Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 1 )

Pensions ( 37 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 34 )

Auto Enrolment ( 1 )

Investments and Savings ( 68 )

Pension Transfers - Non Specialist ( 11 )

Inheritance Planning ( 25 )

Long Term Care ( 9 )

Pension Transfers - Specialist ( 8 )

Financial Planning ( 48 )

Financial Mentoring ( 18 )

Financial Coaching ( 3 )

( 2 )

Reviewers' assets

£500k+ ( 14 )

£200k - £500k ( 16 )

£100k - £200k ( 8 )

Up to £50k ( 3 )

£50k - 100k ( 4 )

( 1 )

Client reviews

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Needed to invest some money

How has Alex Turco helped you?

He recommended which products, explaining the risks and possible benefits

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I think they did everything possible

Alex's reply

Hi Julia, thanks for the review. Will follow up on a couple of points with you directly. Regards, Alex

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Poor service from previous advisor

How has Alex Turco helped you?

He listened and structured his proposal accordingly. I met 5 potential Finance advisors and Alex was the only one who listened to my needs. The others seemed to want me to fit in with them and pay top dollar to do so.

Have you seen the outcome you were hoping for?

Its certainly shaping up that way.

What could they have done better?

Nothing, i was and remain very happy with the professionalism, attention to detail and communication

Alex's reply

Hi David, grateful for the review and to have been able to put together a proposal that worked for you! Looking forward to the future. Regards, Alex.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Somerset

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

I needed advice on my SIPP and ISA portfolios on my approach to retirement.

How has Alex Turco helped you?

Alex provided a comprehensive report for a reasonable fixed fee explaining my options at retirement and making some suggestions for changes to my portfolios to better align them with my risk profile and investment requirements.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. I have been very happy with the advice I have received.

Alex's reply

Thank you Richard, for the kind review. Regards, Alex.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Somerset

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

As l was about to retire l needed help and advise with what to do my with my work pensions.

How has Alex Turco helped you?

Investing my pensions into the places which were best for me, and would give me the best return

Have you seen the outcome you were hoping for?

Yes l have been pleased with the outcome.

What could they have done better?

Nothing l am pleased with everything.

Alex's reply

Thanks Ron & Sue for your kind review. Regards, Alex

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in West Sussex

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

Retirement

How has Alex Turco helped you?

Initial advice on company pension and then advising on establishing a balanced portfolio which has given me financial security and a healthy income. Also advised on Inheritance Tax planning.

Have you seen the outcome you were hoping for?

Yes

Alex's reply

Hi Neil, thanks for the kind review. It's been great working with you, and of course your Mum & Dad before. Hopefully, we can do more with for the next generations too. Regards, Alex

Review from verified client

March, 2024

Overall

Service

Advice

Value

Based in Worcestershire

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

I had financial advice previously from other companies and individuals which was very poor. I was recommended to use Alex and he has been excellent in giving me advice and makes me feel confident that he is doing the best for me, given my circumstances and financial situation.

How has Alex Turco helped you?

He has given me very sound guidance with respect to investing sensibly, to provide a sound income in retirement and in utilising tax breaks and efficiencies to maximise my gain.

Have you seen the outcome you were hoping for?

Outcomes are so impossible to predict, I would have liked greater growth from my investments and pension but we have had Brexit, Covid, cost of living crisis and more than one economic downturn that has meant smaller returns than I would have liked. However I seem to be in a fairly secure position now and hopefully will have sufficient income in retirement which is down to sensible investments.

What could they have done better?

I don’t know, given my experience I think they are one of the best and have my interests at the forefront.

Alex's reply

Thanks Loretta for your kind review. There is one matter I will follow up privately. Regards, Alex

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Alex is really helpful at supporting us with our financial planning.

How has Alex Turco helped you?

Alex always helps us by giving us expert advice

Have you seen the outcome you were hoping for?

yes

Alex's reply

Hi Sara, thanks for the kind review. One point I will follow up with you privately. Thanks, Alex.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Acting on behalf of elderly parents needing an adviser to look after their financial investments, and to plan for long term care.

How has Alex Turco helped you?

Alex understood my parents, and was very clear in explaining the choices available to them. Alex always deals with any queries quickly and efficiently.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Nothing that we can think of.

