Alexander's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 11 )
Pensions ( 145 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 92 )
Investments and Savings ( 141 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 40 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 25 )
Financial Planning ( 84 )
Financial Mentoring ( 7 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 23 )
£200k - £500k ( 23 )
£100k - £200k ( 23 )
Up to £50k ( 11 )
£50k - 100k ( 14 )
Review
by a verified client in North Yorkshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was already a client of St James's Place and Alex took over as my adviser. He has maintained the strong level of service I had come to expect and has been especially helpful as I entered retirement.
How has Alexander Bland helped you?
Specifically: in working through planning. I am confident about my financial sustainability and tax position as a direct consequence of Alex's advice.
Have you seen the outcome you were hoping for?
So far - yes. I have a clear plan.
What could they have done better?
Nothing I can think of. All my issues and questions have been addressed.
Repeat review
by a verified client in Essex
7 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alexander Bland helped you since your last review?
He has explained my pension circumstances in a way I can understand. He has put my mind at rest that my financial circumstances during retirement are looking good. As usual Alex is a very pleasant and charming man.
Review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement/pension investment.
How has Alexander Bland helped you?
I feel very comfortable and reassured by Alex's guidance and advice. He is personable, explains things clearly and answers my questions. I feel my money is invested well for a secure retirement.
Have you seen the outcome you were hoping for?
My investment is slowly building.
What could they have done better?
I feel that the money is being managed well with the international financial markets.
Repeat review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alexander Bland helped you since your last review?
Alex is always very clear, his explanations are very understandable, which helps me to decide what I need to do in regard to my finances.
Repeat review
by a verified client in Cornwall
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alexander Bland helped you since your last review?
I now have a better understanding in which order to withdraw funds my various accounts