Alexander Fry

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

Setting up a private pension

How has Alexander Fry helped you?

Setting up a private pension

Have you seen the outcome you were hoping for?

10% annual return on private pension so far - so, absolutely!

This review is a follow-up review from a client who left a review previously.

How has Alexander Fry helped you since your last review?

Always there

Please provide a brief comment about your experience with Alexander

I didn't get any follow up from Alexander

This review is a follow-up review from a client who left a review previously.

How has Alexander Fry helped you since your last review?

I get primpt response when asking and an annual review. Always worth knowing that your financial adviser is there when needed.

This review is a follow-up review from a client who left a review previously.

How has Alexander Fry helped you since your last review?

Guidance and direction in amalgamating our pensions and saving to receive better investment.

This review is a follow-up review from a client who left a review previously.

How has Alexander Fry helped you since your last review?

I have not had the need to speak with Alexander since my last review

This review is a follow-up review from a client who left a review previously.

How has Alexander Fry helped you since your last review?

Regular contact and updates keeping us informed.

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

A need to rationalise finances

How has Alexander Fry helped you?

Working with us to rationalise investments etc

Have you seen the outcome you were hoping for?

Just starting the process

What could they have done better?

Nothing at this stage

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

After having worked for several employers offering to top up pension contributions, I needed to consolidate all accounts into a single SIPP, but was unsure how to go about doing it. I also needed impartial advice on savings, investing, and planning for the future.

How has Alexander Fry helped you?

As well as arranging for a transfer of all previous pension schemes, I am satisfied with the long term investment goals Alex and I have worked on.

Have you seen the outcome you were hoping for?

Yes, despite the recent economic turbulence, things are developing well.

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

I was looking to consolidate my 5 existing pensions into 1 easy portfolio as I approach retirement.

How has Alexander Fry helped you?

He explained my options clearly and explained the risk attitude that I wanted for my pensions.

Have you seen the outcome you were hoping for?

It is still early for my investment but the initial outcome is good.

What could they have done better?

I believe they have worked as quickly as the existing policy holders would allow so I do not believe they could have been anymore efficient.

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

I was looking to optimise the performance of my personal pension, my current plan had under preformed in recent years against the rest of the market.

How has Alexander Fry helped you?

Alex Fry at Goddard Fry helped me with my retirement planning by advising and transferring my pension investments for optimum growth. I am at heart a cautious investor and always want to examine and discuss any changes I make in detail. I found Alex to always be willing to make time to discuss things with me and answer any questions I might have with patience & professionalism. I would be happy to recommend his services to anyone looking for finance advice.

Have you seen the outcome you were hoping for?

It is early days but I have already seen positive growth as a result of the changes.

What could they have done better?

Everything was done to my satisfaction.

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

I was given a lump sum which I wanted to invest to get an active market return on.

How has Alexander Fry helped you?

Alex demonstrates a deep understanding of the financial landscape and has invested my money wisely, delivering impressive returns. A detailed, personal and friendly service.

Have you seen the outcome you were hoping for?

Absolutely - Alex has wisely invested my money for the longest term.

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

Approaching retirement, looking to see what my options were.

How has Alexander Fry helped you?

Alex was great to deal with. He helped me navigate my way in setting up a pension drawdown in spite of a very uncooperative pension company. He was always available to answer any questions and I would not hesitate in recommending him to others.

Have you seen the outcome you were hoping for?

Yes, 100%

What could they have done better?

No, excellent service from start to finish.

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

Wanted to consolidate several small work pensions.

How has Alexander Fry helped you?

Alex has been my Financial Adviser for the past 4 years. He keeps me fully updated on my portfolio enabling me to be financially secure in my retirement.

Have you seen the outcome you were hoping for?

Yes

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

Retirement and many small pensions

How has Alexander Fry helped you?

Alex has looked after my finances for many years now always up front on things that could effect my account only to Happy to give this review he's hard working and honest

Have you seen the outcome you were hoping for?

Yes I could not have done it myself

What could they have done better?

Nothing

Please provide a brief comment about your experience with Alexander

I found Alex to be friendly and very informative. He quickly understood my ambitions for my finances and laid out the plan for me.

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

Alex was introduced to us by our accountant. We already have a strong and trusted relationship and so felt a natural step as our need for financial planning began to grow rapidly. We are fairly busy and didn't really have time to closely manage our affairs, and happier trusting a qualified professional.