Alex's reply

Hi Julia, thanks for your kind review. if there is something we can do for the wider family, please ask. Regards, Alex

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Somerset

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

We retired and wanted advice on what to do with the lump sum

How has Alex Turco helped you?

He has invested some of the lump sum and recommended keeping some in cash accounts for easy access

Have you seen the outcome you were hoping for?

Yes

Alex's reply

Hi Hilary, thanks for the very kind review. Will follow up on a couple of points privately. Regards, Alex

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Midlothian

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

My husband is nearing retirement and I was wanting to ensure I was properly planning for retirement.

How has Alex Turco helped you?

Provision of a range of options based on a clear understanding of our needs.

Have you seen the outcome you were hoping for?

To date the focus has been on getting a better understanding of our financial position and options for making sure we are on track for a comfortable retirement. Still in progress but analysis and advice seems solid.

What could they have done better?

Nothing I’m aware of

Alex's reply

Hi Siobhan, thanks for your kind review. I will follow up with you on one point. Regards, Alex

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in London

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

Advice on trust investment

How has Alex Turco helped you?

Reinvestment and strategic planning

Have you seen the outcome you were hoping for?

Yes

Alex's reply

Thanks you for your kind review, Keith.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Somerset

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

I was compensated for a RTA so looked for independent financial advise.

How has Alex Turco helped you?

I was compently advised where to invest and Alex dealt with the rest.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Nothing.

Alex's reply

Hi David, thank you for the kind review. I enjoy working with you. Regards, Alex.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Gloucestershire

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

My parents died and left me money to invest for my future financial security

How has Alex Turco helped you?

He has given me confidence in his recommendations and enabled me to trust him. I needed someone to guide me and make decisions about something I had little understanding of.

Have you seen the outcome you were hoping for?

Yes, I have been very pleased with the results

What could they have done better?

I am completely satisfied with Alex. He has been a loyal friend to me and worked continuously in my best interests

Alex's reply

Dear Elizabeth. Happy New Year. Thank you for your kind review. Regards, Alex

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Somerset

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

I required help with my stocks and shares IS A

How has Alex Turco helped you?

He keeps abreast of all that is happening in the stock market and informs if changes are required.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing!

Alex's reply

Dear Mary. Happy New Year. Thank you for your kind review. Regards, Alex

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Looking to retire and invest my pension

How has Alex Turco helped you?

Good advice that hopefully will increase our income

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Alex's reply

Happy New Year Dave. Thanks for the kind review. Regards, Alex

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Bristol

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

needed financial help

How has Alex Turco helped you?

makimg our financial future secure

Have you seen the outcome you were hoping for?

very much

What could they have done better?

nothing

Alex's reply

Hi Marlene, Happy New Year & thanks for your kind review. Regards, Alex.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

Professional advice in respect of my SIPP

How has Alex Turco helped you?

With Mrs Turco and Alex i was given the best advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Bristol

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

Financial planning and advice

How has Alex Turco helped you?

Alex & jenny have helped me with finacial planning and advice for now and the future

Have you seen the outcome you were hoping for?

Yes ongoing

What could they have done better?

I am extremely pleased with the service i receive

Alex's reply

Hi Helen & Steve, thanks so much for the kind review. It was good to see you again last month. Regards, Alex

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Bristol

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

Advice from a friend and work colleague

How has Alex Turco helped you?

PWC guided me, representing a family trust, through investment advice, this continued with personal advice and implementation of investments and financial planning matters leading up to into retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am not aware of anything.

Alex's reply

Hi John, thanks for the kind review. Regards, Alex.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Somerset

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

I had several pensions that I wanted to work better for me.

How has Alex Turco helped you?

Alex has helped me with advice on moving my pension to provide a better income from my investments. Alex provided a helpful guide on my options and arranged all movements of my funds.

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

Nothing. I am more than happy with everything

Alex's reply

Thanks for the kind review, Paul. Regards, Alex

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Someone to sort out my pension

How has Alex Turco helped you?

Keeps me up to date with my portfolio and advises me on what i should be doing with my assets.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as far as I am concerned.

