Alex Hatfield

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Clear and concise. Full explanation of next steps

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Alex came across as both knowledgeable and professional, if a little cautious about taking on new clients whose requirements don't fit well with TPO. It was a very good, constructive first call.

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Simple and clear introduction to service possibilities.

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Our meeting with Alex was informative and relaxed and he clearly outlined what we could expect. The initial meeting was really helpful for us to inform thinking about our first steps towards financial planning for retirement and very much looking forward to working with Alex on this. Morag

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First meeting with Alex was very helpful. Alex explained how he and TPO would approach a review of my financial affairs due to a retirement planned in 2 years. I found Alex very pleasant, knowledgeable, professional and transparent and I was reassured that I would not be required to pay a fee until both sides are certain the services offered would meet my needs as a client. I look forward to the second meeting to help assess and decide if and when to proceed.

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I had a very productive initial conversation with Alex concerning pension planning. He was able to provide valuable additional insights into my current plans and highlight potential pitfalls I had not previously considered. As someone who has a fair degree of experience in financial matters, I am able to vouch for the fact that Alex has an extremely good level of knowledge in the area of pensions, and I would have no hesitation in working with him in the future.

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I had an introductory conversation with Alex concerning my future pension plans. He was very knowledgeable and honest, and we were able to discuss my options to proceed in some degree of detail in just a short call. His depth of knowledge in the field was apparent, and I would have no hesitation in recommending him as a potential IFA to someone requiring advice in the area of pensions.

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Knowledgeable, good listener. Was clear about the next steps.

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First meeting with Alex was very helpful. Any questions I had were addressed to a high standard. I look forward to the second meeting and to deciding if TPO is for me.

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Thorough, efficient, good listener. Laid out the next steps with clarity.

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

Retirement planning.

How has Alex Hatfield helped you?

By providing us with the required insight into our financial future, the (lack of) need to take financial risks to realise that future, how best to invest for that future, how to re-arrange our defined contribution pensions to maximise their returns.

Have you seen the outcome you were hoping for?

Yes, absolutely.

What could they have done better?

Nothing really.

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Clear, and inspires confidence. No pressure to buy the service.

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A very clear discussion of issues around IHT and services The Privaate Office offer. No hard sell or scare tactics.

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

lead-up period to retirement; needed advice on how to manage multiple pensions, investment options and cashflow analysis

How has Alex Hatfield helped you?

Alex and his team have taken time to understand our circumstances, short/medium and long term needs and risk profiling and subsequently given excellent advice on setting up appropriate investment options.

Have you seen the outcome you were hoping for?

I am one year into our relationship and very happy with the immediate performance of the portfolio and pleased that our discussions resulted in ethical investments. Alex and his team have been assiduous in getting to know us, communicating on a regular basis and very helpful and insightful in responding to our questions.

What could they have done better?

I honestly can't think of anything at this point !

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

The very sad loss of my husband.

How has Alex Hatfield helped you?

Couldn't have got through without Alex and his team, they took the stress away and gave me a clear path forward.

Have you seen the outcome you were hoping for?

Very much so.

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

Consolidation of Pensions and Retirement planning

How has Alex Hatfield helped you?

Alex clearly explained the options available and came across very knowledgable in his advice. We came away confident that we could meet our retirement needs.

Have you seen the outcome you were hoping for?

Yes, pensions have been combined and invested in a SIPP. Performance has been good recently after a bit of financial turbulence initially, but overall good results for our first year.

What could they have done better?

Nothing, as we are content with everything that has been done for us so far.

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

Help to plan retirement in the long term and establish a plan for investing my savings

How has Alex Hatfield helped you?

He’s done an excellent job for me

Have you seen the outcome you were hoping for?

Yes. More or less. I’m struggling to think of any negatives.

What could they have done better?

Very little. Being speedier implementing agreed action points is down to TPOs processes rather than Alex

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Very useful meeting with Alex and his colleague Estella, which answered a lot of questions and gave a clear overview of the kind of factors and decisions we need to think about.

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

Pension Transfer

How has Alex Hatfield helped you?

