Alex's reviews
Reviewed for
Insurance and Protection ( 7 )
Pensions ( 36 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 5 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 19 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£200k - £500k ( 5 )
£100k - £200k ( 12 )
Up to £50k ( 13 )
£50k - 100k ( 8 )
Review
by a verified client in Tyne and Wear
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
First reason was to have an advisor on board to stop me loosing all my money. Second is the experience of the advisor on investment opportunities that i may not have been able to reach myself
How has Alex Turnbull helped you?
Keeping the investment heading in the right direction , up front with the next portfolio changes to better funds and looking to portfolio charges for more of the capital is invested
Have you seen the outcome you were hoping for?
Under the world changes in the markets - I look at how much money is invested to the total after costs - if it’s more than I am happy.
What could they have done better?
Everything was as expected and they doing a fine job .
Review
by a verified client in Tyne and Wear
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment
How has Alex Turnbull helped you?
Yes
Have you seen the outcome you were hoping for?
No my investment is down
What could they have done better?
Nothing
Review
by a verified client in Tyne and Wear
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Alex Turnbull helped you?
Helped decide how to take work pensions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Alex did a great job. Very happy.
Review
by a verified client in Tyne and Wear
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Reinvesting existing funds and enquiring about future investments/returns pending future pension plans.
How has Alex Turnbull helped you?
Extremely knowledgeable on many aspects of expectations and covered a few alternatives that I hadn’t considered
Have you seen the outcome you were hoping for?
Time will tell!!!
What could they have done better?
Nothing I can think of.!
Review
by a verified client in Tyne and Wear
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have a workplace pension with Aegon and wanted to use it to purchase an Annuity. As Aegon do not provide Annuities I needed to look elsewhere and wanted to see an adviser face to face in my local branch.
How has Alex Turnbull helped you?
She has been very thorough in checking that my requirements were right for me. She asked detailed questions about my finances and discussed things that I hadn't considered, so I feel confident in my final decision.
Have you seen the outcome you were hoping for?
I'm still waiting for this to be set up, but I'm happy with the outcome.
What could they have done better?
Nothing. Alex kept me well informed throughout the process.