Alex's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 1 )
Pensions ( 131 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 109 )
Auto Enrolment ( 2 )
Investments and Savings ( 211 )
Pension Transfers - Non Specialist ( 25 )
Inheritance Planning ( 100 )
Long Term Care ( 33 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 163 )
Financial Mentoring ( 48 )
Financial Coaching ( 6 )
( 13 )
Reviewers' assets
£500k+ ( 61 )
£200k - £500k ( 52 )
£100k - £200k ( 21 )
( 1 )
Up to £50k ( 9 )
£50k - 100k ( 16 )
Review
by a verified client in Herefordshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having money seeking good income-yielding investments
How has Alex Turco helped you?
Advising and recommending and taking care of the investment process
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Investing involves risk. Alex is prudent about risk
Alex:
Thank you for the generous review. I am glad you have seen the outcomes you wanted. Regards, AlexReview
by a verified client in Powys
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The death of my father in 2005 I needed help with his estate This lead on the help with finances on retirement
How has Alex Turco helped you?
Superb advice on managing our money plus investing our money sensibly and wisely giving us ( my wife Gwen and I ) a solid income to live well in retirement
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing whatsoever
Alex:
Thanks for the generous review, which is much appreciated. Regards, AlexReview
by a verified client in Somerset
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consider setting up a SIPP , with its tax advantages, and setting up an investment portfolio as an alternative to holding MITIE shares.
How has Alex Turco helped you?
With sound advice and recommendations when Alex felt it beneficial to make certain changes to investments.
Have you seen the outcome you were hoping for?
Yes, most definitely.
What could they have done better?
Nothing that I could suggest.
Alex:
Thanks for the kind review. Pleased you have seen the desired outcomes. Regards, AlexReview
by a verified client in Somerset
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investments
How has Alex Turco helped you?
Good advice
Have you seen the outcome you were hoping for?
Long term
What could they have done better?
All good
Alex:
Thanks for the kind review. I enjoy working with you. Regards, AlexReview
by a verified client in Somerset
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed general advice
How has Alex Turco helped you?
He has invested for me and sorted my tax, which at 92i am grateful for
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Alex:
Thanks for the review. I am glad you are happy with the outcomes. Regards, Alex