He was thorough covering all pros and cons. He was expedient as there were some time constraints to ensure I benefitted from the best option/value from my employers scheme

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Alex

Informative and professional first meeting

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

Unhappy with previous advisor

How has Alex Hatfield helped you?

Future financial planning Understanding current economic environment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Initial, (a few years ago) response to actions needed improvement. This is now very, very much better.

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Very helpful conversation.

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Alex was very professional and was clear on the company can offer

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Alex was very clear on what the company can provide and was very professional. Very impressed on initial meeting and why I am keen to have the discovery meeting.

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Easy, approachable, professional active listener

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Having previously been burnt by an unscrupulous IFA, we've managed our finances ourselves for many years. With retirement approaching it's become clear that we need help with the transition from earning salaries to living off our savings and investments. After spending a lot of time researching the options on VouchedFor and other websites, we decided to approach Alex at TPO. The reasons for choosing Alex were: - Independent, with a long list of qualifications and certifications. - Both Alex and TPO look like they have a good long-term approach to helping their clients. The fact that they have specialists in an area like long-term care planning is definitely a bonus for us. - A transparent fee structure, with published prices for specific services and a fixed percentage for ongoing management services. - The initial documentation we've received provides very detailed information about their policies, regulatory compliance, ownership structure, client obligations, etc., all of which helps build confidence that TPO is a company committed to doing the right things. - The majority of Alex's VouchedFor reviewers are in the £500k+ category, and although some of them have marked Alex down slightly for "Value", it seems to us that if you want the best possible service you're not going to get the lowest possible price. - The fact that the TPO head office is in Leeds and their City of London office isn't in one of the most prestigious locations suggests that they're careful with how they're spending their money, which is also a good sign. In summary, our initial impressions have been wholly positive. If we go ahead with Alex and TPO, we'll have to come back an give an update based on our experiences.

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Friendly, helpful, thorough

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Very competent and aware of clients potential requirements.

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

imminent, planned retirement - looking for guidance, advice on long-term management of multiple pension pots

How has Alex Hatfield helped you?

Alex and his team have been assiduous at all stages in establishing my objectives and risk profile (which weren't fully formed, but Alex carefully and sensitively helped to crystallise those), analysing actual and scenario cashflows, reviewing my existing pension arrangements, discussing investment options and creating a proposal.

Have you seen the outcome you were hoping for?

Started working with TPO/Alex in early 2023, adjusted the conversation as circumstances changed and agreed Alex's proposal in late 2023. So, it's early days, but the overall outcome ( versus my target of having an agreed approach by the end of 2023) has been achieved

What could they have done better?

I don't have anything specific to highlight. Alex has adapted quickly and effectively to changes in my circumstances, ensured that my questions were quickly and comprehensively answered and made himself available whenever I wished to meet in person.

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

The need for long term financial planning and havinga flexible plan

How has Alex Hatfield helped you?

Alex has proven over time to given me good and timely advice

Have you seen the outcome you were hoping for?

In broad terms, YES

What could they have done better?

Very little. Nothing immediately comes to mind

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

Nearing retirement

How has Alex Hatfield helped you?

Clear unambiguous advice

Have you seen the outcome you were hoping for?

Yes

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

Retirement planning

How has Alex Hatfield helped you?

Yes, Alex is clearly very experienced and confident in his advice. We came away confident that we could meet our retirement needs. We wanted to know more about the potential for an ongoing service but have not received follow up.

Have you seen the outcome you were hoping for?

In general terms yes. I was hoping for more more specific advice from the exercise including excel output of the modelling since the advice will need to be used for budgeting. Perhaps I am different from other clients?

What could they have done better?

Alex produced a good report and spent the promised 90 minutes of quality time with us. His back up in preparing the report changed hand and was quite slow in the preparation for the meeting. A few points were raised the meeting, but as yet they have not been followed up. Is resourcing an issue within the TPO business?

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Alex was confident and competent, while being acutely aware of needs and uncertainties of the client.

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

I wanted advice on retirement planning and pension consolidation.

How has Alex Hatfield helped you?

