Alec's reviews
Reviewed for
Insurance and Protection ( 23 )
Mortgages ( 1 )
Pensions ( 78 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 49 )
Auto Enrolment ( 1 )
Investments and Savings ( 69 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 14 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 19 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 22 )
£100k - £200k ( 7 )
Up to £50k ( 10 )
£50k - 100k ( 7 )
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 East Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am 2-3 years away from retirement and wanted to plan for the future to ensure I had enough funds for a comfortable retirement
How has Alec Cameron helped you?
Alec reviewed my current financial situation and future aspirations by completing an in depth report of my current pension and savings accounts. He also completed a cash flow report based on current income and expenditure and forecasted this into the future Alec also made sure that I was aware of the income tax deadlines and benefits
Have you seen the outcome you were hoping for?
There was little to change with my current pension and savings choice although Alec has offered to review my current stocks ISA to suit my risk profile. I feel more assured with my current financial situation
What could they have done better?
Not a lot, I got the service I needed
Alec:
Thank you Jane for taking time out of your very busy schedule to leave such a kind review. It is much appreciated and I'm sure helpful to anyone considering using my services. I look forward to working further with you on your retirement plans.Repeat review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alec Cameron helped you since your last review?
I have known Alec for many years. Recently, has has been helping with investment planning for me and for my wife. He is always very helpful and is ready to answer any questions whenever these arise.
Alec:
Thanks Richard. It is great to here that my advice is still valued after all these years. Look forward to being of service for many years to come. Your review is much appreciated.Repeat review
by a verified client in East Sussex
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alec Cameron helped you since your last review?
We have just seen Alec for our yearly review. As always Alec was considerate and efficient, and took the time necessary to answer our various questions. Oh, and the changes he had recommended before are doing just what we wanted. So great as always. Thank you Alec.
Alec:
Thank you David for taking time to leave such a positive review. It is much appreciated.Review
by a verified client in East Sussex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looming retirement
How has Alec Cameron helped you?
Clear, timely advice delivered in a friendly but professional manner
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Alec:
Thank you so much for taking time to leave a review of my services to date. It is much appreciated. I look forward to working with you again shortly.Repeat review
by a verified client in Kent
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alec Cameron helped you since your last review?
Meeting at least once a year
Alec:
Thanks for taking time to leave a detailed ongoing review, it's much appreciated. Look forward to seeing you soon. Happy New Year!