Reviewed for
Pensions ( 21 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 12 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 18 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 7 )
£50k - 100k ( 1 )
Review
by a verified client in Antrim
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement and needed financial planning advice
How has Alastair Moore helped you?
He has provided clarity on the path to retirement in what is a notoriously complicated area.
Have you seen the outcome you were hoping for?
Yes, so far, so good.
Review
by a verified client in Down
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sale of my husband's business
How has Alastair Moore helped you?
knowledge, reassurance and trust.
Have you seen the outcome you were hoping for?
Yes, a greater confidence in our financial planning
What could they have done better?
Nothing- Alistair is extremely professional, exhibits confidence and complete integrity. He is very reassuring and his advice is greatly appreciated.
Review
by a verified client in Down
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
poor return on previous investments
How has Alastair Moore helped you?
gave us options depending on risk assessment
Have you seen the outcome you were hoping for?
too early to say
What could they have done better?
nothing- he was there for any advice or explanation
Review
by a verified client in Down
a month 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
a month 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!