Alex Turco

Alex Turco

Positive Wealth Creation Ltd

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

2 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, Alex
Review

by a verified client in Gloucestershire

16 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, Alex
Review

by a verified client in Somerset

23 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?

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, Alex
Review

by a verified client in Somerset

23 days 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

24 days 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