How has Alexander Fry helped you?

Personal attention and visit ensured Alex provided the time for us to understand the message he was conveying. We were cautious early in our consultation but that was more around our difficulty understanding the process that we were beginning to embark on.

Have you seen the outcome you were hoping for?

Although early days, we can already begin to see the changes that have been made will bear fruit. We hope to develop the relationship and feel its lilly we will need to consider other areas of our financial lives.

What could they have done better?

Financial planning can be a complex area which is very personal to your own needs. Its important to understand your own direction and requirements, but actually the service assists you in this area.

This review is a follow-up review from a client who left a review previously.

How has Alexander Fry helped you since your last review?

We have discussed adjustments to my investment and pension plans, and worked on goals for the short and the long term. I'm happy with the service, and am confident that I can reach out to Alex and his associates at any point if I have any questions.

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

I was given a lump sum cash gift and wanted to invest it sensibly to ensure reasonable capital growth with minimised chances of loss.

How has Alexander Fry helped you?

Alex has been patient and very informative in helping me to decide how to invest my money. He helped me to choose a investment risk level which was suitable for my goals and has guided me through all the paperwork taking the time to explain technical details.

Have you seen the outcome you were hoping for?

Alex has been brilliant every step of the way in helping me achieve my financial goals.

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

I was coming up to retirement and wanted to review my options

How has Alexander Fry helped you?

He transferred my private pension to a better provider with fewer charges and advised on my options with regard to my company pension and how to invest my lump sum on retirement

Have you seen the outcome you were hoping for?

I have enough to live reasonably comfortably - so, yes.

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

Considered taking early retirement if pension was able to facilitate.

How has Alexander Fry helped you?

Alex has always been very professional and efficient in dealing with any ongoing pension enquiries.

Have you seen the outcome you were hoping for?

Yes and this enabled me to take early retirement.

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

Retirement

How has Alexander Fry helped you?

Yes from start to finish

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

My mortgage term was due to expire so I approached Alex to discuss the best way forward for the future.

How has Alexander Fry helped you?

He gave me advice and on my decision to go for Equity Release he arranged this for me.

Have you seen the outcome you were hoping for?

Yes I did, I was kept constantly updated and Alex was on the ball if anything needed chasing.

This review is a follow-up review from a client who left a review previously.

How has Alexander Fry helped you since your last review?

Arranged for money to be transferred from ISA to pension and for money to be withdrawn to fund a project.

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

I needed to look at options for reducing corporation tax

How has Alexander Fry helped you?

By setting up a personal pension

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Alexander

Arranged a call to discuss my requirements but didn't hear from him again.

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

Retirement planning and remortgage

How has Alexander Fry helped you?

Remortgage and pension transfer

Have you seen the outcome you were hoping for?

Yes

This review is a follow-up review from a client who left a review previously.

How has Alexander Fry helped you since your last review?

great service

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

Firstly, buying a property with my partner, and then after securing a mortgage, requiring advice on future investment plans.

How has Alexander Fry helped you?

Alex pointed us in the direction of mortgage options, and helped us secure a decision in principle. The whole buying process was pretty fraught (we ended up exchanging and completing on the same day), but we knew that we could rely on Alex for advice and support every step of the way.

Have you seen the outcome you were hoping for?

Yes, we've seen real growth in our investments, and have been impressed with the results and the quality of advice.

What could they have done better?

Predict the next set of lottery numbers!

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

I needed Pension advice

How has Alexander Fry helped you?

Alex found me the most effect pension plan for my long term retirement goals

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I was completely satisfied with the service provided. Couldn’t fault it.

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

Looking at consolidating several pensions.

How has Alexander Fry helped you?

Can highly recommend Alex Fry. He has been instrumental in simplifying my retirement plans and allowed me to retire earlier than I had expected.

Have you seen the outcome you were hoping for?

Yes I retired 2 years earlier than expected.

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

Retiring

How has Alexander Fry helped you?

He explained everything and dealt with all the questions I had

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing Alex was very professional in the way he dealt with things

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

Pensions

How has Alexander Fry helped you?

Alex explained everything and dealt with all paperwork

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing Alex was very professional in his work

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

Becoming a company director meant I was looking for a way to invest into a pension for both myself and my employees

How has Alexander Fry helped you?

He set up our company pensions, and also a private pension for me.

Have you seen the outcome you were hoping for?

