Alexander Head

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

I wanted to understand how to make more of my pension and get some general financial advice about investments and money management. Alexander has been an excellent FA and I feel confident in the advice he has shared with me

How has Alexander Head helped you?

He has helped me understand more about how to better invest for my pension

Have you seen the outcome you were hoping for?

It is still early days but I feel confident in the course we have set

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

I’d recently returned from the UAE and I wasn’t happy with some of the decision-making that I’ve taken with regards to transferring my pensions via a QROPS arrangement.

How has Alexander Head helped you?

Alex was instrumental in compiling my previous pensions and bringing them back under the auspices of UK jurisdiction. You’re so supported me with the setting up of Isis and he gives me regular reviews on how things are going.

Have you seen the outcome you were hoping for?

Yes, although I do recognise that there is a long way to go until I achieve what I want.

What could they have done better?

Can’t think of anything.

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

I started looking for an adviser because I wanted to get serious about planning for the future. Managing long-term goals like saving for retirement, growing my investments, and making sure my family is financially secure felt a bit overwhelming on my own. I realised having a professional guide me through the process could make a big difference, not just in feeling confident about my decisions but also in making the most of what I have. It was really about finding someone who could help me build a solid plan and stay on track for the long run.

How has Alexander Head helped you?

Alexander has been such a great help in getting my finances in order and giving me a sense of direction. They’ve provided really valuable advice on building generational wealth, which has helped me think about the future and how I can support my family in the long run. They also walked me through setting up wills and estate planning, which wasn’t something I’d thought much about before, but now I feel so much more at ease knowing it’s all sorted. On top of that, their guidance with my retirement planning has been amazing. I now have a clear plan that feels achievable, and it’s reassuring to know I’m on track for a secure future. Overall, working with them has made such a positive difference in how I approach my financial goals.

Have you seen the outcome you were hoping for?

Yes, still in the early in the process

What could they have done better?

n/a

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

Looking to consolidate various pensions

How has Alexander Head helped you?

Helped plan income/ expenditure. Long term view of pension savings, saving for “rainy day” and saving to invest.

Have you seen the outcome you were hoping for?

I now have a clear view of how to reach our financial goals, and the pension fund has performed above expectations in the first year and way above my standard employer pension was.

What could they have done better?

Alexander followed up all actions and contacted me for regular review. There is nothing more I need.

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

Maximise performance of pension and review savings

How has Alexander Head helped you?

Advised me on pension transfer, talked me through the whole process and helped with any questions.

Have you seen the outcome you were hoping for?

Pension was only transferred across a few months ago so still a little early.

What could they have done better?

N/A