Alex's reply

Hi Tony, thanks for the kind review, which is appreciated. Alex

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

Continued financial advice

How has Alex Turco helped you?

He has sorted my husband and I into a more suitable plan within our means

Have you seen the outcome you were hoping for?

So far

Alex's reply

Hi Diane, thanks for the kind review, which is appreciated. Regards, Alex

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Somerset

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

A lump sum of money a wanted investing to create income.

How has Alex Turco helped you?

Provided effective investment on my behalf; clear calm explanation of turbulent global economy; always a no-palaver prompt response to any communication (this is such a relief and cannot be underestimated.) Helpful in all money stuff. Alex and all the team at PWC are always a pleasure to engage with.

Have you seen the outcome you were hoping for?

Absolutely yes.

What could they have done better?

I can’t fault them.

Alex's reply

Hi Juliet, thanks so much for this kind review. Regards, Alex

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Sold my company for. a substantial sum and did not feel personally confident to invest it myself so knew Alex and for twenty five years his firm has been exceptional in caring and keeping our finances stable and financing our retirement since 2000 .

How has Alex Turco helped you?

Excellent advice , always available at short notice and prepared to sit down to discuss planning ahead at short notice .

Have you seen the outcome you were hoping for?

Yes long term security

What could they have done better?

Quite honestly they would find it hard to improve their already top class service .

Alex's reply

Thanks for your positive review, Tony. Regards, Alex

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Somerset

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

retirement

How has Alex Turco helped you?

by making my pension pot work for me

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I should have gone to them year ago

Alex's reply

Hi Ally, thanks for this really positive review. Regards, Alex

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Life

How has Alex Turco helped you?

Sorted out investmen and pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Alex's reply

Thanks for your review, Andrew. Please feel free to ask more questions to ensure clarity. Regards, Alex.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Somerset

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

I found that the banks were more interested in getting profit for theirselves, and not their customers

How has Alex Turco helped you?

Alex has been my financial adviser for many years. I have complete faith and trust in him. He has organised my money and invested wisely giving good results to increase my pension.

Have you seen the outcome you were hoping for?

Certainly.

What could they have done better?

Nothing

Alex's reply

Thanks for your kind review Fran. Regards, Alex

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Bristol

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

to make the most of my savings, and to see if the ones I already had were doing well. Also to see what else I could do to increase my savings.

How has Alex Turco helped you?

Assisted with HMRC,

Have you seen the outcome you were hoping for?

Have sorted out my additional contributions from my pension plan

What could they have done better?

I do not know, will need to see what happens to the investments in the next 12 months

Alex's reply

Hi Simon, thanks for the review. I look forward to continuing to work with you. Regards, Alex.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Inheritance

How has Alex Turco helped you?

Advised me on money matters which I have no knowledge of.

Have you seen the outcome you were hoping for?

In parts

Alex's reply

Thanks for the feedback, Hazel. It is a pleasure to continue to support your family. Regards, Alex.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Due to money gifted to me and inheritance

How has Alex Turco helped you?

Alex has listened,understood my needs and given excellent advice, in managing my finances. Friendly and professional at all times

Have you seen the outcome you were hoping for?

Completely happy with outcome

What could they have done better?

I feel confident in the support I have received and will receive in the future

Alex's reply

Dear Susan, I am grateful for your review and ongoing advocacy. Regards, Alex

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Husbands redundancy and pending retirement

How has Alex Turco helped you?

With sound advice

Have you seen the outcome you were hoping for?

Yes, with the exception of the “Woodford” debacle

What could they have done better?

Nothing

Alex's reply

Dear Maureen & Ken, thanks for your ongoing support and for this review.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Powys

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

My father passed away in 2005 and my cousin recommended Alex as a person who could help organise his estate

How has Alex Turco helped you?

Alex is highly competent in his field of work He is very professional,organised and very personable Additionally he is very honest and genuine with his advice

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing

Alex's reply

Thanks Gareth for this review, and ongoing advocacy.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Powys

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

We needed to transfer from an advisor who was not providing any service at all, a friend recommended Alex after I had asked them for advice.

How has Alex Turco helped you?

He has provided information with regard to investing our savings in share ISA’s and pension savings. He has advised on withdrawing money for care and house moving purposes.