Yes and we were most pleased

This review is a follow-up review from a client who left a review previously.

How has Alexander Fry helped you since your last review?

He completed the transfer of my private pension to a new provider including a portion that had been held back because the fund had been suspended. This took some time and persistence. As a result of Alex’s advice, I realised I could afford to retire earlier than expected which was a real bonus. Alex organised an adequate income from pensions and investments to tide me through to state pension age. The new private pension has performed well.

This review is a follow-up review from a client who left a review previously.

How has Alexander Fry helped you since your last review?

Alex presents clear and informative options each time we speak. His experience shines through and it's ultimately very valuable to someone like myself who needs to trust someone with their financials. As a business owner, who is investing in the future for myself, my family and staff, I've always had full confidence with Alex along the way.

Please provide a brief comment about your experience with Alexander

Alexander was great - didn’t try to sell me his financial services when it wouldn’t be of financial benefit to myself instead recommended places to sought out the right kind of help for myself.

This review is a follow-up review from a client who left a review previously.

How has Alexander Fry helped you since your last review?

The problem I had with a SIPP has now been fully resolved with a lot of work from Alex which I have appreciated very much. Now have my money working for me in a decent pension plan.

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

Life Insurance for Mortgage Protection

How has Alexander Fry helped you?

Provided excellent impartial advice for my Life Insurance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

In my case, I do not believe there was anything that he could have done better, He understood the requirement and provided excellent guidance and advice.

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

needed financial advice

How has Alexander Fry helped you?

gave excellent advice is an easy to understand way

Have you seen the outcome you were hoping for?

yes

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

A family inheritance

How has Alexander Fry helped you?

Explaining the various ways to invest for the safest, and most profitable, outcome for me

Have you seen the outcome you were hoping for?

Early days still (only a year), but perfectly happy so far

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

consolidate several pensions

How has Alexander Fry helped you?

He contacted all relevant pension providers and moved to one provider

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Please provide a brief comment about your experience with Alexander

Alex is very easy to talk to, he explained everything in detail and was happy to answer any questions very quickly. I would strongly recommend him as I found his advice excellent.

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

I was heading towards retirement and wanted my situation reviewed.

How has Alexander Fry helped you?

Alex reviewed my policies, suggested a plan of action and then carried that out once I was happy with everything.

Have you seen the outcome you were hoping for?

Yes. I am now enjoying retirement in the knowledge that Alex is keeping an eye on matters for me and carrying out an annual review to ensure all is in order.

What could they have done better?

Financial matters are confusing and documents could always be clearer.

Please provide a brief comment about your experience with Alexander

Initial telephone advise given which was very helpful and I will be back in touch if I decide to progress with our discussion.

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

Not having had a professional review of my finances for a number of years and heading for retirement within the nest year

How has Alexander Fry helped you?

He advised to move my private pension to save on charges and get a better return. He also advised on the best place to invest a pension commencement lump sum.

Have you seen the outcome you were hoping for?

Too soon to say but the projection is good

What could they have done better?

Time will tell!

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

Having a growing business and a poor pension plan made me consider looking for a financial advisor to help me invest in my future.

How has Alexander Fry helped you?

Mr Fry gave me a range of options and helped me confidently make the right decision for my future pension, and we are now reviewing insurances and protections.

Have you seen the outcome you were hoping for?

Mr Fry has succeeded expectations by going the extra mile by assisting transferring of an existing pension, helping me consolidate.

What could they have done better?

I don't feel there is anything that needs to be improved

Please provide a brief comment about your experience with Alexander

So far information give is very useful.

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

I had a problem with a SIPP I am in and needed to sort it out as a lot of money was being lost.

How has Alexander Fry helped you?

In the process of removing my monies from the SIPP and putting it into a decent pension plan

Have you seen the outcome you were hoping for?

Still in progress

Please provide a brief comment about your experience with Alexander

Alex contacted me within 24 hours and we have just had our initial meeting. He appears to be competent and quickly understood my situation. He has not yet provided any advice so I can’t comment on how good that may be but I have confidence that he will be able to assist me in planning for my retirement.

This review is a follow-up review from a client who left a review previously.

How has Alexander Fry helped you since your last review?

Alexander has given comprehensive advice on life insurance options available to us.

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

I wanted an expert in their field to assist me in a number of aspects, making sure I get the financial decisions right from the outset

How has Alexander Fry helped you?

