Alexander Munn

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

Following my redundancy in 1998 I required financial advice on rearranging my financial assets to generate a satisfactory income. This advice was provided by Forrester Boyd. I have been a client ever since and now continue to receive sound advice from Alexander Munn.

How has Alexander Munn helped you?

To plan my finances for my particular requirements in an ever-changing environment that is becoming more complex.

Have you seen the outcome you were hoping for?

Yes, my financial portfolio is now more simplified.

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

I was looking to retire and wanted advice on investments and pension planning to enable me to achieve goals.

How has Alexander Munn helped you?

Alex was able to advise me on if my goals were achievable and the best options available from an investments and pensions perspective.

Have you seen the outcome you were hoping for?

Initially owing to external world influences (i.e. COVID, Ukraine, etc.) the outcome was not achieved but recently I have seen this change and the investments are showing positive outcome.

What could they have done better?

I do not believe Alex could have given better advice then he has.

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

To try and make a return on savings

How has Alexander Munn helped you?

Invested wisely and effectively in line with our discussions regarding risk and types of investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of!

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

To manage assets and advise about inheritance planning

How has Alexander Munn helped you?

Very helpful advice through the years for all the family

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Maybe this year we could have had our yearly meeting after the budget?

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

Coming up to early retirement age - pension planning

How has Alexander Munn helped you?

Helped us to understand how to work out how much is required specifically if we choose to retire early

Have you seen the outcome you were hoping for?

Work in progress

What could they have done better?

Work in progress

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

I had some money left to me and wanted to make it work for my retirement

How has Alexander Munn helped you?

Alex has taken over from a college who retired and taken my finances forward and put me and my family on the right path for retirement .

Have you seen the outcome you were hoping for?

Yes totally as there will be enough finances for my retirement

What could they have done better?

I don't think Alex could have done anything

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

Inheritance tac

How has Alexander Munn helped you?

Clear advice as he takes time to explain

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy with adbiv6

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

Inheritance tax minimising

How has Alexander Munn helped you?

Set up trusts and aim tax schemes

Have you seen the outcome you were hoping for?

Only time will tell

What could they have done better?

Very little

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

I had money to invest and invested money to discuss.

How has Alexander Munn helped you?

I feel confident that my finances are doing better with his guidance.

Have you seen the outcome you were hoping for?

Yes

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

Company pension transfer out

How has Alexander Munn helped you?

Clear and knowledgeable guidence and complete understanding of financial goals

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really.

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

We are long term clients of Forrester Boyd and have had several advisers the latest of whom is Alex Munn and we have been looked after extremely well

How has Alexander Munn helped you?

He has given us some really good advice and understanding of pensions and inheritance tax information and also income tax knowledge

Have you seen the outcome you were hoping for?

Prior to our meeting earlier this week everything has been as forecast so we are pretty certain the matters discussed will be similar

What could they have done better?

Very little

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

My wife’s lump sum investment to provide monthly income

How has Alexander Munn helped you?

Monitored performance of chosen company, personal pension advice, and inheritance planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I am aware

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

In order to be guided by a professional.

How has Alexander Munn helped you?

By providing knowledgeable advice; by understanding my needs; by monitoring my financial situation.

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?

Always had an adviser used by the family

How has Alexander Munn helped you?

Understands my level and explains things simply to me

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 needed someone to advise on financial aspects as I get older

How has Alexander Munn helped you?

He has explained things very clearly and in language I understand

Have you seen the outcome you were hoping for?

Yes I’m pleased how things are working out Nothin

What could they have done better?

Nothing

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

Money to invest and future planning

How has Alexander Munn helped you?

Offering clear, transparent suggestions and tailoring this to my specific circumstances.

Have you seen the outcome you were hoping for?

Yes- an understanding of my investments and future proofing them.

What could they have done better?

NA

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

Family trusts

How has Alexander Munn helped you?

Solid advice through accurate forecasting

Have you seen the outcome you were hoping for?

Yes - steady incomes

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

I had a large amount of stocks and shares

How has Alexander Munn helped you?

Guided me through suggested investments

Have you seen the outcome you were hoping for?

Growth and income

What could they have done better?

I’m happy with how things are going

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

Investment advice required following inheritance received from my late father.

How has Alexander Munn helped you?

I trust Alex with his recommendations - information is given in a clear, concise manner. He is always available to speak to, if needed.

Have you seen the outcome you were hoping for?

Yes, so far.

What could they have done better?

Can’t think of anything in particular.

