Private Wealth Management. For a self employed consultant not to engage, follow up and more importantly keep the client upto date is shameful and a loss to his income. View Edward A. Bondy’s profile on LinkedIn, the world's largest professional community. The potential to earn a significant income by giving the very best advice to our clients. Well it certainly wasn’t haemorrhaging value like it is now therefore I was mis-sold a financial product! :). About Us. 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. Thames Road, Cape Breton University. CUSTOMER SERVICE REP-MIDLANDS. This company has been dealing with my finances. DA1 4TQ. See all 38 Edward Bond Wealth Management salaries, See all 9 Edward Bond Wealth Management reviews. Edward Bond Wealth Management currently have one of the best performing models in the industry. See who you know in … 6 months on I'm still non the wiser as where my transfer of funds is..... the larger sum seems to have disappearedNo contact, impossible to get through too. I now have to contact my pension provider to change my address back to what it was before, having had my time completely wasted by people who either don't listen or simply don't understand what they can or can't do. EB Associates Group is registered in England and Wales no. 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. No swear words were used! My pension HAS lost value due to commission paid to Edward Bond WM and a monthly service charge plus Aegon’s monthly charge. Claim your company profile to access Trustpilot’s free business tools and start getting closer to your customers today! Compare pay for popular roles and read about the team’s work-life balance. After being cold called 18 months ago by this Organisation offering a free pension review, a check to see if I’d been misold a pension and if I had any funds that were forgotten about an unclean girl turned up in paint stained leggings (saying she’d been doing some decorating that day!) Mar 2011 – Present 9 years 8 months. So Edward Bond is now permanently closed and they’re trading as Charles Derby with the same logo. Uncover why Edward Bond Wealth Management is the best company for you. Honesty and integrity are key factors for me in dealing with any one person or organisation. Claim your company profile to access Trustpilot’s free business tools and start getting closer to your customers today! It looks like I should have seen Simon Drake - however I didn't. Thames Road, At EB Associates Group our aim is to help individuals and businesses to achieve their financial goals. 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. Wow,how time flies,its 3 years since i signed up with Edward Bond,and not for one minute,do i have any regrets,my financial advisor Simon has guided me through the financial maze we face everyday,my pension is doing very well,all thanks to his guidance of Simon,who is a man at the top of his trade,constantly checking imformation of the financial world that effects us all,so thanks to his advice,i;ve no problems recomending this company,to anyone looking for financial or pension advice,happy days,long may it continue,thanks again.Steve. The permitted business of Intrinsic Wealth Management is advising on and arranging pensions, investments, … Fantastic results, very impressed to date. Absolutely useless! Find out what works well at Edward Bond Wealth Management from the people who know best. En nuestra web podrás leer y publicar opiniones, quejas y sugerencias sobre Edward Bond Wealth Management. I also had several phone calls from these people asking me to sign a letter of authority to change the management from Edward Bond to Charles Derby, an act they’d already carried out without my authority! Wow,how time flies,its 3 years since i signed up with Edward Bond,and not for one minute,do i have any regrets,my financial advisor Simon has guided me through the financial maze we face everyday,my pension is doing very well,all thanks to his guidance of Simon,who is a man at the top of his trade,constantly checking imformation of the financial world that effects us all,so thanks to his advice,i;ve no problems recomending this company,to anyone looking for financial or pension advice,happy days,long may it continue,thanks again.Steve. Always very easy to deal with. I would highly recommend this company. Based in Liverpool, we provide wealth management advice to clients both within the City, and more widely throughout the UK. Registered office, Water House, Texcel Business Park, Thames Road, Dartford, Kent, DA1 4TQ. I accepted the offer and was visited by a representative of the company who took me through the options available I took the advice and changed my pension provider. 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. Report this profile; About. All business will be chased through by the back office team to ensure you achieve your goals. Our approach is straightforward. I apologise for any offence caused and this was unintentional as I was merely reviewing this company based on personal experience and opinion. to take details of my pension. Edward Bond Associates. 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. I also find that in commissions paid to this outfit and a monthly charge I’ve lost £3000 off my pension. Having been with Edward Bond and dealing with Simon Drake personally for 2 years that is exactly what I have encountered with nothing short of a 5 star service....and as a bonus my investment has made staggering growth in this period of time. Having been with Edward Bond and dealing with Simon Drake personally for 2 years that is exactly what I have encountered with nothing short of a 5 star service....and as a bonus my investment has made staggering growth in this period of time. What sort of prediction is that except a very gloomy one especially when I’d been told by their financial advisor that my pension was underperforming with Standard Life! You will also receive comprehensive administrative support, meaning you can focus on maximising your client facing opportunities. Or are the hours set? What advice would you give the CEO of Edward Bond Wealth Management about how to improve it? The service provided by Amandeep was great, she was extremely prompt in answering all of my queries and she explained everything in much detail. Simon Drake took over the asset well impressed with the financial rewards and his down to earth attitude and freindly nature, Simon Drake came to our house to help me with my pension about 3/4 years ago, We have had some very informative conversations about pensions and such like and I understand everything he says, he is very clear with the information he is telling us. If you are ready to build a career in a dynamic organisation, then Edward Bond Wealth Management is the company for you. A recent statement from Aegon states 99.75% stocks and shares and 0.25% cash! If you are looking for your next career opportunity, we look forward to hearing from you. Three years ago I answered a unsolicited call on my mobile which is something I don't normally do, this has proved to be a very wise decision that call was from Edward bond offering a free pension review. Building and maintaining relationships with our clients. How much does Edward Bond Wealth Management pay their employees? Edward Bond Wealth Management is the most successful financial advisery practice for revenue generated per adviser in the whole Intrinsic Network. Edward Bond Wealth Management. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567. Form type: CERTNM Date: 2018.11.22 Child documents: Document type: ANNOTATION Date: 2018.11.22 Form type: RES15 Document description: CHANGE … This company has been dealing with my finances, they are very helpful, polite and professional. Cookie Policy | Privacy Notice. I was cold called as I didn’t opt in for anything and when I was cold called they didn’t know my name! Three years ago I answered a unsolicited call on my mobile which is something I don't normally do, this has proved to be a very wise decision that call was from Edward bond offering a free pension review.

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