Alex took the time to understand my needs. He explained alternative options available and gave clear advice which led to me making a decision on on what course of action to take with regard to my pensions.

Have you seen the outcome you were hoping for?

It is too early to say.

What could they have done better?

Nothing.

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

I wanted advice on the impact of the tax treatment of the Lifetime allowance

How has Alex Hatfield helped you?

Alex has provided good advice with regards to pensions investment

Have you seen the outcome you were hoping for?

Alex has suggested that once he has received the full details of the pension’s regime for 2024/25, he will we set up a follow up meeting to give me his advice on the proposed changes to LTA.

What could they have done better?

Be more proactive in following up agreed actions from our review meetings.

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

Retirement

How has Alex Hatfield helped you?

Expert knowledge shared in a simple way.

Have you seen the outcome you were hoping for?

Yes - excellent help and support.

What could they have done better?

Nothing

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

Growing older and wanting to ensure my wife and I would have a financially 'stress free' retirement along with inheritance planning for my children's benefit.

How has Alex Hatfield helped you?

Easy to talk to about options available, understood our needs and wants.

Have you seen the outcome you were hoping for?

Relatively early days (9 months or so since investing) but all looking good so far.

What could they have done better?

Nothing comes to mind.

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

Being fortunate to have money to invest and needing advice on pensions

How has Alex Hatfield helped you?

Given me confidence in our financial situation and how best to deal with our pension pots.

Have you seen the outcome you were hoping for?

Obviously would have liked to see more growth but recognise the difficult few years caused by Covid and wars.

What could they have done better?

Can’t think of anything.

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

DB Transfer to retire early 59

How has Alex Hatfield helped you?

Yes explaining the process and easy to talk too

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nil

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

After writing a will, I decided to set up a pension and needed advice on how to do it.

How has Alex Hatfield helped you?

Providing pension and savings advice, and really understood my needs.

Have you seen the outcome you were hoping for?

It's been only a short time but yes, I've received the service and advice I had hoped for.

What could they have done better?

I can't think of anything!

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

Financial advice for early retirement planning and pension consolidation.

How has Alex Hatfield helped you?

Alex has provided excellent expert advice around retirement planning and advising on stocks and investments.

Have you seen the outcome you were hoping for?

Yes, I have now consolidated several workplace pensions into a flexible SIP policy. I now have a financial retirement plan that I can review annually.

What could they have done better?

Nothing so far.

Please provide a brief comment about your experience with Alex

Alex was extremely helpful in explaining exactly where he can help and where he can't. He wasn't at all pushy in offering his services but very much allowed me to feel enabled to make a decision. His advice was spot-on and exactly what I was looking for. Hugely impressed.

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Very comfortable first discussion and straight forward.

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It has been a pleasure talking to Alex, he has comprehensive knowledge and experience as an IFA, he has been very helpful in guiding as through the process. I would have no hesitation in using his and his company's services, but we had a choice of 2 IFAs and have decided to use another company. It was a difficult choice fine;ly balanced, but we could only choose one.

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

Retired with final salary pension and wanted advice which I sought following pre retirement course from my employer. TPO took that company over

How has Alex Hatfield helped you?

It’s all about individuals and we have faith in his judgement and advice which we normally follow

Have you seen the outcome you were hoping for?

Yes. Decided to monetise pension and have professionally invested. Makes you nervous as it is your retirement income. Performance has been ok and we haven’t been worried despite financial turbulence.

What could they have done better?

We are all set up so it’s pretty steady state so the whole thing can feel a bit tick box. Performance of investments isn’t strong enough that all the fees become immaterial I guess the above distils to is there a model which delivers the same assurance and investment performance at a lower cost. Don’t want Ryanair but don’t need a Xmas hamper either

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

As I passed the age of 60 with the invention of retiring at 65. I felt I needed advice on what I should do with my pensions to achieve that sim

How has Alex Hatfield helped you?

Alex explained the various options available to me, how TPO manage the consolidated pension fund to cover pension up to retirement then into retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really all in all a good experience.

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I appreciated Alex's approach, unlike too many others he didn't go straight in to talking about money. Interested in taking it further.

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Wry competent and polite.

