Alastair's reviews
Reviewed for
Pensions ( 23 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 12 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 20 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 8 )
£50k - 100k ( 1 )
Review
by a verified client in Down
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed professional advice on my situation.
How has Alastair Moore helped you?
He has helped me put my financial affairs in order.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
The process went well and I can think of no improvements on Alastair's side.
Review
by a verified client in Down
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Alastair Moore helped you?
Alastair explained their services in a very straightforward way. He has consolodated our savings and pensions and advised on a suitable platform to manage our finances into the future. This has given me the confidence to commit to retirement with the addition of knowing that there is continued support on a secure and regulated basis
Have you seen the outcome you were hoping for?
I have seen some improvment in my holdings but it is early days as we only complete recently
What could they have done better?
I do not have an answer at this time as I am satisfied with his service to date
Review
by a verified client in Antrim
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement and needed financial planning advice
How has Alastair Moore helped you?
He has provided clarity on the path to retirement in what is a notoriously complicated area.
Have you seen the outcome you were hoping for?
Yes, so far, so good.
Review
by a verified client in Down
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sale of my husband's business
How has Alastair Moore helped you?
knowledge, reassurance and trust.
Have you seen the outcome you were hoping for?
Yes, a greater confidence in our financial planning
What could they have done better?
Nothing- Alistair is extremely professional, exhibits confidence and complete integrity. He is very reassuring and his advice is greatly appreciated.
Review
by a verified client in Down
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
poor return on previous investments
How has Alastair Moore helped you?
gave us options depending on risk assessment
Have you seen the outcome you were hoping for?
too early to say
What could they have done better?
nothing- he was there for any advice or explanation