for clearly explaining and laying out in very simple terms, my options for retirement. Your guidance put my mind at ease and provided a path as to what to do next. Thank you again, Ed.

Please provide a brief comment about your experience with Edward

Very good initial meeting. Ed is very knowledgeable and approachable. I look forward to finding out more about the support he is able to provide.

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

Retirement

How has Edward Tudor helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

At present Ed is meeting all our expectations but he is very approachable and should things change I’m confident that he would be able to assist us with any issue that came up.

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

I was changing work from a final salary pension to self employment and needed to understand the impact on my pension in the future

How has Edward Tudor helped you?

Ed has enabled me to understand the pension process by taking me through the options and being patient when I had to ask him more than once to help me understand. Pensions are complicated and can be overwhelming but Ed helped explain it to me in simple language with no judgement. This resulting in me making some big decisions that have really paid off. Ed has been helping me for more than 8 years now, and I can confidently say he has been the reason I can retire at 60

Have you seen the outcome you were hoping for?

The outcome has exceeded my expectation. It is scary leaving a final salary pension and it's security but Ed has enabled me to move things around to still give me a worry free retirement

What could they have done better?

I cannot think of anything Ed could have done better. He has helped me understand and create a pension that really works for me

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

Retired from work

How has Edward Tudor helped you?

Ed has been are advisor for the last five years

Have you seen the outcome you were hoping for?

We have and reviews of are investment performance yearly and some add hoc reviews when needed.