Reviewed for
Insurance and Protection ( 29 )
Mortgages ( 25 )
Pensions ( 55 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 18 )
Auto Enrolment ( 2 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 6 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 10 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 8 )
£100k - £200k ( 10 )
Up to £50k ( 11 )
£50k - 100k ( 11 )
Repeat review
by a verified client in Somerset
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alex Grant helped you since your last review?
Alex had provided guidance on retirement planning for my wife and also financial advice in preparation for a forth coming house move during mid 2025.
Repeat review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alex Grant helped you since your last review?
Alex has kept me informed on the performance of my pensions.
Repeat review
by a verified client in Essex
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alex Grant helped you since your last review?
Alex has been my financial adviser for over 20 years. The advice provided by Alex over this time has been sound, delivered in a professional and friendly manner.
Review
by a verified client in Wiltshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially I needed to look at insurance cover and pension advice regarding a SIPP.
How has Alex Grant helped you?
Alex has been a great help over the years, incredibly knowledgeable and always available to have a conversation. He has guided me through the setup of a SIPP and ensured I was kept aware of risks and requirements along the way.
Have you seen the outcome you were hoping for?
I have been extremely pleased with the outcome of the SIPP investment so far and so pleased I took Alex's advice.
What could they have done better?
I am currently happy with all aspects so nothing that I can think of, as yet.
Repeat review
by a verified client in Somerset
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Alex Grant helped you since your last review?
Alex has continued to provide us with an update on our pension investments and has also provided guidance on savings that we can make to decrease our monthly outgoings i.e. accessing reductions to our current mortgages. In addition, Alex is now also putting forward other investment ideas that we should consider as my wife and I approach retirement age.