Alec's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 23 )
Pensions ( 51 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 62 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 2 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 49 )
Financial Mentoring ( 30 )
Financial Coaching ( 56 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 2 )
£100k - £200k ( 5 )
Up to £50k ( 25 )
£50k - 100k ( 7 )
Repeat review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alec Carpenter helped you since your last review?
Helped me understand where I should be saving my money.
Repeat review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alec Carpenter helped you since your last review?
I havent had the time to follow-up but plan to make an appointment soon
Review
by a verified client in Berkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for a financial coach?
Looking to buy a property
How has Alec Carpenter helped you?
Explained the various ways myself and my husband can take out a mortgage, given my husband's age. Additionally, referred us to mortgage brokers within the company.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for a financial coach?
Significant lifetime milestones. Changes in financial situation. Desire to learn how to set myself up with financial security for life.
How has Alec Carpenter helped you?
Alec has provided guidance, mentored and coached me through thinking about my goals and coming up with solutions to meet my needs.
Have you seen the outcome you were hoping for?
So far, yes.
Repeat review
by a verified client in Surrey
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alec Carpenter helped you since your last review?
Alec has helped me explore my options after a change in personal circumstances. Discussions with Alec have helped me review my savings pots and move accounts to ensure I get the best interest rate to maximise their potential. During my time working with Alec I have also been able to consolidate my pensions so I have a clearer picture of my retirement fund.