Edward Bond Wealth Management Reviews 

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.

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.

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

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

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.

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.

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!

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.

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.

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.

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.

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.

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

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 !!!

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.

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

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.

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.

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.