Alex's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 72 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 15 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 10 )
£100k - £200k ( 4 )
Up to £50k ( 7 )
£50k - 100k ( 2 )
( 3 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Berkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted retirement advice
How has Alex Breadmore helped you?
The advice allowed me to retire at the right time
Have you seen the outcome you were hoping for?
So far yes
Alex:
Thank you for taking the time to leave a review – your feedback is greatly appreciated.Repeat review
by a verified client in Berkshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alex Breadmore helped you since your last review?
Specific pension & insurance advice specific to our needs. Service levels as consistent as ever
Repeat review
by a verified client in Cardiff
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alex Breadmore helped you since your last review?
Alex has chased pension information for me and has advised on investmenting money.
Repeat review
by a verified client in Hampshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alex Breadmore helped you since your last review?
Annual review of pensions and long-term financial planning to ensure adequate financial provision for our retirement. Most recently is an ongoing consult re annuities.
Alex:
Thank you very much for the review. I look forward to continuing to work together.Repeat review
by a verified client in Outside UK
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alex Breadmore helped you since your last review?
On-going support to move to early retirement status - the next stage in the goals discussed from the beginning. The move was smooth and Alex was always there to facilitate the different exchanges with the pension companies.
Alex:
Thank you very much for the review. I look forward to continuing to work together.