Alex's reviews
Reviewed for
Insurance and Protection ( 25 )
Mortgages ( 49 )
Pensions ( 12 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 5 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 2 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 6 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£100k - £200k ( 5 )
( 1 )
Up to £50k ( 23 )
£50k - 100k ( 5 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing a pension sorting and had to have an adviser Alex came recommended
How has Alex Napier helped you?
Sorted the pension and help me get some money out and reinvested the remaining
Have you seen the outcome you were hoping for?
Early days so but sorted the 25% from my pension
What could they have done better?
Not a thing
Review
by a verified client in Cornwall
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Alex Napier helped you?
Given me the advice I required
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hertfordshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have retired early and wanted to know if I'd have enough to live on and if there were other ways to use my pension and savings
How has Alex Napier helped you?
Alex worked through the figures and showed me that I'm ok with things as they are. There are some points around inheritance that we're also very helpful.
Have you seen the outcome you were hoping for?
Yes, I'm pleased and grateful for several sessions of advice and analysis that, in the end, haven't cost me anything as Alex was fair enough to reason that it would be most cost effective to stay as I am currently.
What could they have done better?
Perhaps send one of the emails sooner so I could read it before the meeting but that may have been the delay from my pension provider.
Review
by a verified client in Derbyshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Increasing earnings
How has Alex Napier helped you?
Setting up a pension / financial planning and advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
n/a
Review
by a verified client in South Yorkshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After a pay increase, I was looking for advice on how to build wealth for retirement now I've entered a new tax bracket.
How has Alex Napier helped you?
Alex has completed a comprehensive audit of my finances, advised what I should be doing to meet my financial goals, and put everything in place to help me achieve this.
Have you seen the outcome you were hoping for?
We've only just started working together, but I've been happy with the service so far.
What could they have done better?
Too early to say!