Edward Bond Wealth Management Recensioni 

50
TrustScore 4.5 su 5

4,7

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Valutata 5 stelle su 5

I’ve been a customer of Edward Bond Wealth Management for over 10 years and have always been extremely happy with the service they provide.

Valutata 5 stelle su 5

Met Simon four years ago, my previous company were doing absolutely nothing to improve my funds. But Simon was like a breath of fresh air, he listened to what I had to say and has helped tremendously... Leggi di più

L'azienda ha risposto

Valutata 5 stelle su 5

A big thanks to Stephen Lart whose recent advice has put about £50,000.00 into me and my husband's bank account regarding a critical illness payment which happened in 2012! Apart from the gr... Leggi di più

L'azienda ha risposto

Valutata 5 stelle su 5

Ive been visited by Simon Drake now for the last 4 years, To be quite honest i look forward to his visits every year, so informative, a font of knowledge, and a true gentleman to chat with..even the k... Leggi di più

L'azienda ha risposto

Dettagli dell'azienda

  1. Fondo pensionistico
  2. Consulente finanziario
  3. Pianificatore finanziario
  4. Servizio di investimenti

Informazioni fornite da varie fonti esterne

Edward Bond Wealth Management provide services to help you improve your financial plans. We are experts in the field and aim to deliver information, advice and solutions which are clear and easy to understand. We will help you throughout your lifetime and pride ourselves on our long standing client relationships. With Edward Bond, Your plans will be kept under review so you can rest assured in the knowledge that expert assistance is always on hand.


Informazioni di contatto

4,7

Eccellente

TrustScore 4.5 su 5

50 recensioni

5 stelle
4 stelle
3 stelle
2 stelle
1 stella

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4,7

Tutte le recensioni

(50)

3 recensioni negli ultimi 12 mesi

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Valutata 1 stelle su 5

Would not recommend Edward Bond Wealth …

Would not recommend Edward Bond Wealth Management to anyone, very happy to take their cut of your hard earned pension in a transfer, but when their employee’s mess up, they aren’t interested in reimbursing you in any way. Daniel Bowles was my financial adviser, and when he set up the payment date incorrectly, despite my very explicit instructions, Edward Bond Wealth Management did not feel they should make amends me, even though their employee’s actions lead to me being overdrawn in a brand new bank account ! Be careful if you trade with this company.

26 novembre 2017
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Risposta di Edward Bond Wealth Management

Hello Mark,

I am very sorry to hear your concerns. After looking in to your case, unfortunately we cannot see any notes to state the start date but the adviser has apologised if this was lost in communication as this has never happened before. As a good will gesture, your adviser had offered to reduce your ongoing reviews by 50% which was accepted in June and then later declined.

Jerome Gray
Marketing

Valutata 5 stelle su 5

After being miss sold a SIPP pension …

After being miss sold a SIPP pension and having all my pension fund trapped in a bank account I could not access a friend recommended Simon Drake of Edward Bond Wealth Management. Simon worked tirelessly to help retrieve my pension fund, after a long slog he did just that and helped me set up a pension scheme to suit me which is now performing better than I could of wished for. On top of that Simon helped me peruse the miss sold SIPP with the FSCS and I have just been awarded £12,000 in compensation. I cant thank Simon and Edward Bond wealth Management enough.

20 novembre 2017
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Risposta di Edward Bond Wealth Management

Hey David,

Thank you for taking the time to leave this great review with us. I'm pleased that you were able to sort out your pension with the professional aid of Simon Drake. We understand it can be a serious issue having your SIPP mis-sold; being granted a £12,000 compensation is truly excellent.

All the best,

Jerome Gray
Marketing

Valutata 5 stelle su 5

after being introduced to Simon drake …

after being introduced to Simon drake over a year ago by a friend I found his professionalism to of a high standard everything was explained to me thoroughly and in a way I could understand , after discussing the various options he explained the easiest and safest way for my money to work for me when I turned 55 he advised me how to use my 25% share of my pension to the best advantage this we did in a way which we both were happy with I will recommend Simon drake to my friends without any hesitation

20 novembre 2017
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Risposta di Edward Bond Wealth Management

Hello Andrew,

Thank you for your review.

Jerome Gray
Marketing

Valutata 5 stelle su 5

Great

Great, Simon has been fantastic over the 4 years he has taken over my pension. Edward Bond have been great and my pension has been staedily moving in the right direction

8 novembre 2017
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Risposta di Edward Bond Wealth Management

Hi IIyas,

Thank you for your review. I've passed the message on to Simon Drake, who is pleased to hear about this.