Have you seen the outcome you were hoping for?

It’s still early days but Alex has provided lots of advice and support.

What could they have done better?

Not sure he could have provided a better service we are very happy with the the support he has given me and my family in very difficult times.

Alex's reply

Thanks very much for your review Ann, I have been pleased to help you.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Dorset

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

Inheritance

How has Alex Turco helped you?

Complete;y

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Alex's reply

Very grateful for your review, Gwen.

First impression from a user who is not yet a client

August, 2023

Overall

Please provide a brief comment about your experience with Alex

Very kind, knowledgeable, happy to help and answered all my questions

Alex's reply

It was nice to meet you!

First impression from a user who is not yet a client

August, 2023

Overall

Please provide a brief comment about your experience with Alex

Extremely kind and helpful. Excellent service ?

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Somerset

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

IT'S VERY IMPORTANT TO SEEK THE BEST ADVICE AND HAVING A PENSION GEARED TO NEED IS COMFORTING.

How has Alex Turco helped you?

KNOWING THAT AS A FACT, ALEX IS STILL ABLE TO BE UPBEAT AND IN MEETINGS WITH HIM MY WIFE AND I COME AWAY IMPRESSED WITH HIS PROFESSIONALISM AND EFFORT TO UNDERSTAND YOUR POSITION CLEARLY LEADING TO CLEAR THINKING, DISCUSSION AND CORRECT DECISION MAKING.

Have you seen the outcome you were hoping for?

IT HAS BEEN A TOUGH TIME IN FINANCIAL MARKETS AS PEOPLE KNOW OVER THE LAST 3 YEARS SINCE COVID AND THAT TEMPERS YOUR OUTLOOK.

What could they have done better?

HOW HE COULD HAVE DONE BETTER IS TO TRY AND SECOND-GUESS THE FINANCIAL MARKETS AND ALWAYS BE SUCCESSFUL! BUT THIS IS WE KNOW IMPOSSIBLE . HE DOES HAVE A VERY GOOD TRY THOUGH AND WILL ALWAYS HAVE YOUR FINANCIAL WELLBEING ALWAYS IN MIND WHICH GUIDES HIS ADVICE.

Alex's reply

Hi Malcolm, thank you very much for your review, which is appreciated.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Sold some land about 30 years ago.

How has Alex Turco helped you?

Organized all our financial for many years.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I do'nt think so.

Alex's reply

Thank you for your kind review, Jennifer.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

Financial Planning

How has Alex Turco helped you?

By giving thoughtful & sound advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am satisfied with the service given

Alex's reply

Thank you for your kind review, Paul.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Somerset

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

When we first started our business we were looking for an adviser to offer advice on financial matters.

How has Alex Turco helped you?

Alex has always kept abreast of current financial activities and has advised us as to the best course of action which he has felt we should take in order to achieve our financial aim. He has always been available to talk and advise.

Have you seen the outcome you were hoping for?

Yes we have .

What could they have done better?

We feel that to date we have received the best advice available especially in today's fluctuating markets.

Alex's reply

Thank you Nick, for your kind review, and also all the help you have given us over the years with various cars.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Somerset

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

We were not optimising our savings or investments and needed guidance on the best way forward.

How has Alex Turco helped you?

Alex has given us a financial roadmap to follow and we will review this annually with him. HE has also given us advice on pensions and investments.

Have you seen the outcome you were hoping for?

It's a bit too early to say, but we definitely feel more confident that our money is working for us.

What could they have done better?

Nothing - we were really pleased.

Alex's reply

Thank you Trevor for your kind review. I look forward to working with you further. Alex

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Bristol

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

Recommended by my brother-in-law as had various pensions.

How has Alex Turco helped you?

Collated all my pensions together ( even those I didn't know about)and kept me informed of many other plans we had not thought about.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

Always been 100% in their advice when asked. Cannot think of anything they could of done better.

Alex's reply

Thank you Ann for your kind review. Alex

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Bristol

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

help

How has Alex Turco helped you?

yes

Have you seen the outcome you were hoping for?

yes

What could they have done better?

don't know

Alex's reply

Thank you Ray for your kind review.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Requiring help with a Stocks and Shares ISA

How has Alex Turco helped you?

