0330 038 8942
Based in Whitley-Bay
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2022
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Edward and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 April 2025
Edward and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Edward has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Edward has received 16 client reviews 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: 25 November 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.
8
Qualifications Uploaded
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Edward has not yet added their fees to their profile
Fees not yet added
Edward has not yet added their fees to their profile
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Edward (based on 11 first impressions)
100% of users who are not yet clients had a positive first experience with Edward
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Edward (based on 11 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Edward and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 April 2025
Edward and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Edward has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Edward has received 16 client reviews 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: 25 November 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.
8
Qualifications Uploaded
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Edward has not yet added their fees to their profile
Fees not yet added
Edward has not yet added their fees to their profile
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Edward (based on 11 first impressions)
100% of users who are not yet clients had a positive first experience with Edward
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Edward (based on 11 first impressions)
I am a Chartered Financial Planner and a Fellow of The Personal Finance Society with 40 years experience in the financial services profession. I am also accredited by The Society of Later Life Advisers. I provide broad based advice to individuals, families, company directors, professionals, and retired clients, helping them with practical solutions to the financial issues that concern them. I also specialise in providing long term care advice to those in later life. My advice covers all areas of wealth management including retirement planning, wealth protection, equity release, savings, and investment planning. As a Senior Partner Practice of St. James's Place Wealth Management based in Monkseaton, Whitley Bay, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 01/01/2023
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Edward's clients
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Adviser Disclaimer
St. James's' Place Representatives represent only St. James's' Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.