Please provide a brief comment about your experience with Alexander

My wife and I recently contacted Alexander for financial planning advice as I am rapidly approaching retirement. Whilst not being able to provide advice on my defined benefit pension schemes, he was able to provide me with background insight around pension, financial and tax legislation which has really helped crystalise my thinking with these. However, both my wife and I have additional personal pension schemes and this is where Alexander has been able to assist us. For our first meeting, Alexander had prepared a performance tracker of our current plans versus the market context which was very insightful. Having shared our overall financial situation, our financial aspirations for our retirement and our attitude to risk, Alexander will now generate an independent tailored plan for our personal pension investments. From a personal perspective, Alexander is clearly both highly qualified and knowledgeable in the field of wealth management / financial planning. He is also extremely personable and a good, engaging communicator. We have had dealings in the past with Forrester Boyd and, have always found the company to be very professional, reliable and adept in providing bespoke financial advice. However, for us trust is a key determining factor when looking at financial planning and, both Alexander and Forrester Boyd have our absolute faith. We are looking forward to working with Alexander in the coming years.

Please provide a brief comment about your experience with Alexander

Having a number of private Pensions, coupled to savings and just becoming a Pensioner, posed a set of confusing points on which I needed clear, accurate and efficient options made available. Alex is a true Professional, his calm, relaxed and highly competent manner simplified all of my queries to the point where I left much more confident in my direction. I am hugely grateful to Alex for his time and dealing with me and I have no hesitation in endorsing his skillset and experience to others seeking financial guidance.

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

I needed help

How has Alexander Munn helped you?

Careing helpful and patient

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?

Natural progression from previous advisor

How has Alexander Munn helped you?

By good and sound advice

Have you seen the outcome you were hoping for?

Yes

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

I have been with Forrester Boyd since i retired 10 years ago

How has Alexander Munn helped you?

He has advised with regards my pension fund.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

I am sure there is always room for doing better but I am delighted with performance and the advice Alex gives

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

No time to do it myself

How has Alexander Munn helped you?

changing platforms

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing

Please provide a brief comment about your experience with Alexander

Alex has a wonderful combination of being easy to talk to and understand while providing all the detail and knowledge you could possible need which is no mean feat given the complexities of the system they operate in. Would (and have already!) recommend to people.

Please provide a brief comment about your experience with Alexander

Alex was very welcoming and very quickly put us at ease. We talked about all different aspects of our business needs. Alex quickly realised we needed the professional guidance from an accountant and introduced us to Philip George who seems very knowledgeable in his field. The meeting on the whole was very informative. Hoping for our business to grow in a healthy way as a result of using the expertise of Forrester Boyd and their team. Thanks for your input Alex, and introducing us to Philip looking forward to saving some tax ? Philip!! Kind regards Louise & Ivan Barker

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

Wanted advice and support to invest for financial future and pensions.

How has Alexander Munn helped you?

Alexander has explained in detail how our funds can be invested to obtain the best outcome at the present time and also for opportunities in the future. He explains this using good examples of how this will support us in our future plans.

Have you seen the outcome you were hoping for?

In specific areas the outcome has been positive but unfortunately owing to the market situation at the present time, not all investments have given the expected growth.

What could they have done better?

At this point I would not propose any areas that could have been done better.

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

Advice from accountants

How has Alexander Munn helped you?

By advising on our pensions and investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

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

Company payout

How has Alexander Munn helped you?

Having our reviews and there when we needanyhelp

Have you seen the outcome you were hoping for?

Pretty much you take the highs with the lows

What could they have done better?

Nothing really

Please provide a brief comment about your experience with Alexander

First meeting which went well

Please provide a brief comment about your experience with Alexander

Very informative and explained everything to me each step of the way.

Please provide a brief comment about your experience with Alexander

The meeting I had with Alex was so relaxed, he helped me understand finance with such ease. Considering I have zero knowledge of finance and what you could go into e.g. investing.

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

Annual meeting with Alex.

How has Alexander Munn helped you?

Financial planning.

Have you seen the outcome you were hoping for?

Yes

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

Various small amounts of money in different funds/bonds, etc., for both myself and husband. We looked for a safe, secure company which would manage our future funding and Forrestor Boyd helped.

How has Alexander Munn helped you?

He has gone that extra mile in supporting and explaining - in great detail should we need it, or in layman's terms as to how best our money and investments according to our lifestyle and future requirements. Sadly my husband recently passed away and Alex helped enormously with the first tranche of 'requirements' necessary to shut down and manage a lifestyle for me.

Have you seen the outcome you were hoping for?

Still working on this.

What could they have done better?

Nothing, other than possibly making a note to stay in touch regularly - even once a month.

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

Needed to invest a lump sum that would provide an income.

How has Alexander Munn helped you?

Guided me to investment fund managers who have handled my account well.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Speaking a s a lay person with little financial knowledge, there is nothing they could have done better money wise. The abrupt closure of York office, plus sudden departure of some personnel & move to Leeds was a little unsettling.

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

Retirement

How has Alexander Munn helped you?

Yes

Have you seen the outcome you were hoping for?

Overall yes

What could they have done better?

Nothing in particular

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

I retired 10 years ago and since then Forrester Boyd have managed my private pension scheme.

How has Alexander Munn helped you?

