Alex Hatfield

The Private Office

Alex's reviews

Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 1 )

Pensions ( 59 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 41 )

Investments and Savings ( 65 )

Pension Transfers - Non Specialist ( 13 )

Inheritance Planning ( 25 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 16 )

Financial Planning ( 19 )

Financial Mentoring ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 45 )

£200k - £500k ( 5 )

£100k - £200k ( 2 )

£50k - 100k ( 1 )

Up to £50k ( 1 )

( 6 )

Review

by a verified client in Oxfordshire

24 days ago

Overall

Advice

Service

Value

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

Coming up for retirement, we wanted advice on what best to do with our pension pot.

How has Alex Hatfield helped you?

Alex has explained well the options and has guided us in making decisions to take care of day to day income needs, and to best invest the remaining capital.

Have you seen the outcome you were hoping for?

Yes, very happy with the results.

What could they have done better?

I think it all went well.

First impression

by a VouchedFor user

a month 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

a month 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

2 months 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

3 months 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.