Alexander's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 74 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 47 )
Investments and Savings ( 87 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 43 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 62 )
Financial Mentoring ( 13 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 30 )
£200k - £500k ( 22 )
£100k - £200k ( 11 )
Up to £50k ( 2 )
£50k - 100k ( 3 )
Review
by a verified client in Lincolnshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed someone to advise me on how to invest my money
How has Alexander Munn helped you?
He explained all the options open to me in language I could understand
Have you seen the outcome you were hoping for?
Yes I have been very satisfied
What could they have done better?
No I do don’t think so
Alexander:
Dear Jean, Thank you so much for taking the time to leave your review. I’m really pleased to hear that you’ve been very satisfied with the outcome of our work together. It’s great to know that you found the advice clear and easy to understand. One of my key aims is to ensure clients feel confident and well-informed about their financial decisions, so I’m glad that approach resonated with you. Helping you explore the options for investing your money in a way that suits your goals and comfort level has been a real pleasure. Knowing that the process has met your expectations is exactly the outcome I strive for with all my clients. Thank you again for your kind words and for placing your trust in me. I look forward to continuing to support you in the future. Warm regards, AlexReview
by a verified client in South Yorkshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Support with investing
How has Alexander Munn helped you?
Alex is approachable and knowledgeable. He is well able to explain the benefits and options accessible to me to achieve what I want, including AVC and ISAs.
Have you seen the outcome you were hoping for?
Yes
Alexander:
Dear Mary, Thank you so much for taking the time to leave this kind review. I'm really pleased to hear that you've found our work together helpful and that you're seeing the outcomes you were hoping for. It’s great to know that you’ve found my approach both approachable and informative. Helping clients understand the options available to them—whether through AVCs, ISAs or other investment routes—is central to the advice I offer, so I’m glad that’s made a difference for you. Supporting clients to feel confident in their financial decisions is one of the most rewarding parts of what I do. I look forward to continuing to help you plan effectively for the future and make the most of the opportunities available. Thanks again for your feedback—it’s very much appreciated. Warm regards, AlexReview
by a verified client in Lincolnshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to make my savings grow
How has Alexander Munn helped you?
Recommended investment strategies
Have you seen the outcome you were hoping for?
Yes
Alexander:
Thank you, John, for taking the time to leave this review. I’m really pleased to hear that you’ve had a positive experience working together. It’s great to know that the investment strategies we discussed have helped you move towards the outcomes you were hoping for. Helping clients like you make the most of their savings and feel confident about their financial future is always at the heart of what I do. Financial planning is about more than just returns; it’s about providing clarity, reassurance, and a long-term strategy that aligns with your goals. I look forward to continuing to support you on your financial journey and reviewing things regularly to ensure everything remains on track. Thank you again for your kind words and your trust. Warm Regards AlexReview
by a verified client in Lincolnshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
looking for best results from pension
How has Alexander Munn helped you?
searched for different plans and explained which is best
Have you seen the outcome you were hoping for?
yes
What could they have done better?
every thing has been good
Review
by a verified client in Lincolnshire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had money to invest.
How has Alexander Munn helped you?
He has recommended suitable investments and given good advice.
Have you seen the outcome you were hoping for?
Yes
Alexander:
Thank you, Lucy, for taking the time to leave this lovely review. I’m really pleased to hear that you’ve been happy with the advice and support I’ve provided. It’s great to know that the investment recommendations we discussed have aligned with your expectations and helped you achieve the outcome you were hoping for. Helping clients make informed decisions and feel confident about their financial future is at the heart of what I do. Whether it’s selecting suitable investments or providing guidance along the way, my aim is always to offer advice that is tailored to each individual’s needs and goals. I look forward to continuing to support you with your financial plans over the years ahead. Please do get in touch if you ever have any questions or would like to review anything further. Warm Regards Alex