Ashton Eddolls

Please provide a brief comment about your experience with Ashton

Excellent and friendly service

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

Redundancy

How has Ashton Eddolls helped you?

With first class advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Ashton

Never contacted me.

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

Pension review

How has Ashton Eddolls helped you?

Smooth transfer of company pension and buy out of my business partner.

Have you seen the outcome you were hoping for?

Yes. Transfer and buyout completed successfully.

Please provide a brief comment about your experience with Ashton

Recommended to me by unbiased.com I had an initial consultation with this company and paid £600. 4 months and 2 departed advisers later and no advice received, my requests for a refund are ignored by Mr Eddolls. Next step is court action. Caveat Emptor!

Please provide a brief comment about your experience with Ashton

Never called me at all

This review is a follow-up review from a client who left a review previously.

How has Ashton Eddolls helped you since your last review?

He has ensured he continues to provide excellent financial advice with the ever changing economy. This is greatly valued.

Please provide a brief comment about your experience with Ashton

No one appears to have contacted us. Roy

This review is a follow-up review from a client who left a review previously.

How has Ashton Eddolls helped you since your last review?

annual reviews suggestions to move portfolio holdings

This review is a follow-up review from a client who left a review previously.

How has Ashton Eddolls helped you since your last review?

Advising on and arranging increased income from pension to meet my specific needs and the increased cost of living over a period before state pension is available to me.

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

Planning for retirement

How has Ashton Eddolls helped you?

Ashton has guided us through pension planning, transfer and related tax issues

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

I had two specific circumstances - switching out of a company pension and organising the funding and admin for the full purchase of my company from my business partner.

How has Ashton Eddolls helped you?

Ashton and his team were instrumental in providing a smooth delivery of both my lengthy financial requirements. He offered advice on the best ways to achieve my goals. The goalposts were continuing to move, but this did not deter Ashton. He got the results I wanted. I could not be more delighted!

Have you seen the outcome you were hoping for?

I am delighted with the outcomes of my requirements.

What could they have done better?

I can't think of anything that he could have done better.

This review is a follow-up review from a client who left a review previously.

How has Ashton Eddolls helped you since your last review?

Ashton has been very proactive in managing my investments in the recent turbulent markets. He has kept me informed at all times and ensured that my investments have been kept within my attitude to risk.

This review is a follow-up review from a client who left a review previously.

How has Ashton Eddolls helped you since your last review?

Provided excellent information on the changing markets and circumstances. How this impacts my planning for retirement.

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

Combination of inheritance planning, complexity around pensions, planning for retirement

How has Ashton Eddolls helped you?

Ashton and the team have been clear, professional and supportive from start to finish. I have had numerous questions on what is candidly a complex and very personal topic. I feel completely at ease with Ashton and look forward to a long standing relationship. Sharing reviews and providing recommendations is something I very rarely do but I have already done so several times for Ashton. He takes the complexity out of the situation and provides honest and advice that has saved me significant amounts.

Have you seen the outcome you were hoping for?

Yes, and expanded to other areas of business based on experience

What could they have done better?

N/A

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

Approaching retirement and wanted to evaluate my options

How has Ashton Eddolls helped you?

Ashton has provided good advice in setting up my retirement platform and looking at the best options for my circumstances

Have you seen the outcome you were hoping for?

Yes, I know have a retirement plan that I am comfortable with

What could they have done better?

Just occasionally the responses weee a little slow, but in the main communication has been very good

This review is a follow-up review from a client who left a review previously.

How has Ashton Eddolls helped you since your last review?

He has further enhanced our portfolio understanding our requirements and Risk profile.

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

Financial and pension planning.

How has Ashton Eddolls helped you?

In transferring a final salary company pension out, setting up and managing new pension and investment arrangements.

Have you seen the outcome you were hoping for?

Mostly but recent world events have had a negative impact which Ashton has taken steps to mitigate while ensuring that I understand what he is doing and why.

What could they have done better?

That is difficult for me to judge.

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

I needed to consolidate pensions and invest for my retirement income.

How has Ashton Eddolls helped you?

Ashton has given me sound financial advice.

Have you seen the outcome you were hoping for?

The investment advice given by Ashton has kept my investments secure within my attitude to risk.

What could they have done better?

Nothing.

This review is a follow-up review from a client who left a review previously.

How has Ashton Eddolls helped you since your last review?

Monitoring of market and advice on protecting initial capital investment

Please provide a brief comment about your experience with Ashton

Never heard from him...

This review is a follow-up review from a client who left a review previously.

How has Ashton Eddolls helped you since your last review?

Understood the ever changing situation from my end and of course with in the environments around the world and advised accordingly

This review is a follow-up review from a client who left a review previously.

How has Ashton Eddolls helped you since your last review?

Ongoing advice at regular intervals

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

Re-mortgaging

How has Ashton Eddolls helped you?

Ashton was able to quickly and efficiently re-mortgage and lock in the historically low rates before they go up again.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, it was a very smooth and hassel-free process.

Please provide a brief comment about your experience with Ashton

Ashton was polite & explain how he can help me ,I was happy to go with him

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

With the financial situation and instruments getting harder to understand it was prudent to do so.

