Alex Hatfield

Please provide a brief comment about your experience with Alex

Alex was quite open and honest that I needed to speak to a specialist advisor regarding overseas inheritance tax issues and provided me with a contact.

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

Wanted to secure the future value of my savings & investments and to prepare for inheritance circumstances.

How has Alex Hatfield helped you?

On-going financial and planning advice over many years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

The knowledge that I couldn't do it myself and professional help would be a better basis on which to plan for my retirement

How has Alex Hatfield helped you?

Alex is an experienced professional who I trust implicitly to help me make the right decisions that fit my circumstances and objectives.

Have you seen the outcome you were hoping for?

I'm confident in the long term that outcomes will meet my objectives

What could they have done better?

If pushed to find something - Administration on occasions slipped a little but nothing major or problematical.

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

Wanted to take early retirement but needed confirmation pension fund would support decision

How has Alex Hatfield helped you?

Provided advice and models to show how fund will support me to old age. Provides updates on markets in times of volatility

Have you seen the outcome you were hoping for?

Yes after 4 plus years still confident chose the right advisor

What could they have done better?

Nothing to add

Please provide a brief comment about your experience with Alex

Although unable to help with my particular enquiry, I found it easy and straightforward to speak to Alex.