Alexander's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 1 )
Pensions ( 84 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 54 )
Investments and Savings ( 99 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 55 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 73 )
Financial Mentoring ( 16 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 34 )
£200k - £500k ( 27 )
£100k - £200k ( 11 )
Up to £50k ( 2 )
£50k - 100k ( 3 )
Review
by a verified client in Lincolnshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
to look after my pension and get advise
How has Alexander Munn helped you?
to understand the pension scheme systems
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Alexander:
Thank you for your review, Stephen. I’m grateful you took the time to share your experience and reflect on your journey so far. It’s particularly pleasing to hear that you felt well supported in understanding the pension scheme systems, as these can often feel complex and overwhelming at first. Helping clients build clarity and confidence around their pension arrangements is a key part of what I aim to provide, so it’s encouraging to know this has made a positive difference for you. I’m also glad that the outcome has met your expectations. Ensuring that your pension is managed in a way that aligns with your goals and provides reassurance for the future is always the priority. Thank you again for placing your trust in me. I look forward to continuing to support you with clear, straightforward advice as your circumstances and plans evolve. Warm Regards, AlexReview
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Selling business
How has Alexander Munn helped you?
Total management of my financial affairs
Have you seen the outcome you were hoping for?
Yes
Alexander:
Thank you for sharing your experience, Martyn. It’s greatly appreciated that you took the time to reflect on your journey, particularly at such an important stage as selling your business. That transition can bring a number of complex financial considerations, so I’m pleased to hear that you felt supported throughout. I’m glad that you found value in the full management of your financial affairs. Providing a clear, structured approach during periods of change is a key part of what we aim to deliver, ensuring that everything is aligned with your longer-term goals. It’s also very encouraging to hear that you’ve seen the outcome you were hoping for. Achieving clarity and confidence around your financial position is always the objective, and it’s rewarding to know this has been your experience. Thank you again, Martyn, for your trust and for allowing me to support you through this significant milestone. Warm Regards MartynReview
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning
How has Alexander Munn helped you?
Advice through his wealth of experience
Have you seen the outcome you were hoping for?
Ongoing but happy
What could they have done better?
N/a
Alexander:
Dear Nicola, Thank you very much for taking the time to leave such a thoughtful review. I truly appreciate your kind comments and your trust in my advice. You mentioned that you initially sought support for financial planning, and I am pleased that my experience has been helpful in guiding you through that process. Financial planning is very much an ongoing journey, and it is reassuring to hear that you are happy with the progress we have made so far. Building and maintaining a clear, structured plan is key to achieving long-term financial security, and I am glad you feel supported along the way. Your feedback that there was nothing further we could have done better is particularly appreciated. My aim is always to provide clear, considered advice tailored to your circumstances, ensuring you feel confident and well-informed at every stage. I look forward to continuing to work with you and supporting you as your plans evolve. Kind regards, AlexReview
by a verified client in Lincolnshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Alexander Munn helped you?
Advice on pensions and investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Don't think so
Alexander:
Thank you, James, for taking the time to leave this review. I'm really pleased to hear that you've seen the outcome you were hoping for, particularly as you approached such an important milestone in life—retirement. It's been a pleasure supporting you with advice around pensions and investments, and I'm glad the guidance has proved valuable. At a time when making the right financial decisions can feel overwhelming, it's rewarding to know the work we've done together has given you the clarity and confidence needed to move forward. If there's ever anything further you need, or if your circumstances change, please don’t hesitate to get in touch. Ongoing support and adapting your plans to your evolving needs is a key part of the service I provide. Thanks again for your kind words. Warm Regards AlexReview
by a verified client in Lincolnshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Saving to invest for retirement.
How has Alexander Munn helped you?
Alex has given me the benefit of his trusted advice.
Have you seen the outcome you were hoping for?
Certainly.
What could they have done better?
All the work has been satisfactory and efficiently carried out.
Alexander:
Thank you, Gerald, for taking the time to leave such a positive review. It’s great to hear that you’ve found the advice and support from Alex both trustworthy and effective. We know how important it is to feel confident when planning for retirement, and it’s reassuring to know that Alex’s guidance has helped you move forward with clarity and peace of mind. Your comments about the efficiency and quality of the work are particularly appreciated. We always strive to deliver a service that is both thorough and timely, so it's encouraging to know this has been your experience. Helping clients like yourself plan for retirement is at the heart of what we do. It's about more than just investing — it's about giving you the confidence that your future is on solid ground. Thank you again for your feedback, and we look forward to continuing to support you in the years ahead. Warm Regards Alex