EB Associates Group Reviews 116

Matthew Leadbetter contacted me earlier in the year as I was trying to make sense of my various pensions, all of which were spread around and of little use. Matthew advised my to put all of them into one place in a form that would offer me control and choices when I want to take payments, this is an ongoing process but so far is making a messy and stressful situation into something I can work with. Thanks Matt

Matthew has put all my pensions together which I truly appreciate.
Matthew is extremely patient and explains everything really clearly. I have introduced him to my friend, who is also very happy with his services. Matthew is exceptional.

Matthew Leadbetter has been very helpful in helping me merge several pension pots into one and moving to a new provider. He took the time to explain everything to me very clearly. The new fund is already performing well. He also followed up to check I was happy with everything which I really appreciated. My son now needs some financial advice and I will have no hesitation in recommending Matthew to him.

Matthew Leadbitter has been very helpful in helping me change my pension provider. So far the investment has gone up significantly and i hope this continues. He is always at the end of the phone if i have any problems or concerns.

Hi Oliver has been my adviser for a while now and has sorted all my finances out and got me such a good pension that I have now retired at 63 if I need him for any broblem his just a phone call away.
He keeps in touch minimum once a year to make sure things are ticking over nicely.
I don't think I would be where I am now without his professional advice .
If you get the chance to use him grab it with both hands you won't go far wrong good luck. 👍
Paul Curtis.

Earlier on in the week I scheduled a telephone appointment for 14:00 today and cleared my work schedule for this.
No call.
Very disappointing. First impressions and all of that...

Contacted by David for an annual review a couple of months ago and at the time I was going through bereavement. David was very compassionate and immediately offer to postpone. Today I had my pre-arranged review but he still checked I felt ready for this and reassured me I can ask any questions at any time in future. As always a friendly and professional service, I felt able to ask anything and was confident in my decisions knowing I can re-check anything at anytime, showing he had understanding for my current mental state.

Always great to speak to David. A friendly conversation with good, sound advice. Couldn’t recommend them enough.

Excellent service. Information and advice given in a clear friendly and professional way. Would not hesitate to recommend.

Apologies for the late response, I recently had a pension review with EBS, David Bagley, if you want pension advice David is your man, very knowledgeable, he knows you know.

Another great annual review of my pension plan with David Bagley from Edward Bond Assoc.

As always - David took a lot of time to fully explain previous performance and future options vs my wants + needs, incorporating how changes to the ‘cost of living’ will likely impact my target income requirements in the future

David has always been there during the year for ad hoc queries (as well as the mid year review) - he is always very quick to reply with required information and general guidance

The tools (portal, reports) are also very valuable to me - their detail helps me understand performance as well as make decisions re when / how much to invest in my pension plan

Thank you David !

Just had my annual review with David bagley very highly recommend plus always listings to your conversation and if u have any problems he will put you in the right direction. Very highly recommended.

David Bagley telephoned me Monday but I was still at work and he happily said he would call Tuesday at a convenient time which he did. He is very patient and will always help with any questions but as the market is not improving much there is not a lot to say other than invest more if you can but I don’t think anyone will currently until they see the knock on effect the increase in bills are going to have
Regards
Mrs dickson

Had my review with David, very helpful and always contactable. helpful and friendly. Thank you David!

I had my Personal Pension Review with David Bagley.
Extremely knowledgeable, helpful to my personal requirements now and for the long term.
I feel very confident with David and would highly recommend him.

Luke has been consistently polite, attentive, knowledgeable and prompt with communication and explanations over the many years that he has been supporting me with my financial plannng. Thank you Luke.

Luke has provided me with a clear and concise annual report on my pension. He is professional, well-spoken and explains clearly any answers to questions I have had.
I feel that Luke provides extensive service in a friendly manner.
It's a pleasure doing business with him.
Thank you, Luke

Very knowledgeable, smart and knows his stuff

Like my financial advisor was very good explaining everything to me and after we finished I was very satisfied that I was doing the right thing.

I have a regular annual report of my accounts, Luke is very professional, knowledgable and patient. No detail is left unturned and no question is unanswered. Great service all round. I could call him at any time if I needed to and not feel like I was a burden, I feel like a valued customer.
Andy.