Edward Bond Wealth Management Reviews 

50
TrustScore 4.5 out of 5

4.7

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Rated 5 out of 5 stars

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.

Rated 5 out of 5 stars

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... See more

Company replied

Rated 5 out of 5 stars

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... See more

Company replied

Rated 5 out of 5 stars

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... See more

Company replied

Company details

  1. Pension Fund
  2. Financial Consultant
  3. Financial Planner
  4. Investment Service

Information provided by various external sources

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.


Contact info

4.7

Excellent

TrustScore 4.5 out of 5

50 reviews

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No history of asking for reviews

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4.7

All reviews

(50)

3 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 4 out of 5 stars

supplying a will

Very good service and helpful.

The only complaint I have is when you send out a letter requesting a reply. Please send a sae

March 15, 2017
Unprompted review
Edward Bond Wealth Management logo

Reply from Edward Bond Wealth Management

Thank you Mr. Coleman for your feedback. We are pleased to hear you were very happy with our services and we will ensure that every letter will be sent with a prepaid self-addressed envelope.

Jerome Gray
Marketing

Rated 5 out of 5 stars

Excellent service

Stephen lart has set life cover for myself and my whole family and has done an outstanding job!! Would highly recommend him to anyone who is interested in life cover or needs help with financial servives

Thank you again

March 11, 2017
Unprompted review
Edward Bond Wealth Management logo

Reply from Edward Bond Wealth Management

Hello Amandip,

Hope all is well. Many thanks for your review regarding Steven Lart's services.
We will pass the message on to him.

Jerome Gray
Marketing

Rated 5 out of 5 stars

Great result!

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 great advice and guidance Stephen gave, I must add that he is totally approachable, responds to emails usually by return or the same day and deals with any issues in a very professional and efficient manner.

I would highly recommend Stephen and this company to anyone looking for any kind of financial advice or assistance.

Many thanks again Steve

Mrs C Cole
(London)

March 11, 2017
Unprompted review
Edward Bond Wealth Management logo

Reply from Edward Bond Wealth Management

Hey Claudette,

Thanks for your great review. We are pleased that your service with Stephen Lart went incredibly well and we'll pass the message to him.

Jerome Gray
Marketing

Rated 5 out of 5 stars

Making Pensions Interesting

Simon Drake of Edward Bond has looked after my pension since first meeting with me 3 years ago. I have found him to be honest, hardworking and very reliable. He has kept me informed about my pension, explained everything so I can understand how it works, and the most important part, the pension is working hard and increasing in value.
Simon has actually made pensions interesting.

March 4, 2017
Unprompted review
Edward Bond Wealth Management logo

Reply from Edward Bond Wealth Management

Hi Gary,

Many thanks for your feedback and it is good to hear that you are satisfied with the service that our adviser Simon Drake has provided. We will pass on your great comments to Simon Drake.

Jerome Gray
Marketing

Rated 5 out of 5 stars

Pension review

Having been with my personal financial advisor Simon Drake for 4 years I would recommend his services to all that need ANY help to move foreard with their financial planning. I find him very approachable and extremely friendly whist protraying a very professional attitude. Having sorted out my pension nightmare and getting the ideal life insurance for myself I can now sleep at night knowing my future at least is financially sound.

February 13, 2017
Unprompted review
Rated 5 out of 5 stars

Life Insurance

I found Michael at Edward Bond to be extremely helpful and knowledgeable of the product. If was not for him and his approach I would not have taken out Life Insurance with Edward Bond.

February 2, 2017
Unprompted review
Rated 5 out of 5 stars

Outstanding excellency

My experience with Michael O'Connell of Edward Bond is has been very life changing and rewarding. Every company in the U.K. Should have a Micheal O'Connell working for them , who goes above and beyond our expectations.

Thanks you

Adebayo adeyosoye

February 1, 2017
Unprompted review
Rated 5 out of 5 stars

Great service

Michael set up my life insurance a few months ago now, he has helped me use the vitality rewards and i have already recommended friends

February 1, 2017
Unprompted review

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