Alastair's reviews
Reviewed for
Pensions ( 27 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 13 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 24 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 9 )
£50k - 100k ( 1 )
Review
by a verified client in Down
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The standard information on retirement and drawdown was very confusing, and I was looking for honest clarity.
How has Alastair Moore helped you?
Alistair clearly indicated the actual state of my financial assets.
Have you seen the outcome you were hoping for?
So far it's looking good.
What could they have done better?
Not sure.
Review
by a verified client in Tyne and Wear
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Received a significant financial gift from my parents following a business sale.
How has Alastair Moore helped you?
Been a massive help in advising what I should do with the money received and took the time to understand my goals, lifestyle, etc.
Have you seen the outcome you were hoping for?
Absolutely.
Review
by a verified client in Armagh
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having reached the age of 55, I wanted to better understand my retirement options
How has Alastair Moore helped you?
Alastair has helped me to better understand my retirement options and to take steps to bring these to life
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Down
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For help to consolidate our investments and to know when we could retire.
How has Alastair Moore helped you?
His consolation of all our investments and funds gave us a clear plan and date for retirement
Have you seen the outcome you were hoping for?
More that exceeded what I was expecting.or hoped for.
What could they have done better?
For me he far exceeded what I expected so there’s nothing.
Review
by a verified client in Down
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was disillusioned with my the current provider. I would get standard reports from the Pension Provider but they never told me when my money would run out. Also they didn’t offer a consolidation of savings and pension - there was never a conversation on lifestyle / aspirations / goals.
How has Alastair Moore helped you?
Ali provided the whole package - he understood what we wanted and delivered. Consolidation of our pension and savings and then a great analysis of our lives in retirement and when the money would last to. Ali ran scenarios as we needed (what if we changed the car every 3 years or every 5 years). He was very understandable and made sure we understood what he was saying.
Have you seen the outcome you were hoping for?
Oh most definitely - delighted with the advice and the investments made by Ali.
What could they have done better?
Not one thing! He is a class act!!!