Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 22 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 4 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 1 )
£100k - £200k ( 3 )
( 1 )
Up to £50k ( 5 )
£50k - 100k ( 4 )
Review
by a verified client in Gloucestershire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Alex Bound helped you?
Yes
Have you seen the outcome you were hoping for?
Nearly
What could they have done better?
Not much
Review
by a verified client in Northamptonshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A friend recommended Alex to me.
How is Alex helping you?
He is very good at listening and then thinking before making recommendations
Have you seen the outcome you were hoping for?
Not yet it is too early for judgments.
What could they be doing better?
not sure they could do better at this time.
Review
by a verified client in Gloucestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband's early retirement due to being made redundant and not being able to find a job. My intention was to retire or work part-time when I reached 60 but due to the above didn't think that I would be able to.
How has Alex Bound helped you?
Alex was very thorough and really made us consider our spending which made us more confident that we could both retire if we wanted to.
Have you seen the outcome you were hoping for?
Yes - He's very knowledgeable, gave us good advise, reliable, organised and helpful.
What could they have done better?
Nothing
Review
by a verified client in Gloucestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Managing pensions on retirement
How has Alex Bound helped you?
Alex was very helpful and fully understood our financial situation and provided advice and direction on how to achieve our objectives.
Have you seen the outcome you were hoping for?
Given the FCA regulations on DB Pension transfers, on advice from Alex engineering strategy for future request to transfer.
What could they have done better?
Overall very impressed with how Alex has acted on our behalf.
Review
by a verified client in South Yorkshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted a new plan for my pension fund.
How has Alex Bound helped you?
Alex helped me to re-write my well, help with retirement planning, and moved my pension from one provider to another based on my new requirements.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very happy up to this point.