Alex's reviews
Reviewed for
Insurance and Protection ( 30 )
Mortgages ( 25 )
Pensions ( 58 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 18 )
Auto Enrolment ( 2 )
Investments and Savings ( 33 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 6 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 11 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 9 )
£100k - £200k ( 10 )
Up to £50k ( 11 )
£50k - 100k ( 12 )
Repeat review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alex Grant helped you since your last review?
Alex has continued to provide us with support and advise on pension planning, outline all options that are available to us. In addition, Alex has also now started to advise on savings and investments, in preparation of our forthcoming house sale.
Repeat review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alex Grant helped you since your last review?
Alex continued to provide good advice during 2025. I greatly appreciated Alex's services.
Repeat review
by a verified client in Wiltshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alex Grant helped you since your last review?
Alex reviewed my pension and current financial position. We discussed whether I was happy with my current risk level regarding my pension.
Repeat review
by a verified client in Somerset
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alex Grant helped you since your last review?
Alex had provided guidance on retirement planning for my wife and also financial advice in preparation for a forth coming house move during mid 2025.
Repeat review
by a verified client in Essex
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alex Grant helped you since your last review?
Alex has kept me informed on the performance of my pensions.