Alex Thomas

Please provide a brief comment about your experience with Alex

Alex was very helpful. He was happy to duscuss my options in a clear and concise manner.

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

Wanting to understand about options for retirement / savings

How has Alex Thomas helped you?

Alex explained my best options clearly and in non financial terms, which were easy to understand!

Have you seen the outcome you were hoping for?

action is with me to act on Alex' feedback, so too early to say

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

How has Alex Thomas helped you since your last review?

He has continued to advise on our pensions and savings giving excellent support

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

The receipt of inheritance monies - I wanted to take advice on how to invest taking into account my circumstances.

How has Alex Thomas helped you?

He has listened to my thoughts, taken note of my situation and given advice in easy understandable language. He’s very easy to talk with.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I can’t think of anything to be honest

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

Alex assisted with a review of our pension and investments.

How has Alex Thomas helped you?

Alex took time to understand our situation and to personalise the advice.

Have you seen the outcome you were hoping for?

Yes, brilliant advice.

What could they have done better?

Nothing - very happy.