Alex's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 1 )
Pensions ( 113 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 93 )
Auto Enrolment ( 2 )
Investments and Savings ( 186 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 86 )
Long Term Care ( 32 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 146 )
Financial Mentoring ( 43 )
Financial Coaching ( 6 )
( 11 )
Reviewers' assets
£500k+ ( 53 )
£200k - £500k ( 46 )
£100k - £200k ( 19 )
( 1 )
Up to £50k ( 8 )
£50k - 100k ( 12 )
Review
by a verified client in Middlesex
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I received an inheritance and was looking for ways to invest. I am also reaching my employee pension age so was looking for pension advice.
How has Alex Turco helped you?
Alex gave excellent advice on option strategies around cash deposits, ISA’s, joint investment accounts and Premium Bonds inline with our risk and ethical thresholds.
Have you seen the outcome you were hoping for?
We have only just started investing.
What could they have done better?
Nothing.
Alex:
Thanks for the great review. I am enjoying working with you and look forward to delivering the outcomes you want. Regards, AlexReview
by a verified client in Sussex
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Alex Turco helped you?
Alex has provided excellent investment advice which has produced tax free income to supplement my private and state pensions. His ongoing advice also ensures I can maximise my estate for inheritance by my family.
Have you seen the outcome you were hoping for?
Yes, returns have matched or exceeded the target figure
What could they have done better?
Can't think of anything
Alex:
Thank you very much for the kind review. Having the opportunity to work with four generations of your family across my career is a highlight! Regards, AlexReview
by a verified client in Gloucestershire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed expert opinion
How has Alex Turco helped you?
A good listening ear with sound judgment &advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Alex:
Great to work to with you. Thanks for the review. Regards, AlexReview
by a verified client in Somerset
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am a Trustee of an organisation & we wanted to invest some of our funds
How has Alex Turco helped you?
very much so
Have you seen the outcome you were hoping for?
Still in the process of completion
What could they have done better?
nothing
Alex:
Thanks for the review. Will look forward to getting everything completed for you! Regards, AlexReview
by a verified client in Somerset
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous gave poor service and didn't convince me they cared about me as a individual .They're large organisation and impersonal service didn't give me confidence
How has Alex Turco helped you?
Looked to understood me and my circumstances, sought to provide all round advice not just limited to a financial review.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No observations
Alex:
Thanks so much for this kind review. We look forward to working with you moving forward. Regards, Alex