On behalf of Edward Bond we are happy to have helped you move your pension in the right direction.

Jerome Gray
Marketing

Valutata 5 stelle su 5

I've known Mr Simon Drake for 2years …

I've known Mr Simon Drake for 2years nown, When I fireturn met him, I knew from the outset this was the man for my pension scheme He went through all the options available & on his advice agreed to transfer my 2 pensions to Edward Bond. My pension had a very good year, so I borrowed a large sum from it.He nowith has my wives pension in hand. Simon is a very likeable chap see you next year.thank you Simon.

20 ottobre 2017
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Risposta di Edward Bond Wealth Management

Hey Paul,

Thanks for your review Paul. I will let Simon Drake know.

Marketing
Jerome Gray

Valutata 5 stelle su 5

Friendly, expert and professional

Friendly, expert and professional. Definitely feel that my financial adviser is on my side and genuinely looking after my best financial interests. Simon is an amazing expert on pensions and explains in layman's terms the performance of my pension, and guides me through making sound decisions on how to plan for the future.

18 ottobre 2017
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Risposta di Edward Bond Wealth Management

Hey Tom,

Great to hear that you are pleased with Simon Drakes professional services in regards to your pension.

Jerome Gray
Marketing

Valutata 5 stelle su 5

Defined Benefit Transfer

I had several funds which i wanted to consolidate including a defined benefit. Simon - EBWM guided me through the process, explaining the steps all the way through to completion after the potential value of the transfer was identified.
EBWM kept me up-to-date with all the progress and i always felt I could approach EBWM with any queries I had. The process was severely time constrained and EBWM made me feel a valued customer in the time and efforts given to complete the transfer in time. Cant thank them enough!

10 ottobre 2017
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Risposta di Edward Bond Wealth Management

Hello Trisha,

Many thanks for your great review! It's excellent to see that pension has transferred successfully and you are now at peace of mind with your portfolio growth. Thank you for being patient with us as the process can sometimes be fairly long. I will be sure to let Simon know.

Jerome Gray
Marketing

Valutata 5 stelle su 5

Personal pension

I have been with Edward Bond Wealth Managemet for 4 years now after switching my personal pension with them and i can highley recommend them. My personal pension is now doing realy well since switching to them where beforehand it was doing poorly, i now have regular reviews so i know exactly how my pension is doing or switch my pension with ease and im able to contact my advisor easily should i require any advice about my pension plus i also received regular newsletters by email which help me understand exactly whats going on in the financial world and how this may effect my pension. I look forewards to my visits from my advisor Simon Drake as he is more than happy to help or explain to me anything im unsure of.

18 settembre 2017
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Risposta di Edward Bond Wealth Management

Hey Neil,

Thanks for your great personal review regarding your experience with Edward Bond Wealth Management and more specifically with Simon Drake.

I am incredibly pleased that you are happy with our service and benefited from it.

Jerome Gray
Marketing

Valutata 5 stelle su 5

Simon Drake

Have been with the company just over 3 years after a meeting with Simon Drake. My pension has increased every year under the guidance of Simon quite considerably. Simon is friendly informative and I would highly recommend both him and the company.

11 settembre 2017
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Risposta di Edward Bond Wealth Management

Hello Carl,

Thank you for your review Carl for your review on Edward Bond Wealth Management.

I'll pass on your message to Simon Drake

Jerome Gray
Marketing

Valutata 4 stelle su 5

very nice person come across very well …

very nice person come across very well and informative. I have very little knowledge on pensions and am a bit thick
but I have been enlightened. tinashe was very professional and came across polite. will do abetter reveiw next year when we make money.

9 agosto 2017
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Risposta di Edward Bond Wealth Management

Hello Darren,

Thanks for the review and sharing your experience with us.

I will inform Tinashe of your review.

Jerome Gray
Marketing

Valutata 5 stelle su 5

Excellent

Excellent - 1st rate service and performance

Great monthly economical reviews e-mailed and excellent professional annual reviews.

Available anytime to discuss any question that you may have with regards your fund.

19 luglio 2017
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Risposta di Edward Bond Wealth Management

Hey David,

Thanks for the great review. We take pride in bringing a great customer experience with our clients.

Jerome Gray
Marketing

Valutata 5 stelle su 5

Simon Drake.. financial advisor

Very informative and keeps a close eye on all aspects of my pension. Newsletters are sent out on a regular basis, ensuring I am kept well advised. Would strongly recommend using this service for all aspects of financial investments.

