Alex's reviews
Reviewed for
Pensions ( 13 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 3 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 12 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 3 )
£100k - £200k ( 3 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
First impression
by a VouchedFor user
8 days ago
Overall
Please provide a brief comment about your experience with Alex
Alex was friendly and professional, and made some difficult financial information clear and understandable. He worked hard before and after our meeting, to give me the best advice and guidance that he could, which was much appreciated.
Alex:
Thank you for your lovely review! It was a pleasure meeting with you. I'm delighted our meeting was helpful and I look forward to determining whether there is anything further I can support with.First impression
by a VouchedFor user
8 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Alex
Alex gave us a really comprehensive summary of our options in retirement. His advice was clear and easy understand. He answered all our questions and gave us some potential models to think about. I would highly recommend him.
First impression
by a VouchedFor user
9 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Alex
Very professional, transparent and easy to talk to. The initial discussion was very informative and provided a lot of thought provoking options.
First impression
by a VouchedFor user
9 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Alex
Alex was very open and transparent. He was professional and easy to talk to. I am optimistic to work with him going forward.
Review
by a verified client in Cambridgeshire
9 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To protect my inheritance and pass it on to my family in a tax-efficient way
How has Alex Roberts helped you?
One-to-one meetings to review my situation, discuss options and make recommendations. Reviewing portfolio and setting up a SIPP.
Have you seen the outcome you were hoping for?
Still in the process
What could they have done better?
Nothing, as far as I know.