Eadon & Co レビュー 243

I spent many weeks trying to find a local adviser without success.
After a few conversations with Eadon & Co everything seemed very easy and straight forward. You hear all these horror stories of scams and hidden charges but with the team on hand, all was simple and straightforward.

Excellent communication from start to finish, regular updates, no requirement at all for me to chase them for updates

From start to finish Eadon and Co have been a breath of fresh air. I am a retired engineer and have no experience on pension finance. Research led me to Eadon and Co and from initial contact the staff were polite, attentive and put me at ease. In my case i required a drawdown pension plan, the advisor explained the journey from transfer to completion,any tax implications i would encounter and the best way to move forward.
A pleasant experience throughout and with special thanks to Becci and Zach and of course the backroom team. They have an outstanding knowledge base, are professional with the ability to answer all questions honestly and no matter what the size of your investment pot Eadon and Co will work with you explaining everything in plain language at your pace
A big thank you to all.

It is so nice to talk a human, all the process was easy,they did all the chasing up with the different pensions and kept me upto date.Then put them all into one pot,which was suitable for my needs l would recommended them.

Eadon & Co delivered great service throughout. From excellent initial advice to a clear and actionable financial plan, everything was handled professionally.

Very good customer service. Very good at explaining the process and making the complex details simpler. I dealt with various people and they were all the same approachable, friendly, efficient and helpful.

If it wasn’t for your financial advice, I wouldn’t have, no way, been in the situation that I’m in now! So many thanks too you and your team! I will definitely recommend your services, too as many people, that ask!! For your advice!!!

Always kept me in the loop at what was happening with my pension

We are so pleased we contacted Eadon & Co. They have guided us through our financial matters with kindness, understanding out needs and respect.
Thank you.

friendly,helpful service.I was kept up to date at every stage

From my initial call for advice to completion of my enquiry, the team have been fantastic throughout. Highly recommended if you're in the market for advice.

Amazingly responsive and helpful right from the start. Comprehensive and thoughtful advice with clear explanations for those unfamiliar with pensions. Kept updated throughout process with the process itself seamless and hassle free. I feel valued as a client and know my investments are in safe hands.

I have used Eadon&co mainly Dan and Becci who have helped me to start getting the most out of one of my pensions. They have been very helpful, friendly and professional in making sure I am fully informed of progress of the transfer and the type of funds I’m invested into. I’m hoping my funds will now be invested and grow at a better rate. I will continue to use Eadon & Co

Eadon & Co have been a breath of fresh air. I was at a stage where I was unsure of what to do with a meagre sum of money, and they came up with a plan that exceeded my expectations. From the first consultation with Dan Walker, who was clear and complete in his explanation of what could be done to build my pot and give me a brighter outlook financially, right up to the welcome call from Becci Sullivan when everything was complete. They kept me updated regularly on the process of transferring and setting up the investment plan via email, and if I had questions I felt comfortable knowing that one of the team was always available to reach out to. I'm now more confident in my future and believe we will have a happy relationship going forward. I will be recommending them to family and friends.

What a wonderful team, initially the process felt quite daunting, but with support from all the team, the process was explained and information given so that we could understand, giving us the confidence to move forward knowing that our money is in good hands. Very good communication, and friendly professionalism from all. Highly recommend this firm.

First time I have ever used a financial advisor and I found this company to be very helpful and knowledgeable about how to manage my pension funds and how to get the best out of them

Elizabeth made regular contact and was extremely polite and helpful during our conversations

I recently decided to pass my finacial affairs (Pension and stocks & shares ISA) over to Eadon & Co. From the onset of my initial enquiry, I feel that I am in good & safe hands having placed my finanial investments with them. I have been impressed by the personal service I have recieved, their financial expertise and the way this has been delivered. They explained things fully to me where there has been a lack of knowledge or understanding and all the staff I have spoken & dealt with are professional & easy to talk to. I would have no hesitation in recommending Eadon & Co to others for their financial planning.

Very impressed with the advise i received and the communication from Eadon every step of the way. i was kept fully informed as to what was happening and clearly Eadon were checking regularly to ensure a smooth transition.

I attended an event for information about retirement, I think my local council facilitated it.
My circumstances were a little complicated because I was acting on behalf of my husband for whom I have Power of Attorney and I really wanted to get things right.
Eadon &Co were at that event.
The young lady, Becci, was so helpful.
There was no hard sell, she asked questions, she listened, she gathered information, she gave me lots of pointers so I really felt confident to take things further.
I found Eadon &Co to be very professional and attentive; they did all of the information gathering, touched base weekly, ironed out hiccups ( which there were as POA can be complicated)
I could not have done this without their assistance, for sure!
Tim took charge of the investment plan, ably assisted by Elizabeth and Becci.
A thoroughly professional team who made it all flow nicely into place.
I’m very glad that I went to this firm and can highly recommend them.
I have my own pension to sort in three years so I know where to go!