How has Ashton Eddolls helped you?

He has understood our requirements and accordingly provided and mapped out the desired outcomes we need.

Have you seen the outcome you were hoping for?

Yes we have had a review of the outcome based on our Risk profile.

What could they have done better?

Not sure and their customer service has been excellent.

Please provide a brief comment about your experience with Ashton

Good advice

Please provide a brief comment about your experience with Ashton

Very good initial contacts, but didn't pursue the contact because of change of circumstances

Please provide a brief comment about your experience with Ashton

Very quick response to my request and has arranged an appointment at a suitable time and location

Please provide a brief comment about your experience with Ashton

Ashton and his team have been consummate professionals from the first interaction. I had several areas I needed support on fand they have handled all swiftly and professionally. Finding someone you can trust in this industry is candidly a challenge but from the first meeting with Ashton I was immediately at ease. I foresee a long standing relationship and have already recommended Ashton to family and friends.

Please provide a brief comment about your experience with Ashton

Very pleased with the service provided by Ashton in helping me understand my various pension options and it made it so much easier for me to make a decision. There was no hard sell of the services and I felt very relaxed talking to Ashton or the support staff who were most helpful and courteous.

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

Looking to buy our first home.

How has Ashton Eddolls helped you?

He coached us in every detail of the process and all the surrounding relating aspects.

Have you seen the outcome you were hoping for?

Very much so.

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

Some stock options vested and I had a lump sum to work with and decided that I needed holistic advice on all aspects of my finances.

How has Ashton Eddolls helped you?

I completed a questionnaire to orientate Ashton to my circumstances and goals, and then we met several times to explore in more detail and determine priorities.

Have you seen the outcome you were hoping for?

Yes. We have saved an enormous amount of money through consolidating pensions, creating Trust Funds etc

What could they have done better?

Nothing. I am very happy with the advice and all aspects of the service.

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

A significant lump some received from selling stock plus we needed advice on how to consolidate our pensions where we both had several from different employers over the years

How has Ashton Eddolls helped you?

Consolidated our investments and pensions in a way that provides us easy access to monitor our investment portfolio and tax efficiency

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing the whole team are very responsive and helpful

Please provide a brief comment about your experience with Ashton

Ashton's advice was informative and well suited to my requirements

Please provide a brief comment about your experience with Ashton

Clear and explains in layman's terms. Punctual for meetings and friendly and informative

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

Rethink of future retirement plans due to Covid-19 pandemic and the lack of flexibility provided by my employer final salary pension if I wished to retire early.

How has Ashton Eddolls helped you?

By, with assistance from a third party specialist, demonstrating that by tranferring my existing pension it could be managed and invested in a way that would allow me to retire early with a good level of income that is flexible and calculated to meet my financial needs now and in the future.

Have you seen the outcome you were hoping for?

It is early days and the world is going through and uncertain time but so far so good. My portfolio has started to grow a little and I have already realised some benefits from transferring my pension. I can now retire 4 years early with confidence.

What could they have done better?

I think, as with many financial experts/specialists, they know their subject so well that there is a tendancy to assume that clients understand terminologies, how things work and and how financial calculations work more than clients want to admit. If like me, you don't have a maths degree and are not highly educated in finacial matters, it can be very difficult to be clear on some points meanings and, as a result, there are occaisionally small things that don't quite work out as expected, so we have to go back for clarification. This is easily remedied by advisors being able to simplify explanations to a level that is clear to clients. Ashton Eddols has done this quite well to date but can do better.

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

Pension Transfer

How has Ashton Eddolls helped you?

Listened carefully to our needs, talked us meaningfully and in simple terms through our options, also the potential risks & the oversaw the end-to-end execution of our pension investments

Have you seen the outcome you were hoping for?

Yes. Despite worst market in over a quarter of a century our retirement pot has not only been protected but has seen gains above other providers

What could they have done better?

Delivered on every timescale commitment. Has had to hold his hand up occasionally, where due to demands of overseeing a rapidly growing business, he has had to prioritise other matters above ours and consequently some target completion dates were missed.

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

Early retirement and pension investments

How has Ashton Eddolls helped you?

set up a portfolio of investment accounts and options to deliver value for money Clearly defined various financial benefits for investments and tax management Provided guidance an direction on Pension specialist

Have you seen the outcome you were hoping for?

This will be proven hopefully over the next 198 months

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

I had several small pension pots and wanted to seek advice on whether to leave as they were or consolidate.

How has Ashton Eddolls helped you?

He helped me understand my options and then arranged for all of them to be consolidated into one investment. This was done quickly and without any issues. He also took into account mine and my husband's other financial circumstances.

Have you seen the outcome you were hoping for?

Yes - despite being my first year, after initial charges have been taken, it has still made money. I am content with the pension provider.

What could they have done better?

Nothing - very impressed with the quality of service and response times.

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

I was approaching retirement and needed advice on my pension choices.

How has Ashton Eddolls helped you?

He gave me good advice on my options and was open to my concerns over risk.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

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

Needed an excellent Financial update as nearing retirement.