6 luglio 2017
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Risposta di Edward Bond Wealth Management

Hello Lee,

Thank you for your review. We are happy that you have peace of mind with your pension and are constantly advised and updated.

Jerome Gray
Marketing

Valutata 5 stelle su 5

Met Simon Drake 2 or 3 years ago …

Met Simon Drake 2 or 3 years ago thought he was full of tosh like the rest
But he said everything in plain English
And my pension has done what he said I waited 3 years before writing this
But credit where it's due

14 maggio 2017
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Risposta di Edward Bond Wealth Management

Hello Damian,

Many thanks for your review.

I will be sure to pass your message to Simon Drake.

Jerome Gray
Marketing

Valutata 5 stelle su 5

Simply superb

I was contacted by Edward bond wealth management just over 4 years ago and can honestly say that the whole experience has been a highly positive professional one. The annual review with Simon drake is always conducted in a very clear well explained and pleasant manner , something to actually look forward to.
Couldn't recommend Edward bond wealth management and particularly Simon drake more highly !!!

12 maggio 2017
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Risposta di Edward Bond Wealth Management

Hey Andrew,

Pleased you are benefiting from your annual reviews and they are proving to be highly positive.

Thank you for your review and I will be sure to let Simon Drake know.

Jerome Gray
Marketing

Valutata 5 stelle su 5

Over the past 4 years I have had the …

Over the past 4 years I have had the pleasure of Simon's expertise, he 1st helped to combine all my different pensions then ensured everything was easy to understand, every month I receive a newsletter from him on things that are happening which could effect my pension funds and every year I receive an annual visit from Simon to review the performance of my pension.

I would highly recommend Simon and Edward Bond Management to anyone requiring expert help for any investments they are contemplating , go ahead ring them you won't be disappointed.

7 maggio 2017
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Risposta di Edward Bond Wealth Management

Hello David,

Many thanks for your review. We appreciate the time you took to express your experience with us.

I will be sure to pass your message to Simon Drake.

Jerome Gray
Marketing

Valutata 5 stelle su 5

Simon Drake

Met Simon four years ago, my previous company were doing absolutely nothing to improve my funds. But Simon was like a breath of fresh air, he listened to what I had to say and has helped tremendously in improving my investments. Would highly recommend Simon and his company to friends and family alike. Many thanks Paul Sherlock

19 aprile 2017
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Risposta di Edward Bond Wealth Management

Hello Paul,

Many thanks for your recent review regarding Simon Drake's service on behalf of Edward Bond.

I will be sure to pass your message to him.

Jerome Gray
Marketing

Valutata 5 stelle su 5

Very easy process

I recently worked with Martin to have a Will and Trust written for my Wife and I as we have a newborn. It was a lot easier process than I thought it would be and he helped me understand every step of the process. I would definitely recommend using this service if you need a Will or Trust.

19 aprile 2017
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Risposta di Edward Bond Wealth Management

Hello Inderpal,

Thank you for your review on Edward Bond Wealth Management.

I'll pass on your message to Martin.

Jerome Gray
Marketing

Valutata 5 stelle su 5

Ive been visited by Simon Drake now for …

Ive been visited by Simon Drake now for the last 4 years, To be quite honest i look forward to his visits every year, so informative, a font of knowledge, and a true gentleman to chat with..even the kids love him enough to share there precious choclate with. long may it continue.

18 aprile 2017
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Risposta di Edward Bond Wealth Management

Hello Neil,

Thank you for your review on Edward Bond Wealth Management.

I will make sure Simon Drake receives your review.

Jerome Gray
Marketing

Valutata 5 stelle su 5

Highly recommended company with you in mind.

Edward Bond first contacted me around 4 years ago about my pension,it was at that stage i met Simon Drake who became my own personal financial advisor regards my personal pension.I can honestly say its been one of the better decisions regards my financial future.Simon is a honest smart and likeable guy who makes you feel comfortable and explains everything in easy terms so you understand your own personal situation. In the past 4 years ive had to make a few changes and needed extra guidance of which Simon has been fantastic and sorted it with the upmost efficiency.I would recommend Simon to anyone who needs any kind of advice regards pensions, life assurance or any other similar products, it will be one of your better decisions. From a very satisfied customer. Many thanks Alan.

21 marzo 2017
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Risposta di Edward Bond Wealth Management

Hello Alan,

Thank you for your review on Edward Bond Wealth Management.

We will be sure to pass on the message to Simon Drake.

Jerome Gray
Marketing

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