Alex Shields

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

To look after my pensions. To see what sort of retirement I could live on for me and the wife, if we retired earlier than state pension age. How to get the best in ongoing returns for the pot and help with the best way to withdrew fund so not to pay excess tax now and the future.

How has Alex Shields helped you?

With setting up early retirement. And with the points above.

Have you seen the outcome you were hoping for?

Yes

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

Need to curate my savings and have a trusted ally to manage them and plan for the future as changes occurred.

How has Alex Shields helped you?

As above

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I think I would have benefitted from an annual proposal for added investment considerations as a starting point for annual reviews. I found it hard to focus on my needs/possibilities without any durrction/starting-off point …

Please provide a brief comment about your experience with Alex

great initial conversation, we discussed potential costs and next steps.

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

Alex has looked after my financial planning for many years. He’s immensely reassuring, practical and very experienced.

How has Alex Shields helped you?

Absolutely everything to do with my pensions, associated tax planning and long term financial planning

Have you seen the outcome you were hoping for?

Yes- more than.

What could they have done better?

Nothing

Please provide a brief comment about your experience with Alex

The initial telephone contact was first class.