EB Associates Group Reviews 115

I have always been impressed by the care and effort michael oconnel has always put into my business

David is very informative, polite and helpful in his advice. Highly recommended.

I have just had a pension and investment review with David Chambers. He was excellent I'm not very knowledgeable on such things and he has explained everything so I understand. My pensions and investments are doing very well and I'm very happy and would highly recommend David Chambers at Edward Bond.

After a call about my pension that made me nervous I had a face to face with someone and was very impressed. I made the decision to consolidate a number of my pensions into one pot and then (to improve return on half my pension) to split that later between two funds. Michael O'Connell has been my advisor for a few years now and his advice has been very good. He has understood my caution on certain things and never pushed me to make any rash decisions but let the results speak for themselves. Based on his advice I have recently transferred everything into a better fund with higher returns at only a small increase in annual costs (which are more than made for by the higher return).
Michael is a very down to earth person, easy to communicate with, but also knowledgeable about what options are available. After seeing so many worrying stories of dodgy pension scams I was quite worried initially but the regular updates have certainly eased my concerns and I feel 100% confident in their professional ability to look after my pension.
Communication is very good, and at times I have asked for a bit more, but Michael has always endeavoured to meet my requests.
I recommend EB to anyone who has no idea what is happening to their pension as this will help you take back control and have confidence about your future.

Really enjoyed David Bagley input and advise and is an asset to the organisation, honest financial advisor who adapts to the clients needs on an ongoing basis.

For many years I have not thought about my pension, and one day I a received a call from an advisor, who talked me through my options and gave me the pros and cons of not doing anything. At first I was skeptical, but he also gave me information to research myself.
I decided to go ahead and consolidate all my pension pots. I have never looked back.
It wasn't the fact of the consolidation, it was the friendly, courteous, patient and attentive manner the advisor dealt with my case.
Always ready to answer any questions, send information requested and I found him very honest and transparent with all information. He is the best, I have come across in the past 10 years!
David Bagley, you are an asset to the company you work with and I hope you continue to provide the wonderful service for many years to come.

My pension transfer was actioned by Bainlye Drake Wealth during Covid19 restrictions. The transfer was completed with hours to spare and it was a team effort. The paperwork was forwarded, however, the identification was not accepted. Simon found a place to scan additional ID, while he was out of the country. A coordinated team effort.

Simon, at Bainlye Drake Wealth.
Simon have been amazing, I had problems with my pension with the company I worked for, I was 60 last year I was looking forward to having my 25% of my pension I had been making plans. For 3 months I was getting know where and then I received a letter telling me that I could have £150 pounds from my pension for the full year, and that I Would not be able to receive my 25% fo an other 5 years, I was heartbroken and luckily I had met Simon with an other pension I had a few years ago, I spoke to Simon I was very distressed and In tears he was amazing.
Simon sorted my pension that I was able to move my pension to Simon at Bainlye Drake wealth and was great to be able to receive my 25% of what I worked hard for.
There was a Small fee but it is great that it is there if I need it.

Hi we have had a very challenging time this year trying to sort out my pension into a different pension company after a very hard challenge Simon drake and myself managed to reach the deadline it as been very busy and alit of very hard work went into challenge thanks Simon bainlye drake wealth

I’ve dealt with Simon Drake for several years now, not only my pension, but transfers and Mortgage advice. I would give him 5 stars all the way.

Talked into moving a pension to this company but they failed to tell us that we had to pay £400 to take money away from them. The reason for this is so that we are aware of the risks - Really My husband is far from stupid just want to pay our mortgage off. Maybe its bad timing due to covid and im sure all investments have taken a knock but a loss plus £400 fee is a bit greedy on E B ASSOCIATES GROUP part especially when they taken thousands of pounds from your pension as soon as it gets to them surely that is enough!!!! The only ones making money is this company - GREED. Written on behalf of my husband Michael Williams.

EB ASSOCIATES GROUP STATED
"We are unable to discuss your husbands pension over this review"
How very unprofessional, stated that you cannot discuss his pension on this review but you have just told the world that he is taking the whole of his pension, isn't that confidential private and confidential???

EB associates Dave Bagley is an asset to the organisation and a true, honest financial advisor who adapts to the clients needs on an ongoing basis.
I would recommend Dave to any potential parties interested in seeking financial advice.
Bal Phull

I had a static pension fund that wasn’t performing well. I wanted it to perform better and went onto a pension comparison site and Edward Bond came out on top for my requirements.
After an initial phone call to them, an appointment was made for an in depth discussion with David Bagley. He listened to what I wanted and expected for my retirement plan. He then explained my options towards my retirement including pitfalls!
At no time did I feel pressured into anything and didn’t have to sign up for anything there and then. He left me to consider everything and also left documents for later perusal.
I felt confident that EB was right for me. David has always been very attentive with phone calls to inform me of how my pension is performing and of how I feel about where I want to go with it.
I like the idea that you can manage your pension in respect of where your money is being invested and in what sectors.
David has never failed in our yearly reviews. So far I have been delighted with Edward Bond Associates and also with Mr Bagley.

The meeting was concise informative with the right amount of advice and information I needed.It was done in a polite and friendly manner and it was very helpful.

Alefa at Bainlye Drake who are part of EB Associates Group came highly recommended to me. He helped me plan for retirement and set up a pension as well as making the remortgage process hassle free. The online portal is brilliant too.

I was recommended EB Associates and Kelly Armstrong through a work colleague and I am so glad I used them. As a first time buyer I didn't really have any idea what I was doing but Kelly was always on hand to answer any questions I had and point me in the right direction.

We got our mortgage and life insurance policies through her, both zero hassle and found us a cheaper deal for our life insurance.

Excellent service and I will not hesitate to use again. Thank You!

Good communication about what is happening about the investment, so far good results and my advisor is always looking at ways of making the investment better and is always helpfull about any queries I may have.

Great company, gave me clear options and applied no pressure for me to use their service!