Alex has been my advisor since he joined Forrester Boyd. He manages the scheme and advises as and when necessary and we have an annual review.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing i can think of

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

We had a lump sum and needed advice as to what to do with it

How has Alexander Munn helped you?

Alex Munn helped us by researching the best investments for us to put our money into.

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?

Required advice on the best options for investing a legacy and also what to do with the various work pensions I had.

How has Alexander Munn helped you?

Alex gives clear and concise advice with no pressure and judgment. He is very accessible and always responds to my queries promptly. He is always willing to meet to discuss in person and I always feel assured that I am in good hands.

Have you seen the outcome you were hoping for?

Yes - it's a bit of a rollercoaster but I absolutely feel that my finances are in a 100% better position after accepting advice from Alex.

What could they have done better?

Can't think of anything.

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

I had an inheritance to invest

How has Alexander Munn helped you?

He has pointed our family in the right direction and helped invest our savings

Have you seen the outcome you were hoping for?

Yes our investment has grown so he is doing his job well especially in the climate at the moment

What could they have done better?

Made more money

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

The Family have been with Forrester Boyd for many years

How has Alexander Munn helped you?

He is very helpful and reassuring that I am doing the right thing with my investment portfolio

Have you seen the outcome you were hoping for?

Yes happy with Alex recommendations

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

Approaching retirement and less than 5* advice from my existing pension providers.

How has Alexander Munn helped you?

Explained things clearly and given confidence in how best my pension pot should be managed in order to best provide for my future needs.

Have you seen the outcome you were hoping for?

So far so good.

What could they have done better?

Nothing that I’m aware of.

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

Needed financial help having sold the farm

How has Alexander Munn helped you?

Continued the great advice given over the last 20+ years from Forrester Boyd

Have you seen the outcome you were hoping for?

On several occasions

What could they have done better?

Not a lot

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

Wanted advice on investing and retirement funding

How has Alexander Munn helped you?

Put forward ideas for investment, pension planning

Have you seen the outcome you were hoping for?

Yes, considering the uncertainty in financial markets we’ve done ok

What could they have done better?

Nothing

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

Future planning for retiement

How has Alexander Munn helped you?

Careful and considered advice that combines expert knowledge with in-depth understandings of my individual circumstances.

Have you seen the outcome you were hoping for?

Not quite yet but hopefully getting there.

What could they have done better?

Nothing

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

Pension transfer Inherited money (later)

How has Alexander Munn helped you?

Friendly. advisory. available

Have you seen the outcome you were hoping for?

Covid and Brexit not helping but no complaints

What could they have done better?

?

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

I needed help.

How has Alexander Munn helped you?

Given me pease of mind for my family

Have you seen the outcome you were hoping for?

So far so good.

What could they have done better?

Nothing .

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

Alex took over from Graham

How has Alexander Munn helped you?

Immensely with advice in all areas

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?

My wife had a lump sum which required investment to provide a monthly income

How has Alexander Munn helped you?

Pension and savings advice monitoring Brooks McDonald performance

Have you seen the outcome you were hoping for?

Yes to date

What could they have done better?

Nothing

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

An inheritance

How has Alexander Munn helped you?

Very much

Have you seen the outcome you were hoping for?

Mostly

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

To obtain professional advice.

How has Alexander Munn helped you?

Alexander has advised us on various matters, both in person at annual reviews and via email correspondence.

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?

Size of my fund and closing in on retirement date

How has Alexander Munn helped you?

Has changed my fund from Legal and General to James Hay which was very successful and then to Parmenion which has not been as successful but mainly down to general market situation and my lower attitude to risk (5)

Have you seen the outcome you were hoping for?

Not really as hoped would be better but any gains have been chewed up by charges

What could they have done better?

Don't think could have since my attitude to risk changed

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

Retirement and pension-decision making

How has Alexander Munn helped you?

Listened carefully to what I was weighing up, was mindful of my circumstances and explained clearly the different options I had.

Have you seen the outcome you were hoping for?

I have an option that suits me although changes in global markets means I have seen a significant fall in the value of my investment. Alex did outline the potential ups and downs of the markets and the need for a longer view.

What could they have done better?

Nothing so far.

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

Selling a business so funds to invest.

How has Alexander Munn helped you?

Setting up various investments

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?

The need for sound professional advice in relation to my pension pots.

How has Alexander Munn helped you?

He provided clear advice on the options available and, when his advice was taken, effected a smooth transfer from my previous pension provider.

Have you seen the outcome you were hoping for?

So far so good.

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

advised by FB

How has Alexander Munn helped you?

grow my investment portfolio and is always on hand to advise

Have you seen the outcome you were hoping for?

yes

What could they have done better?

N?A

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

investment's for pensions

How has Alexander Munn helped you?

retirement income has been good

Have you seen the outcome you were hoping for?

yes

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

My mother was in need of advice.

How has Alexander Munn helped you?

He has found some sound investments for my funds and helped my mother with estate planning in a very pleasant and approachable manner.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.