Alex Phillips

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

For some reason, you don’t learn about money matters / mortgages etc when you’re younger and the internet can be a minefield. I was looking for a trusted adviser to advise on these matters and certainly found one!

How has Alex Phillips helped you?

He has helped me in a number of ways - advising me on my my mortgage when I purchased my home (and subsequent remortgages), pension planning and consolidation and broader financial planning.

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

Nothing!

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

I’m now a mum of two and want to ensure I am able to provide for them. I also want to work towards having financial freedom in my late 50s

How has Alex Phillips helped you?

Alex helped by transferring my work pension, which has increased by 15% since April this year. He’s helped set saving goals and invested in ISAs for me

Have you seen the outcome you were hoping for?

The return on my investments so far have been far greater than I would have expected. It’s nice to have the app so I can see real time how they’re performing

What could they have done better?

Nothing so far

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

I was a first time buyer looking to buy my first home with my partner.

How has Alex Phillips helped you?

Alex provided the mortgage for this property - but more importantly he guided us through a very complicated process that would have certainly overwhelmed us without his patient approach, his invaluable advice and all round pleasantness! He always responded in a timely fashion whenever we shot him one of our (many, many) questions over email or text, and always made us feel like we were the only clients on his book.

Have you seen the outcome you were hoping for?

Absolutely. We bought a dream first home, one which we thought would be out of our budget. Alex helped make that happen.

What could they have done better?

Nothing springs to mind! I'll definitely be using Alex again in the future and recommending him to friends.

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

Was buying a flat

How has Alex Phillips helped you?

Found the most suitable mortgage for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - very communicative throughout the whole process and fast.

Please provide a brief comment about your experience with Alex

Alex was really curious and inquisitive, asking me the right questions to ensure he understood my needs and goals thoroughly before providing very valuable advice that was right for me.