Alexander's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 65 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 42 )
Investments and Savings ( 79 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 38 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 56 )
Financial Mentoring ( 13 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 21 )
£100k - £200k ( 9 )
Up to £50k ( 2 )
£50k - 100k ( 3 )
Review
by a verified client in Lincolnshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Not having an IFA.
How has Alexander Munn helped you?
Alex has consistently given me the best advice to suit my own needs fully explaining each step.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing in my opinion.
Alexander:
Thank you, Rob, for taking the time to leave such a positive review. It’s great to hear that you’ve felt fully supported and well-informed throughout our work together. I’m especially pleased that the advice I’ve provided has suited your individual needs and that each step has been clearly explained — helping you feel confident in your decisions is always a key priority. Hearing that you’ve seen the outcome you were hoping for is exactly the kind of feedback that reinforces the value of tailored financial advice. I truly appreciate your trust and look forward to continuing to support you in the future. Warm regards, AlexReview
by a verified client in Lincolnshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Always used an advisor
How has Alexander Munn helped you?
In giving many options with his advice
Have you seen the outcome you were hoping for?
Almost
Alexander:
Thank you, David, for taking the time to leave your review. It’s great to hear that you’ve always valued working with a financial adviser, and I’m really pleased that you’ve found the range of options and advice I’ve provided to be helpful. My aim is always to give clear, tailored guidance so you can make informed decisions with confidence. I appreciate your comment that the outcome is “almost” what you were hoping for. Financial planning is very much a journey, and your feedback is a helpful reminder to keep reviewing and adjusting the plan to ensure it stays aligned with your goals. Thanks again for your continued trust — I look forward to supporting you in the years ahead. Warm Regards, AlexReview
by a verified client in Lincolnshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ensure both our pensions were with the right people and they are earning interest without us concerned about any risks
How has Alexander Munn helped you?
Immensely, very knowledgeable and approachable
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
As far as I am concerned nothing else could be done better, would highly recommend
Alexander:
Thank you, Stephanie, for leaving such a kind review. I’m really pleased to hear that you’ve found our work together helpful, especially when it comes to making sure your pensions are in the right place and working for you without unnecessary risk. It’s great to know you’ve felt supported and reassured throughout the process. Your comments about my knowledge and approachability genuinely mean a lot. I always aim to make financial planning as clear and personal as possible, so it’s rewarding to hear that reflected in your experience. I’m especially grateful for your recommendation and your remark that there’s nothing more I could have done – that’s incredibly encouraging. Thank you again, and I look forward to continuing to support you in the future. Warm Regards AlexReview
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?
Retirement
How has Alexander Munn helped you?
Alex has advised me on pension funds, savings and investments for my impending early retirement and loss of working income
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Only if I had taken a higher risk which I didnt want to do
Alexander:
Thank you, Gail, for taking the time to leave such a thoughtful review. It’s been a pleasure supporting you as you plan for early retirement. I’m so pleased to hear that the outcome has met your expectations, and that you’ve felt confident in the guidance provided around your pension funds, savings, and investments. Retirement planning is such a pivotal stage, and it’s rewarding to know that our work together has helped bring clarity and reassurance as you transition into this next chapter. You mentioned that a higher risk approach might have brought different results, but ultimately, your comfort with the level of risk was key — and striking the right balance for your personal circumstances is always our priority. Thank you again for your trust, and I look forward to continuing our work together as your retirement journey unfolds. 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?
pensions
How has Alexander Munn helped you?
helped me sort the right pension for me and changed it as and when needed
Have you seen the outcome you were hoping for?
yes
What could they have done better?
happy with everything
Alexander:
Thank you, Dawn, for taking the time to leave such a positive review. I’m really pleased to hear that you’ve been happy with everything throughout the process. It’s great to know that I’ve been able to support you in finding the right pension solution and adjust it when necessary to suit your changing needs. Helping clients navigate their retirement planning with confidence is always a key priority, so I’m glad the outcome has matched your expectations. I truly appreciate your trust, and I look forward to continuing to support you in the future as your plans evolve. Warm Regards Alex