Alastair Moore

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.

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!!!

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

We had lots of pensions and no idea if they would give us enough income when we retired

How has Alastair Moore helped you?

Alastair collated all our information and spent time explaining our current situation . He made suggestions about what could be done to simplify and monitor what we had and top up where we needed. We discussed our views on risk so that we would be comfortable with recommendations.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

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

I wanted to understand how robust my plans are for potential early retirement.

How has Alastair Moore helped you?

Alastair produced a detailed financial plan, demonstrating when I could confidently retire. He took on board my attitude to risk and recommended several investment and pension options.

Have you seen the outcome you were hoping for?

I have been given the confidence I needed that my retirement plans are on track.

What could they have done better?

I was happy with the service and enjoyed the process. Alastair is straightforward, honest and easy to talk to and I would recommend him to anyone considering financial planning.

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.