Alex's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 78 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 60 )
Auto Enrolment ( 2 )
Investments and Savings ( 132 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 57 )
Long Term Care ( 21 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 102 )
Financial Mentoring ( 33 )
Financial Coaching ( 3 )
( 6 )
Reviewers' assets
£500k+ ( 38 )
£200k - £500k ( 35 )
£100k - £200k ( 13 )
Up to £50k ( 3 )
( 1 )
£50k - 100k ( 5 )
Review
by a verified client in Somerset
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
being self employed i needed guidance in finance to get the best out of my surplus monies and how to plan for my future
How has Alex Turco helped you?
he advised me as to my options and after discussion we formulated plans
Have you seen the outcome you were hoping for?
knowing the ups and downs of financial markets i believe the advice i was given has worked very well
What could they have done better?
we believe that every thing has worked out currently as well as we hoped
Alex:
Hi Nick, thanks for the kind review, which is much appreciated. Regards, AlexReview
by a verified client in Gloucestershire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A professional person who can assist with my financial planning
How has Alex Turco helped you?
With sound advice
Have you seen the outcome you were hoping for?
Very much so
What could they have done better?
Not a lot
Alex:
Hi Paul, thanks for the kind review. Regards, AlexReview
by a verified client in Somerset
a month 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?
He has invested our lump sum from the pension pot
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Alex:
Thanks Andy for your kind review. Regards, AlexReview
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Alex Turco helped you?
Alex has worked with me to discover the information I needed to be able to make a plan for retirement. Thus is exactly what I asked for.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Alex:
Hi Andy, thanks for the very kind review. Regards, Alex & Sioned.Review
by a verified client in Bristol
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The company I worked for
How has Alex Turco helped you?
Keeps in touch on a regular basis to update us
Have you seen the outcome you were hoping for?
Yes we are
What could they have done better?
We are happy with our financial situation
Alex:
Thanks for the kind review, Bill. Regards, Alex