0330 038 8939
Based in Belfast
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 11 January 2025
14
Recent Client Reviews
Verified reviews: 100%
Independent Financial Adviser
Last checked: 27 November 2024
5
Qualifications Uploaded
5 qualification certificates available to view
Transparent Fees
Alastair has provided information on their typical fees
3
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Alastair
I am a Chartered Financial Planner and qualified pension transfer specialist at AAB Wealth, UK Chartered Financial Planning firm of the year 2023, as awarded by the leading professional body withing Financial planning and Advice, the Personal Finance Society. I am passionate about working closely with individuals to create holistic financial plans focused on their individual goals and objectives. We want to make sure that you don't work longer than you need to, don't take more investment risk than you need to, and don't pay more tax than you need to. The lifetime cash flow model we build and refine as part of your financial plan helps you make decisions today, with clarity over the impact they will have on your financial future. At AAB Wealth you will benefit from a Nobel Prize winning investment approach which is not based on speculation, but has been designed specifically to capture efficiently the returns of capital markets. This is referred to as evidence based investing and our aim is to maximise returns without you taking unnecessary risks or paying unreasonable costs. We only work with clients with whom we can truly add value and have strong, close and long-term relationships. Our service involves no tie-in periods, so you can easily cancel if required. But our aim is to impress by giving your peace of mind so that you can live life to the full without being concerned about money.
£375,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £375k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Alastair's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
Review
by a verified client in Down
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following a new business arrangement I required wealth advice in terms of investments and long term life financial planning in the context that I was now in my 60s
How has Alastair Moore helped you?
Having listened to and understood my personal and family circumstances, he has proven to be a very trusted, knowledgable and transparent financial adviser
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Down
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to invest savings to optimise return
How has Alastair Moore helped you?
Efficient, clear and concise advice. Knowledgeable. Very responsive to requests for advice
Have you seen the outcome you were hoping for?
Yes to effective transfer of investments and provision of advice Other outcomes (return) will require at least a year of investment to evaluate but I am very confident in this process
What could they have done better?
Nothing!
Review
by a verified client in Armagh
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We required advice on addressing our present and future investment/financial affairs in general.
How has Alastair Moore helped you?
Alastair initially engaged with us to understand how we wanted the future to look on a financial basis. He then presented us with a range of potential investment possibilities explaining the different levels of risk and return.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Down
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change of company handling our finances
How has Alastair Moore helped you?
Easy to talk to
Have you seen the outcome you were hoping for?
Not yet - only recent
Review
by a verified client in Down
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had additional capital that I wished to invest
How has Alastair Moore helped you?
Alastair set up the investments and incorporated an old pension into the same structure.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I’m happy with the advice and implementation.
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