Alex has been great @ taking our needs into consideration, & then promptly coming back to us with his views & recommendations. We trust Alex & NJ Rowe to help us, which they have been providing to me for over 15 years

Have you seen the outcome you were hoping for?

Yes, consistently, Alex & the rest of the NJ Rowe team are always available & on hand to assist us

What could they have done better?

The only thing I would suggest is maybe a phone call to summarise/catch-up day every 6 months (but that’s only as i’m better at returning a call if I miss it rather than sitting on an email for days!)

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

Impending retirement. Our objectives were to simplify matters by amalgamating numerous pensions from several employers into one pot, to protect the value of our contributions over a lifetime's work so that this would not be lost upon our demise and to pass this to our children.

How has Alexander Fry helped you?

Alex put in an enormous amount of work sorting out a very complex situation which took over a year to complete during which all our objectives were achieved.

Have you seen the outcome you were hoping for?

It has been an extremely turbulent time in financial markets since we first engaged so I would say that more time is required to provide a definitive answer. However I think it would be fair to say that things could have been a lot worse and Alex's advice has been very sound.

What could they have done better?

How do you improve on excellence?

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

I had a number of pensions from previous jobs. I wanted to tidy things up and figure out what I might have to live on when I retire.

How has Alexander Fry helped you?

He reviewed my situation and existing pensions making a recommendation that made things much more straight forward. I now know what I have, where it is and that I will be comfortable when I stop working.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

Nothing. All done satisfactorily.

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

Initially I needed to change my mortgage from a joint mortgage to a single, following my positive experience I requested further advice and assistance with life insurance and more mortgage assistance when I changed properties.

How has Alexander Fry helped you?

Alex listened to my requirements and identified products that were tailored to my needs. I found Alex very informative and communicative throughout all the services and products he has assisted me with making the entire process seem effortless.

Have you seen the outcome you were hoping for?

I have been more than happy with the outcomes and have appointed Alex on more than one occasion. I have recommended Alex to others and will continue to do so, based on my experiences.

What could they have done better?

N/A

Please provide a brief comment about your experience with Alexander

Responded to my enquiry very quickly and came to visit me the following day. Very friendly and full oif advice.

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

I was widowed and needed to plan for my retirement

How has Alexander Fry helped you?

He advised the best way to try and secure a post retirement income when needed

Have you seen the outcome you were hoping for?

Seems to be growing well and I am being advised how to optimise my funds

What could they have done better?

I need to have short updates more often

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

I had a pension from a previous employer from whom I was made redundant, 1 with my current employer and needed advice with regard to the new Government auto enrolment scheme introduced in 2012

How has Alexander Fry helped you?

He obtained figures for me of my previous employers pension and found out that this wouldn't be passed onto my children in the event of my death, only half to my husband and then ceases on his death. The new pension arrangement passes any balance to my husband and then my children.

Have you seen the outcome you were hoping for?

More than satisfied - the new pension fund has worked extremely well

What could they have done better?

Nothing really. He is extremely thorough and excellent at explaining things

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

Financial restructuring prior to future retirement

How has Alexander Fry helped you?

He contacted mortgage providers which were suitable for us and we have gone ahead with all of his recommendations.

Have you seen the outcome you were hoping for?

Yes we have.

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

We needed some investment advice regarding buying second property.

How has Alexander Fry helped you?

Alex looked at our financial standing and interviewed us what we wish to achieve.

Have you seen the outcome you were hoping for?

Yes. We bought a second property.Consolidated our pensions, and invested some money.

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

Wanted advice regarding retirement planning as I hope to retire at 60.

How has Alexander Fry helped you?

Following an initial consultation, Alex was able to analyse and summarise my pensions, and recommend a suitable solution which should allow me to achieve retirement at 60.

Have you seen the outcome you were hoping for?

My retirement planning is on track for me to hopefully retire at 60.

What could they have done better?

I was very happy with the advice I received.

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

My partner and I were looking to buy our first property together and were unfamiliar with the whole process, how long we could expect everything to take and what we'd need to have ready.

How has Alexander Fry helped you?

Alexander explained all of the mortgage options available to us from adjustable to fixed-rate, and once we'd agreed on terms, getting a decision in principle was very quick to arrange.

Have you seen the outcome you were hoping for?

Yes - we're happy with all the advice we've received throughout the buying process and since.

What could they have done better?

Apart from predict one or two things which happened on the day of the move, nothing.