Alister Mellor

Alister Mellor

Bespoke Wealth Management

Alister's reviews

Reviewed for

Insurance and Protection ( 31 )

Mortgages ( 26 )

Pensions ( 98 )

Equity Release ( 19 )

Retirement income (annuities, drawdown) ( 68 )

Auto Enrolment ( 2 )

Investments and Savings ( 91 )

Pension Transfers - Non Specialist ( 26 )

Inheritance Planning ( 72 )

Long Term Care ( 14 )

Pension Transfers - Specialist ( 8 )

Financial Planning ( 1 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 57 )

£200k - £500k ( 10 )

( 1 )

Up to £50k ( 1 )

£50k - 100k ( 1 )

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 Hertfordshire

3 years 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?

I have been with Alister for years and never regretted it, good sound advice over the long term.

How has Alister Mellor helped you?

Looking for alternative investments and making sure my kids get a fair deal

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing very happy

First impression

by a VouchedFor user

3 years ago

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Alister

Professional and knowledgeable! Gave us lots to think about!

Repeat review

by a verified client in Buckinghamshire

4 years ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Alister Mellor helped you since your last review?

Since my last review Alister has continued to help with financial planning into retirement and has recently arranged a joint investment account between myself and my sister.

Repeat review

by a verified client in Buckinghamshire

4 years ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Alister Mellor helped you since your last review?

Alister continues to be my trusted Advisor, as ever Alister is personable, responsive and above all extremely knowledgeable. This past Annual review was more in depth than previous years due to changes in my personal circumstances and his advice and guidance was invaluable in ensuring that my decision was the correct one (initially it wasn't) so again cannot speak highly enough of the Service he and his organisation provides.

Repeat review

by a verified client in Buckinghamshire

4 years ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Alister Mellor helped you since your last review?

Alister continues to look after our financial affairs to our absolute satisfaction. He is professional, with excellant operational backup and takes a personal interest in our family and our financial objectives. He has been instrumental in providing us with a very comfortable and worry free retirement. We cannot recommend him and his team highly enough.