0330 038 8942
Based in Swansea
View locationChecks carried out by VouchedFor
FCA Regulated
Ed and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 March 2025
Ed and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Ed has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ed has received 1 client review in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 17 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Ed has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Ed has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ed has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ed has provided information on their typical fees
Ed has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
71% of VouchedFor users have had a positive (4 or 5 star) first experience with Ed (based on 7 first impressions)
71% of users who are not yet clients had a positive first experience with Ed
71% of VouchedFor users have had a positive (4 or 5 star) first experience with Ed (based on 7 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Ed and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 March 2025
Ed and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Ed has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ed has received 1 client review in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 17 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Ed has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Ed has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ed has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ed has provided information on their typical fees
Ed has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
71% of VouchedFor users have had a positive (4 or 5 star) first experience with Ed (based on 7 first impressions)
71% of users who are not yet clients had a positive first experience with Ed
71% of VouchedFor users have had a positive (4 or 5 star) first experience with Ed (based on 7 first impressions)
Ed is a highly experienced professional in the financial services sector, with over a decade of diverse expertise. As a specialist in retirement planning, he is passionate about helping clients secure their futures with tailored strategies that align with their long-term goals. Ed has previously excelled as an adviser support manager and paraplanner, consistently delivering positive outcomes for client before moving into an advisory role. His qualifications in Financial Planning (DipFA) and Mortgage Advice (CeMAP) enable him to provide comprehensive advice across various financial needs. After spending much of his career in Cardiff, where he also attended university, Ed recently relocated back to Swansea to be closer to his roots and to raise his three young children near the beautiful beaches of Swansea and the Gower Peninsula. Outside of work, he enjoys exploring the outdoors with his family and has transitioned his competitive spirit from semi-professional rugby to the challenges and rewards of golf.
Offers available through VouchedFor
Contact Ed through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ed's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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