Alex's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 63 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 43 )
Investments and Savings ( 69 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 29 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 24 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 50 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
( 7 )
First impression
by a VouchedFor user
22 days ago
Overall
Please provide a brief comment about your experience with Alex
Everything sounded good particularly noted looking after some of his own family with financial advice and the overall companies credibility.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Alex
Excellent first impressions, very informative
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Alex
Good initial meeting with Alex, very clear and very personable.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Alex
Alex completely understood my requirements.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Alex
Alex was quite open and honest that I needed to speak to a specialist advisor regarding overseas inheritance tax issues and provided me with a contact.