Alex Hatfield

The Private Office

Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 1 )

Pensions ( 58 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 40 )

Investments and Savings ( 64 )

Pension Transfers - Non Specialist ( 12 )

Inheritance Planning ( 25 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 16 )

Financial Planning ( 18 )

Financial Mentoring ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 44 )

£200k - £500k ( 5 )

£100k - £200k ( 2 )

£50k - 100k ( 1 )

Up to £50k ( 1 )

( 6 )

First impression

by a VouchedFor user

3 days ago

Overall

Please provide a brief comment about your experience with Alex

i received a phone call and was told Alex would get back to me and have heard nothing. very poor

Alex:

Hello Harold, Thank you for your feedback. Following our original telephone conversation I reached out to a colleague at our Leeds Office to make contact as your preference was a local adviser. I believe we covered a lot of ground in our call and I am sorry that you haven't received that follow up which I will investigate. Best wishes. Alex

First impression

by a VouchedFor user

9 days ago

Overall

Please provide a brief comment about your experience with Alex

Very reassuring. I think he will be a great help.

First impression

by a VouchedFor user

21 days ago

Overall

Please provide a brief comment about your experience with Alex

Informative and educational meeting. It was clear Alex has a good understanding of financial planning. Listened to want my challenges and concerns were.

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Alex

Great conversation with Alex - very well informed, super helpful and supportive. Good and straightforward advice. Many thanks, Alex.

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Alex

Useful and informative first meeting with Alex