Alex's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 61 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 43 )
Investments and Savings ( 66 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 27 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 21 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 47 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
( 6 )
Review
by a verified client in Buckinghamshire
3 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
4 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
First impression
by a VouchedFor user
8 days ago
Overall
Please provide a brief comment about your experience with Alex
Excellent first meeting. He didn’t oversell or overpromise but gave an excellent broad overview.
First impression
by a VouchedFor user
19 days ago
Overall
Please provide a brief comment about your experience with Alex
Alex was great in our initial call - he's clearly knowledgeable around personal finance - but also both clear and relaxed about the client process and what my 'journey' would/could look like as we go through it. Not that there was any reason to fluster, but he helped put me at ease... and the fact there was no 'hard sell' and just an invitation to investigate how he could help and how we could work together was appreciated.
Review
by a verified client in Oxfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial and Retirement planning
How has Alex Hatfield helped you?
wealth Management and responding to changing needs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Would prefere face to face reviews but understand the current demands from clients