How has Ashton Eddolls helped you?

Ashton provided a comprehensive assessment totally understanding my requirements for the short, medium and long term.

Have you seen the outcome you were hoping for?

Yes excellent customer experience

What could they have done better?

Nothing as Ashton totally captured my requirements and understood the ask providing the outcome that I was looking for.

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

I was looking to transfer out of a Defined Benefit pension into a SIPP and I wanted advice regarding the process and financial guidance once the transfer has been completed.

How has Ashton Eddolls helped you?

Ashton provided me a pension advisor to assist with advice on the pension transfer. He then provided thorough and detailed advice in regards to how I invested with the SIPP

Have you seen the outcome you were hoping for?

Yes I was very pleased with the out one it met all of my requirements.

What could they have done better?

Nothing that I can think of.

This review is a follow-up review from a client who left a review previously.

How has Ashton Eddolls helped you since your last review?

Since our last review, Ashton has helped with consolidating and more effectively managing multiple work pensions into one.

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

Being over 55 with a mixed bag of personal pensions it was time to get better control and plan with professional advice for retirement in the not to distant future. One pension was with-profits that had matured and needed a review to improve returns and lower costs. Partial consolidation was one consideration. Drawdown was the likely future strategy. My calculations needed an independent professional check - was I on track or not? It was time to invest money in an advisor.

How has Ashton Eddolls helped you?

An initial review call gave me the confidence to progress to a full, unhurried face-to-face meeting where I laid out my situation. Ashton is the epitome of a calm collected good listener with plenty of well placed questions and observations to drive the conversation towards my goals. He makes you feel at ease and is open about his business, his approach and relevant fee structure. I always felt informed. Agreeing a way forward with clear charges Ashton took plenty of information and went away to research my pensions and associated funds. Interim updates led to a review meeting where detailed reports and charts compared my position to relevant benchmarks. By now COVID19 was rearing its ugly head and this had implications for MVR for the with-profits. Ashton laid out his recommendations and we mutually agreed prompt changes, again with fees and future costs clearly laid-out. Improvements were in sight with guidance on how future funds selections would be managed.

Have you seen the outcome you were hoping for?

All changes were executed with minimal fuss and with relevant notifications and checks on progress. All went smoothly even with COVID19 taking hold. The new pension platform has worked well and is so much more transparent and feature rich offering flexibility I'd not previously considered possible. This became highly relevant with COVID19 starting to disrupt markets, Ashton advising a temporary low-risk position that was easily enabled. I am now in a better go forward position ready for the roller-coaster of the next few years and feeling happy that a decent retirement income will be there. Ashton publishes a newsletter and occasional advisories to his client base that provides a regular cadence of contact.

What could they have done better?

A lot of information was exchanged, a few mistakes crept in that were quickly addressed once highlighted. A bit more double checking would not go amiss - we live in a world of data!

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

Buying our first home, we found ourselves overwhelmed by technical jargon and realised we needed help.

How has Ashton Eddolls helped you?

Ashton made everything simple to understand so we could make decisions with confidence.

Have you seen the outcome you were hoping for?

Yes, the good start that Ashton help us achieve has continued to benefit us every since.

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

I wanted to consolidate my pensions

How has Ashton Eddolls helped you?

Ashton was a great help with advice on which pensions to consolidate and which were best left in situ. He also help with the remortgage of my property.

Have you seen the outcome you were hoping for?

Yes, Ashton provides a great service.

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

Remortgaging a buy to let as well as organising my numerous pensions collected through different jobs

How has Ashton Eddolls helped you?

He managed to complete the remortgage in record time and organised life insurance as required by the policy. He then contacted and merged my different pensions into one provider.

Have you seen the outcome you were hoping for?

Yes

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

Needed someone to assist me through a complicated Mortgage process due to my residency status.

How has Ashton Eddolls helped you?

Ashton helped us find and arrange a mortgage for our house and the renewal.

Have you seen the outcome you were hoping for?

Yes, We both got our initial mortgage and the renewal easily.

What could they have done better?

Nothing, it was a great easy service.

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

I required an IFA to actively manage my UK pension fund.

How has Ashton Eddolls helped you?

Over a period of around seven years now, Ashton Eddolls had been a proactive, highly knowledgeable, discrete, and trustworthy source of sound financial advice for me as it relates to my pension fund. Ashton has always invested time in scheduling face to face appointments with me where appropriate, to sit down and thoroughly review any changes, recommendations and/or adjustments to my portfolio. Ashton is patient, dedicated, meticulous about the details, and most importantly for someone like me who is by no means a financial expert, always explains things in simple, easy-to-understand terms that allow me to fully appreciate what is happening within my pension fund and the broader market. Ashton is highly knowledgeable about macro-economic trends and is able to provide highly valuable insight as they relate to investment opportunities and the global economy in general.

Have you seen the outcome you were hoping for?

Yes. I'm very pleased with the way Ashton has re-structured my investments at a lower cost and a higher rate of return, and feel confident that we will continue our relationship on a long term basis.

What could they have done better?

Nothing to add.