Alun's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 57 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 26 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 18 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 13 )
£100k - £200k ( 9 )
Up to £50k ( 5 )
( 2 )
£50k - 100k ( 4 )
Review
by a verified client in Denbighshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted advice on pension pot
How has Alun Webster helped you?
In planning and managing funds
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Kent
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I change pension adviser
How has Alun Webster helped you?
By providing me with good options for my SIPP
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t believe so.
Review
by a verified client in Durham
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previously received poor advice resulting in loss of pension money
How has Alun Webster helped you?
Provided advice and support to help reduce the lost experienced and to improve our faith in FAs
Have you seen the outcome you were hoping for?
Yes, slightly improved and continuing to do so.
Review
by a verified client in Ayrshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Went from a pension that was frozen
How has Alun Webster helped you?
In a big way
Have you seen the outcome you were hoping for?
Yes i have
Review
by a verified client in Outside UK
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Money in the savings account that would better serve me being invested and no experience with investing
How has Alun Webster helped you?
He invests my savings for me
Have you seen the outcome you were hoping for?
COVID affected my portfolio, but it has been looking up since
What could they have done better?
Nothing