Alex Turco

What were the circumstances that caused you to initially look for an adviser?

We were concerned about our current pensions and thought they all needed looking at and we required advice of what to do next.

How has Alex Turco helped you?

Alex explained, in detail, what kind of pensions we already had in place. What we could get out of them. He advised us thoroughly on what could be the best way forward for us to achieve the a very decent retirement pot. We already had lots of different pensions and were confused on what each one was offering so to get his expertise on these was hugely beneficial. He also advised us of newer ways to invest into our pensions, especially for one of us who is a Company Director.

Have you seen the outcome you were hoping for?

Yes - we are completely delighted with what Alex has done for us and would highly recommend him to others.

What could they have done better?

There is nothing more we could have asked of Alex. He did everything we wanted and more for us.

What were the circumstances that caused you to initially look for an adviser?

Pension and savings advice

How has Alex Turco helped you?

Set up ISA account and advised on use of tax free personal allowance.

Have you seen the outcome you were hoping for?

Yes pretty much.

What could they have done better?

-

What were the circumstances that caused you to initially look for an adviser?

Retirement planning and investment

How has Alex Turco helped you?

Excellent at explaining the options

Have you seen the outcome you were hoping for?

Very satisfied

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

We wanted the best and Alex has been superb, nothing is a problem.

How has Alex Turco helped you?

Parents financial affairs, both when they were alive and sadly on their deaths, And dealing with our financial affairs now.

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Early retirement

How has Alex Turco helped you?

Structured my investments to grow the value of my portfolio and provide regular income to supplement my pension. I receive an annual review which has helped with IHT planning as well as ensuring my investments continue to meet my requirements.

Have you seen the outcome you were hoping for?

Yes, absolutely.

What could they have done better?

Can't really think of anything.