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I thought Alex professional and knowledgeable at our first meeting

Please provide a brief comment about your experience with Alex

Alex , was professional , friendly and clear about the approach he planned to take and about his longer term plans

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

Pension Transfer

How has Alex Hatfield helped you?

Consolidation of pensions

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Alex

Excellent very thorough and professional I’m looking forward to working with Alex

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

My desire to explore transferring final salary pensions to a money purchase.

How has Alex Hatfield helped you?

As above

Have you seen the outcome you were hoping for?

Not really in the short term but Alex clearly explained the risks and opportunities at the outset. Global stocks and bonds have declined in value but I expect them to bounce back. I think it is too soon to judge if I made the right decision. Alex has provided other useful advice which has been of real value.

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Alex explained what TPO could provide and how they work. It wasn't quite what I expected of the first meeting from the information provided on Savings champion, but that clearly comes at the second stage of the process.

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

Professional financial advise

How has Alex Hatfield helped you?

Alex has helped by explaining the reasons for lower performance. I'm hoping this will reverse substancially!

Have you seen the outcome you were hoping for?

Markets seem to have dictated a poorer return than expected.

What could they have done better?

It really comes down to investment. Would I have been better off in the bank with no fees?

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

Received inheritance following death of parent.

How has Alex Hatfield helped you?

Provided excellent and sound advice and guidance.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. I am very happy with the advice and help I have received.

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Professional and honest advice

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Our first meeting was informative and professional and gave us confidence that we will be able to work well together.

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Seems confident and fair minded. Doesn’t come across as trying to do anything other than help me decide what to do with my money. At this point I feel confident that the decisions we make going forward are likely to be the right ones.

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

Having relocated to the UK with some personal wealth that had been invested under professional advice, I was looking to reinvest the family wealth in the UK. The Private Office (TPO) was suggested to me by an executive from Savings Champion, a related company to TPO.

How has Alex Hatfield helped you?

Alex took the time to visit us in person, with a colleague and, in a detailed conversation understood our: financial situation, investment aims and risk appetite. He proposed an investment strategy we were happy with and made the process of investing as smooth and easy as possible. Despite market volatility over the subsequent years, the investments have more than satisfied our expectations, even when fees are taken into account.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Very little. Changes in administrative personnel could have been flagged slightly earlier, when effected (before I received an email from a replacement).

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Listened to circumstances and clearly explained next steps.

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Explained fully how TPO may be able to help with my query

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Transparent, honest, fact-based introduction

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Highly professional first conversation and highly informative.

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A comprehensive introduction to The Private Office

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I've only had my first initial meeting with Alex but he came across as courteous and well informed.

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Very helpful and open and honest about my DB scheme. I had already made a decision and Alex certainly helped me to confirm it was the correct path .thank you

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

Our previous adviser retired

How has Alex Hatfield helped you?

Investing in to products and simplifying our investments.

Have you seen the outcome you were hoping for?

No. But due to consecutive world problems our investments gave not performed as well as we hoped.

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

Nearing retirement, we needed to create comprehensive financial plans to ensure we were financially secure

How has Alex Hatfield helped you?

Confident advice and complete honesty and transparency in all his dealings with us.

Have you seen the outcome you were hoping for?

Completely. Alex and TPO have allowed us to feel safe and secure in our retirement planning

What could they have done better?

Nothing

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I haven’t spoken with Alex as yet but contact with his colleagues has been helpful and efficient

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

Moved to a private pension.

How has Alex Hatfield helped you?

He gives good advice and really takes time to understand our requirements and future ambitions for our retirement.

Have you seen the outcome you were hoping for?

Been semi retired for 4 years and very happy with the advice and services I have received from Alex.

What could they have done better?

I have been very happy in my dealings with Alex and his colleagues at The Private Office.

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We had a great first intro chat with Alex - he was professional but also friendly and easy to engage with. We are very happy with the next steps Alex recommended we take.

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Friendly, helpful, concise and supportive. An excellent frost meeting and impression.

