Alex's reviews
Reviewed for
Pensions ( 13 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 8 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 4 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 5 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 3 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
Review
by a verified client in Shropshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing to ensure we were financially comfortable in our retirement
How has Alex Kirkpatrick helped you?
Provided us with non nonsenses information and sound advice
Have you seen the outcome you were hoping for?
We have seen the growth in our pensions funds
What could they have done better?
nothing noted
Alex:
Thank you for your lovely feedback! It’s been a pleasure helping you plan for your retirement. I look forward to speaking with you again soon.Review
by a verified client in East Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
needed advice on retirement income. was with bespoke already
How has Alex Kirkpatrick helped you?
with sage advice
Have you seen the outcome you were hoping for?
yes
Alex:
Thank you for your excellent 5-star review. I greatly value your feedback and am delighted to know that my service met your expectations.Review
by a verified client in Nottinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was already a customer of the company and had been for a number of years but had not had much contact in recent times, when Alex contracted me to carry out a review. I was very happy to do. We did this via online face to face meetings which was also very useful.
How has Alex Kirkpatrick helped you?
Alex went through my portfolio , listened to my thinking and quickly provided information, explanations and advice. I was able to make some decisions with confidence and am better able to understand the options for transferring funds for improved returns.
Have you seen the outcome you were hoping for?
Yes, I have been able to release some funds for my daughter’s wedding and reviewed my risk approach to reduce some of the charges.
What could they have done better?
Nothing, the communication was easy, his responses prompt and clear, and he has a competent but approachable manner.
Alex:
Thanks for sharing your thoughts! I’m glad you had a positive experience and will work on your feedback to achieve a perfect score next time.Review
by a verified client in Herefordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Cash sums available from salary for investment.
How has Alex Kirkpatrick helped you?
Alex brings clarity and projections for our present and future finances.
Have you seen the outcome you were hoping for?
Yes overall happy with risk verses growth.
Alex:
Thank you so much for your fantastic review! I’m thrilled to hear that you're satisfied with my work. Your satisfaction is my top priority, and I look forward to continue working with you.Review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning long term
How has Alex Kirkpatrick helped you?
Always happy to listen and give good advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Probably invested more
Alex:
I really appreciate your kind words and 5-star rating! It's wonderful to know that our efforts meet your expectations. If there's anything else I can do for you, please don't hesitate to reach out.