Alfie Richmond

Alfie Richmond

Twelve Wealth Management Ltd

Alfie's reviews

Reviewed for

Insurance and Protection ( 3 )

Mortgages ( 1 )

Pensions ( 8 )

Investments and Savings ( 1 )

Reviewers' assets

£50k - 100k ( 1 )

Up to £50k ( 1 )

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Review

by a verified client in Essex

a year ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Needed to start a pension

How has Alfie Richmond helped you?

He has pointed me in the right direction with my pension, amazing advice and his service is always faultless

Have you seen the outcome you were hoping for?

I have seen a great outcome and more, doing better than I expected

What could they have done better?

Couldn’t have done any more than they have already

Repeat review

by a verified client in Essex

3 years ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Alfie Richmond helped you since your last review?

Alfie has been incredible with his diligence and care towards me regarding my pension, he is always updating me on the progress and always gives advice on the best steps to help my pension grow at the best rate possible.

Repeat review

by a verified client in Essex

4 years ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Alfie Richmond helped you since your last review?

Alfie has helped me massively with my pension and is someone who I trust very much and recommend highly to anyone and everyone that needs help in this area of business.

Review

by a verified client in Essex

4 years ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

To gain a better understanding on how I can manage my pension.

How has Alfie Richmond helped you?

Great pension and life insurance advice.

Have you seen the outcome you were hoping for?

Yes.

First impression

by a VouchedFor user

4 years ago

Overall

Please provide a brief comment about your experience with Alfie

I wanted advice regarding mortgages and insurance. I needed to establish how much I could borrow and get an idea of the current mortgage rates. Additionally, I wanted to understand what insurance policy would be best suited to my situation and a rough idea of the premium involved.