Alex Hatfield

Alex Hatfield

The Private Office

Alex's reviews

Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 1 )

Pensions ( 62 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 43 )

Investments and Savings ( 67 )

Pension Transfers - Non Specialist ( 13 )

Inheritance Planning ( 28 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 16 )

Financial Planning ( 22 )

Financial Mentoring ( 4 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 49 )

£200k - £500k ( 5 )

£100k - £200k ( 2 )

£50k - 100k ( 1 )

Up to £50k ( 1 )

( 6 )

Review

by a verified client in Middlesex

a day ago

Overall

Advice

Service

Value

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

Wanted to take early retirement but needed confirmation pension fund would support decision

How has Alex Hatfield helped you?

Provided advice and models to show how fund will support me to old age. Provides updates on markets in times of volatility

Have you seen the outcome you were hoping for?

Yes after 4 plus years still confident chose the right advisor

What could they have done better?

Nothing to add

First impression

by a VouchedFor user

3 days ago

Overall

Please provide a brief comment about your experience with Alex

Although unable to help with my particular enquiry, I found it easy and straightforward to speak to Alex.

Review

by a verified client in Vale of Glamorgan

7 days ago

Overall

Advice

Service

Value

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

I wanted financial advice from an expert source to ensure that our assets, savings & investments were keeping pace with inflation at least and not exposed to undue risk.

How has Alex Hatfield helped you?

Alex has helped us over many years with great investment advice, sound financial planning and excellent money management expertise.

Have you seen the outcome you were hoping for?

Yes, especially over recent years when the global economic and political situation has been very unpredictable and volatile. We are very pleased.

What could they have done better?

Nothing, as far as I am aware.

Review

by a verified client in Buckinghamshire

12 days ago

Overall

Advice

Service

Value

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

Consolidate pensions.

How has Alex Hatfield helped you?

Consolidated pensions. Advice on savings and planning for future.

Have you seen the outcome you were hoping for?

So far.

What could they have done better?

My one piece of feedback would be Alex makes notes of meetings and then gives views on timescales for delivery of his actions but the agreed timelines are not met. For example I was advised a cash flow forecast would be forthcoming after last meeting, I chased and was advised there was a delay and that I would receive by last Tuesday. I am still awaiting cash flow. This is not the first time a deliverable has not arrived. I am conscious illness and timelines change but keep me informed not let me have to chase.

Alex:

Thank you for your feedback. I'm genuinely sorry to hear you were disappointed. As I mentioned at the time, there were unavoidable delays due to illness, but I did ensure a detailed follow-up was uploaded to your client portal and sent you a comprehensive message on 19th June with all items completed — two days before this review was posted. I appreciate that communication is important and regret if it felt you were left having to chase. Your comments are noted and taken seriously.
First impression

by a VouchedFor user

14 days ago

Overall

Please provide a brief comment about your experience with Alex

Really helpful intro discussion, very clear on process and looking forward to the proper discovery session