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Our initial meeting with Alex was far more personalised and considered than others we had met with. Alex asked more questions about our thinking and made thoughtful points, rather than just talking through his company’s processes. Very impressed

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Professional and Knowledgeable about my specific needs.

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Pleasant, factual and informative. Awaiting Lifetime Allowance information/website, and references for consideration. Thanks. Dave K.

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Very professional, engaging, friendly and understanding of my situation.

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

To sort out my pensions

How has Alex Hatfield helped you?

Explained options discussed my beds and recommended most suitable approach

Have you seen the outcome you were hoping for?

Understand the best options

What could they have done better?

All good thanks

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

Receipt of family inheritance.

How has Alex Hatfield helped you?

Excellent advice, support, guidance & regular reviews.

Have you seen the outcome you were hoping for?

Yes.

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Alex gave me clear and straightforward advice on my PCLS options and the possibilities for future investments.

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Clear and what expected on our first telephone conversation.

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This was an initial free discussion session only but Alex was very helpful.

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Very useful initial consultation, no pressure to do anything.

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He was approachable and knowledgeable

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

Managing pension options and wealth

How has Alex Hatfield helped you?

Friendly, personal advice and very responsive.

Have you seen the outcome you were hoping for?

Holding water in what has been a very tough time for markets

What could they have done better?

Nothing I can think of.

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

Recognising the need, this is going back many years, that I needed third party advice and challenge to manage my long term financial plans and investments (savings and pensions).

How has Alex Hatfield helped you?

Helped me to understand my financial position and given me the tools to both plan my retirement and now retire with a reasonable degree of confidence

Have you seen the outcome you were hoping for?

Broadly speaking Yes. I've never regretted appointing Alex and his predecessor as my IFA and have enjoyed working with them.

What could they have done better?

Not a lot. If I was being picky I would say Alex's team could co-ordinate/communicate amongst themselves and back to me slightly better.

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

We had already monetized defined benefit scheme and TPO took over the company advising us. Our advisor left and we inherited Alex

How has Alex Hatfield helped you?

Trust, chemistry, relationship. The advice is sound but the financial advisor is front of house for the process which selects the fund managers and ultimately that drives the investment performance

Have you seen the outcome you were hoping for?

The key is trust if you are not expert and the chemistry with Alex is very good. In that sense, yes. The reason my reviews are not stronger is that my sense is that Alex is overloaded and TPO aren’t always responsive.

What could they have done better?

At times the TPO processes feel cumbersome and stuff takes a long time. Objectively I understand that regulated advice has to go through compliance hoops but it’s not Amazon. I don’t think this is Alex so some of my reflections are TPO and not Alex

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Alex is clearly very knowledgeable and outlined the process and stages involved. His emphasise is on a mutually beneficial working relationship - definitely no hard sell which is refreshing

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

Investments

How has Alex Hatfield helped you?

With advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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Good knowledge of pension subject matter.

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Comes across as professional and knowledgeable and also that he realises what is important to people.

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Good initial meeting.

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No pressure chat about aspirations and needs for the future informing me of what can be done not only to meet my financial needs but also to plan for the future

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Extremely helpful advice received from Alex, in a very friendly, understandable way. Exactly what is wanted from an IFA.

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Explained the purpose of his call and his company's offering fully, patiently and transparently. I found his professional demeanour and honesty refreshing.

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Excellent interpersonal skills. Clearly explained how The Private Office, his backgound and experience and the procedures ahead of working together. I was certainly feeled with confidence regarding dealing with my future retirement options.

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Alex was very approachable and easy to speak to. He took time to listen to my requirements and current financial status and to clearly explain about himself, experience and backgound and how The Private Office operate. We briefly touched on possible pension options up to and during my retirement. I felt confident that Alex could help advise my pension planning and we have setup a face to face meeting to take matters further.

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We found Alex easy to talk to and he quickly understood our needs (investment and retirement advice and planning). He clearly has a great depth of knowledge in these areas and TPO's approach fits very nicely with how we want to manage our investments. Very happy to recommend Alex and TPO.