Moved the ISA to a more acceptable platform Given other financial planning advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Alex's reply

Thank you Hannah, for your review. I enjoy working with you.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Bristol

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

I needed advice

How has Alex Turco helped you?

With sound advice

Have you seen the outcome you were hoping for?

Yes

Alex's reply

Thank you David, for your review. I enjoy working with you.

Review from verified client

July, 2023

Overall

Service

Advice

Value

Based in Wiltshire

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

Being alone and needed good advice

How has Alex Turco helped you?

Alex has got to know my needs and above all I trust him and his firm

Have you seen the outcome you were hoping for?

Yes, Alex has always listened and guided me, with an understanding of my needs

What could they have done better?

Not sure if they could do better,

Alex's reply

Dear Julie, Thank you for your review. It has been a pleasure working with you over the last 20 years. Regards, Alex.

First impression from a user who is not yet a client

January, 2023

Overall

Please provide a brief comment about your experience with Alex

Alex gave good advice, and was a plesent person to talk to.

Alex's reply

Hi Penny, thank you for the review. I hope you are able to move forward with what you want to achieve. Alex

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Bristol

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

Investment advice relating to an inheritance following a family bereavement

How has Alex Turco helped you?

Mindful of the level of risk I was prepared to take, he has produced a portfolio of investments I would have been incapable of achieving myself.

Have you seen the outcome you were hoping for?

They have exceeded my expectations.

What could they have done better?

I am at a loss to think of anything.

Alex's reply

Jonathan we really appreciated your kind review and our ongoing relationship. Alex

Review from verified client

October, 2022

Overall

Value

Service

Advice

Based in Wiltshire

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

Just needed ad vies on my income, at the loss of my husband, some one who can understand my situation. I have been with Positive wealth for many years and they listen to me,

How has Alex Turco helped you?

He continues to help me in financial matters and will explain so I understand

Have you seen the outcome you were hoping for?

Yes, thanks to Alex

What could they have done better?

Don’t know

Alex's reply

Hi Julie, thank you so much for leaving a review. Hope you are well. Alex

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Devon

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

Early retirement

How has Alex Turco helped you?

Investment advice

Have you seen the outcome you were hoping for?

On the whole , yes.

What could they have done better?

Proactive advice on fund change opportunities

Alex's reply

Thank you for the review, Geoffrey, it is good to hear from you!

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Complexities upon retirement

How has Alex Turco helped you?

Sound and professional advice provided.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really...

Alex's reply

Hi Graham, grateful for you taking the trouble to provide this review. Alex

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Retirement

How has Alex Turco helped you?

Sound advice

Have you seen the outcome you were hoping for?

Yes

Alex's reply

Hi Graham, thanks so much for leaving this review. I enjoy working with you. Alex

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Cornwall

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

Local firm with good reputation and known to family

How has Alex Turco helped you?

Setting up pension funds and some investment advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The provision of information on some of the terms used (financial jargon)

Alex's reply

Hi Andrew, thanks for the review. I am glad we are able to maintain the working relationship since you moved upon retirement. Alex

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in West Sussex

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

Retirement

How has Alex Turco helped you?

Initial advice at retirement regarding company pension and lump sum options. Recommended a tax efficient investment portfolio providing a balance between income and capital growth. Annual review to ensure investments continue to meet requirements.

Have you seen the outcome you were hoping for?

Yes I'm satisfied that my objectives are being met.

What could they have done better?

Nothing springs to mind.

Alex's reply

Hi Neil, thanks so much for the review. We have been grateful to work with your family for forty years. Alex

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Dorset

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

We needed to invest to supliment our pensions

How has Alex Turco helped you?

Helped to provide a safe and steady additional income

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We could have had a greater in ome, but the risk would be greater.

Alex's reply

Hi Frank, thanks for taking the trouble to post the review. Looking forward to seeing you soon. Alex

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Not much interest from banks

How has Alex Turco helped you?

Low risk investments

Have you seen the outcome you were hoping for?

Up and down, down at this moment in time.

What could they have done better?

Not a lot, it’s caused by the war in Ukraine.

