Alex's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 66 )
Retirement income (annuities, drawdown) ( 30 )
Auto Enrolment ( 1 )
Investments and Savings ( 39 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 13 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 7 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 9 )
£100k - £200k ( 1 )
£50k - 100k ( 4 )
Up to £50k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Alex
Alex was very professional and pleasant to interact with. He gave me some great advice and I would definitely recommend him.
First impression
by a VouchedFor user
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Alex
I had a brilliant session with Alex. He put me at my ease and explained my financial/pension options clearly and sympathetically. I left feeling confident and secure about these subjects which otherwise can be worrying, particularly as I have recently retired.
Review
by a verified client in London
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have just retired and needed to consolidate pensions and savings.
How has Alex Smith helped you?
He very clearly and patiently talked me through my financial options. I am a total novice, but by the end of the consultation I felt clearer about my retirement options, and importantly more confident and reassured.
Have you seen the outcome you were hoping for?
Early days, obviously, but I am following the advice and have great confidence in the outcome.
What could they have done better?
Nothing.
First impression
by a VouchedFor user
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Alex
Alex took the time to understand my personal financial situation and then provided helpful advice on my pension. Thank you Alex
Review
by a verified client in London
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was advised to get financial advice about my pension entitlement by the Monistry of Justice.
How has Alex Smith helped you?
He has helped me with both my Judicial and private pension. He swopped my pension to another provider and advised on how to reclaim tax on mt contributions.
Have you seen the outcome you were hoping for?
Yes. I am working towards a pension pot which will meet my retirement needs.
What could they have done better?
Alex has been very helpful and patient with me.