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Alex was professional, knowledgeable and courteous, and prompt in sending promised documents, however I would have welcomed an explanation of the purpose of the meeting at the start of our conversation. The rest of the answers to this survey must be read in the context that this was only an introductory meeting and we have not yet had the discovery meeting etc.

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

My husband died and I needed advice. Alex was brilliant at getting matters sorted for me.

How has Alex Hatfield helped you?

Advised my son and myself re investing money.

Have you seen the outcome you were hoping for?

Yes

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Very clear and instructive

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I've been in a quandary for some time about finding a wealth advisor I was comfortable with. Having researched TPO's structure and style, I opted to speak with Alex based on his proximity to my home and his brief profile on the web. At our first conversation I was immediately reassured with his transparency and integrity, the clarity of charging arrangements, the absence of lock-ins to financial products, the ownership structure of TPO and the environmental values espoused. I am heading into an initial client interview tomorrow with confidence. So, first impression are first class.

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Helpful and reassuring. I felt confident in his abilities

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Brief but clear conversation to help prepare for a follow-up conversation and help make useful decision for the future.

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We had a very useful telephone discussion about our situation and Alex explained in very simple but explicit ways how he personally and his company would approach any future working together. In the 30 minute time slot we covered most areas necessary and agreed a future date to meet and take an in depth appraisal of our planning aims. Both my wife and I felt very satisfied with the attention we had received and look forward to our meeting together.

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First 30 min phone contact was concise and informative introduction to TPO and to Alex's background indicating high levels of professionalism and competence

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Great communication making an initial free 1/2 discussion within 48 hours of first contact.

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Great communication. Understood my situation and explained in a terms I understood. Booked online with arranged a call back within 48 hours.

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Good first impression. Liked what I saw. Will follow up with discovery meeting. Currently benchmarking TPO against another provider

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A very good introductory session, clear and helpful and I then booked a discovery session to explore further

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.

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Sensible conversation with clear information. It will be the next stage that will really matter.

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very knowledgeable and very helpful

Please provide a brief comment about your experience with Alex

Alex was very clear and helpful.

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

We sought financial advice following changes to a company pension scheme which brought about the need to reassess our future requirements, and encouraged us to examine other options including a transfer.

How has Alex Hatfield helped you?

Alex talked us through a variety of scenarios, having been given the details of our requirements. He was thorough and the information he provided was complete. I felt included and involved and have always felt confident with his approach and advice.

Have you seen the outcome you were hoping for?

Yes, absolutely. I have no regrets that we approached Alex and the TPO team, and have since recommended them to another family member.

What could they have done better?

Nothing that I can think of.

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

My company defined benefit pension scheme was closing to further contributions, and I was offered an enhanced transfer value. I was looking for professional guidance on the benefits, risks and other implications of transferring out of the scheme.

How has Alex Hatfield helped you?

Alex completed a detail financial analysis and long term forecast of several possible options, explored my attitude to risk, retirement expectations and time frame. He also gave very good answers and explanations to the many questions that I raised. At the conclusion, I felt that I was able to make a very well informed decision on transferring into a SIPP, which was set up by Alex and The Private Office.

Have you seen the outcome you were hoping for?

Yes - Alex managed the transfer very smoothly, my SIPP was set up as planned, and has been operating without hitch for nearly a year now. I feel that I had good advice, and have no doubt that Alex helped me reach the right decision. We have had two reviews with Alex in this period, and the ongoing support and responses to follow-up questions has been excellent.

What could they have done better?

Nothing comes to mind. Alex and TPO continue to provide excellent advice and service on our financial affairs.

Please provide a brief comment about your experience with Alex

A good, succinct and informative first call that helped my wife and I better understand the potential benefit of engaging an IFA and how in particular the TPO operate

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

This was my second attempt at finding a reliable, capable financial adviser, since we needed to consolidate and know our position - second marriage in our 50's and needing to understand our position. We wanted to know when we could retire, what we would need to do to get there as soon as we wanted to, and what adjustments we would need to make to achieve our retirement goals.

How has Alex Hatfield helped you?