Alex's reply

Hi Stuart, grateful for your review and I enjoy working with you. Alex

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

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

I inherited property and needed advice on my future options with this and with pension planning

How has Alex Turco helped you?

Alex had given me very helpful advice and support

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Alex's reply

Hi Paul, really grateful for the review and glad we have been able to help you, and your Dad before that, for many years. Alex

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

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

RECOMENDATIONS

How has Alex Turco helped you?

FINANCIAL ADVICE

Have you seen the outcome you were hoping for?

YES

What could they have done better?

NOTHING

Alex's reply

Hi Ken, thanks for the review, which we really appreciate. Alex

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Needed to review my pension.

How has Alex Turco helped you?

Reviewed my pension and advised on best way forward.

Have you seen the outcome you were hoping for?

Yes.

Alex's reply

Hi Melanie, really appreciate you taking the trouble to write a review. Whilst our interactions are not that frequent, I am glad you are getting the outcomes you want. Alex

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

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

To set up a Trust

How has Alex Turco helped you?

Advice on investment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Quite satisfied

Alex's reply

Thanks John for taking the trouble to provide this review. I was glad to be introduced to you and your family. Alex

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Kent

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

Retirement and wanting to transfer my money from property to something that doesn’t require physical upkeep also at my age wasn’t so interested in capital gain, more in income.

How has Alex Turco helped you?

I have found Alec extremely helpful and willing to explain everything to me no matter what it was or how simple or difficult, he always takes time and explains everything slowly and patiently.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cannot think of anything that could have been done any better or differently.

Alex's reply

Hi Cathy, thank you so much for the review. We have been through a lot of change in your circumstances over the years and I am pleased to have been able to be with you on the journey. Alex

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Cornwall

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

To double check my own thoughts

How has Alex Turco helped you?

Providing chapter and verse as well as clear thought process

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Probably nothing

Alex's reply

Hi Mo, thanks so much for taking the time to write this review. It has been quite the rollercoaster at times but we have endured! Alex

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Inheritance. A bad experience with a previous adviser.

How has Alex Turco helped you?

Has helped gain trust.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Alex's reply

Hi Carol, thanks so much for providing this review. Looking forward to seeing you soon. Alex

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Sold company wanted professional advice to invest the money

How has Alex Turco helped you?

Yes excellent management of funds over 20 plus years.

Have you seen the outcome you were hoping for?

Yes we are still able to have a pleasant life after 22 years of retirement

What could they have done better?

Not a lot ?

Alex's reply

Hi Tony, thanks for the review. Sorry we never took up your marketing plan of putting a sign in the office window saying 'Give Alex all your money and free coffee for life' but hopefully we can get the quality of service rating up to a 5 soon! See you soon. Alex

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

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

I was not satisfied with my previous financial advisor and Alex was recommended by a friend.

How has Alex Turco helped you?

His recommendations were excellent both for my wife and myself and brought the portfolio up to date and understandable.

Have you seen the outcome you were hoping for?

Yes, but it is early days and with the current position in the country at present it is not wise to judge.

What could they have done better?

Not in the present market situation.

Alex's reply

Hi David, thanks for the review. Whilst ours is a new relationship this year, I am pleased you are happy so far. I will remind you how I am paid when I speak to you next. Alex

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Dorset

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

My husband died and I needed help to sort out the money he d left me.

How has Alex Turco helped you?

Yes he came to see me at my home and because he already was my sisters financial advisor I knew he d be reliable .

Have you seen the outcome you were hoping for?

Yes. I know nothing about investing money and he has helped me and I trust his advise. I still have money, left to my own devices, I m sure it would be gone.

What could they have done better?

Not in my opinion, they are a family run business, so not a faceless organisation, I see Alex on his yearly visits, and speak to him on the phone when I need to.

Alex's reply

Hi Angela, thanks for the review, and glad we have spoken this week! Alex

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Elderly parents requiring assistance with their financial affairs, including long term care.

How has Alex Turco helped you?

Advice on the best investments to suit their requirements.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that we are aware of.

Alex's reply

Hi Julia, thanks for your review. I have enjoyed working with you and your parents over the last six years and am pleased you are comfortable with what we have done for you. Alex

Review from verified client

September, 2022

Overall

Advice

Service