Alexander's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 25 )
Retirement income (annuities, drawdown) ( 19 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 11 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 27 )
Financial Mentoring ( 4 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 13 )
£100k - £200k ( 1 )
Review
by a verified client in Cumbria
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to ensure we had sufficient income going forward for our retirement.
How has Alexander Law helped you?
Alexander, always gives us clear, easy to understand information about our pension pot, and realistic expectations.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
We know that Alexander is available fir any future questions we may have so I don’t think this can be improved on.
Review
by a verified client in Merseyside
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment after selling business shares
How has Alexander Law helped you?
Alex has given a clear insight into investment performance and future strategy.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Management of investments
How has Alexander Law helped you?
Personalised advice relating to my circumstances and more recently moving my funds to “ethical” funds only
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing at this time
Review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I originally started using the Private Office because one of my cricket friends was an advisor there. I have stayed with the Private Office when Alex took over and he has been excellent.
How has Alexander Law helped you?
Alex has a superb understanding of my circumstances both financial and personal and this allows him to tailor his advice to my needs.
Have you seen the outcome you were hoping for?
I have been very pleased with both my portfolio performance and the customer service / communication Alex provides. He is always available whenever required to explain / respond to questions and provide advice.
Review
by a verified client in Merseyside
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment of funds from business sale
How has Alexander Law helped you?
He has explained the portfolio and functioning of the investment process very well. He has also explained options for tax efficient drawdowns and helped to project income and expenditure during retirement. Invaluable!!
Have you seen the outcome you were hoping for?
Yes - totally happy with Alex efforts and those of the Private Office. I have total confidence in his and their abilities
What could they have done better?
Very little