Alex and his team explained what they could offer, walked us through how they could apply their services to our circumstances, through virtual meeting and questionnaires found out all about us, our needs, our wants, what we knew about ourselves, and our feelings around risk. They then reviewed our then current position and demonstrated thoroughly how we could be managing our pensions to best reach the position we'd like to be in. It was a totally eye opening and liberating experience. I am, for the first time in my life, excited about pensions, finances, and I feel I understand this 'mystery' that is pensions. I wish I'd met them years ago!

Have you seen the outcome you were hoping for?

So far yes, we have clarity, they are proactive, responsive, knowledgable and I feel safe. I didn't realise how satisfying and comforting having confidence in a financial adviser could be. They are so approachable that I also feel I could ask anything.

What could they have done better?

I cannot think of a single thing. Perhaps found us earlier?!? No, nothing springs to mind.

Please provide a brief comment about your experience with Alex

Very clear

Please provide a brief comment about your experience with Alex

Very helpful, clearly fully understands his topic and explains ins straightforward terms

Please provide a brief comment about your experience with Alex

It was interesting to hear how Alex with others have developed the company to be a large independent financial advisory company covering all aspect wealth management. For the advice I am after I am pleased that Alex has chartered status and together with how the fees are clearly given and they and they are not paid on commission for going to certain products I feel that I will get honest independent advice at a reasonable price.

Please provide a brief comment about your experience with Alex

Alex called punctually & took time to explain how TPO works. His explanation was informative & clear, with a defined path to next steps. He followed up as promised & I look forward to our first Zoom meeting next week. Whether I proceed will be dependent on the costs involved

Please provide a brief comment about your experience with Alex

At the moment, I'm still wondering if I'll benefit from the offset between your charges and what I would otherwise achieve at this stage of my life. If I had done this (even 10 years ago) it would be different. Since I will be paying out a substantial amount within (hopefully) the coming year for works to be carried out on my house, I have to consider this very carefully

Please provide a brief comment about your experience with Alex

Professional engagement.

Please provide a brief comment about your experience with Alex

Alex was helpful and explained where I stand with early retirement clearly. There is nothing to progress do was charge free. Thank you

Please provide a brief comment about your experience with Alex

Clear and comprehensive initial call which gave me the information that I needed to decide whether to continue to a second longer discovery meeting. I can't make a recommendation one way or another after just one meeting.

Please provide a brief comment about your experience with Alex

I have an appointment at 10am with Alex on Tuesday the 3rd November , after this e mail I received on October 31st im not sure what to expect i have not spoken with anyone. I have only completed the survey (random scores ) so I could send a reminder about the later appointment.

Please provide a brief comment about your experience with Alex

I found Alex articulate, respectful and clear. Alex introduced himself and the company he represents. He immediately understood my situation and was able to help put everything into perspective. Alex is credible, knowledgeable and friendly.

Please provide a brief comment about your experience with Alex

Understanding the need and helpful

Please provide a brief comment about your experience with Alex

Alex is very personable and explained in detail the service he and TPO offer.

Please provide a brief comment about your experience with Alex

Extremely open, honest and helpful even though what I was asking about resulted in him basically saying 'no'. In other words he was very helpful despite there being nothing in it for him or his organisation

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

Transfer of company pension to SIPP

How has Alex Hatfield helped you?

Provided independent advise on what i needed to do and whether doing this was in my best interest given the goals i had for the transfer.

Have you seen the outcome you were hoping for?

Early days but yes I would say so.

What could they have done better?

Nothing

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

I was looking for independent advice about a potential transfer from a defined benefit pension scheme to a flexible drawdown pension. I was also looking for an IFA to provide ongoing financial planning advice.

How has Alex Hatfield helped you?

Alex clearly explained the way TPO operate. He ensured that he fully understood my particular financial circumstances. I felt that he provided genuinely independent advice in the complex area of defined benefit pension transfers. He provided very comprehensive written reports to support his recommendations.

Have you seen the outcome you were hoping for?

Yes, I trust the advice that Alex has provided and I am now in the process of working with him to implement his recommendations.

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

I needed to consolidate my pensions

How has Alex Hatfield helped you?

Helped me to see very clearly what I had and helped make a plan for what I need to do in the years to come.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I have everything I need