Arabella Alexander

Please provide a brief comment about your experience with Arabella

Arabella is a breath of fresh air! Friendly, but highly professional. Very helpful when I had questions and explained my options clearly. I would thoroughly recommend her!

What were the circumstances that caused you to initially look for an adviser?

Had allowed my financial advice to lapse for 4 years.

How has Arabella Alexander helped you?

Arabella is excellent! She took the time to understand my financial goals and provided clear, personalised advice that truly fits my needs. Arabella’s expertise and proactive communication have given me confidence and there is none of the BS that can come with financial advice! ?. If you’re looking for a knowledgeable and trustworthy advisor, I highly recommend Arabella!

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

I am a self-employed sole trader and wanted to have a better sense of how to best manage my finances.

How has Arabella Alexander helped you?

Arabella took her time to understand my situation. She explained how to project my income, profit and taxes and set up life and income protection insurance policies.

Have you seen the outcome you were hoping for?

Yes, it was very helpful.

What could they have done better?

I can't think of anything.

What were the circumstances that caused you to initially look for an adviser?

I had FSAVC’s that weren’t doing anything and were set to start paying out at 55 and I wanted to see if there was anything I could or should do about it.

How has Arabella Alexander helped you?

Arabella helped me see what I should do and helped with transferring the FSAVC’s to somewhere that they would work for me.

Have you seen the outcome you were hoping for?

I have seen the transfers and the age of return is now later.

What could they have done better?

No