Reviewed for
Pensions ( 10 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 3 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 2 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
Review
by a verified client in Buckinghamshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I required some advice on how best to plan my pension for retirement
How has Alex Kirkpatrick helped you?
Always extremely helpful, and providing sound advice.
Have you seen the outcome you were hoping for?
Most certainly so.
What could they have done better?
Nothing.... I am delighted with the advice and service received from him.
Alex:
Wow, thank you for the 5 stars! We're so happy to hear that you're pleased with our service. We hope to continue exceeding your expectations.Review
by a verified client in Buckinghamshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We all need professional advise!
How has Alex Kirkpatrick helped you?
Excellent service
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Alex:
Thank you for the glowing review! We're delighted that you're happy with our service. Your feedback motivates us to keep delivering the best experience possible.Review
by a verified client in Buckinghamshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
consolidating various pension funds
How has Alex Kirkpatrick helped you?
given advice on best options for my pension
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Alex:
Thank you so much for your fantastic review! We're thrilled to hear that you're satisfied with our work. Your satisfaction is our top priority, and we look forward to continue working with you.Review
by a verified client in Berkshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with Bespoke for many years and Alex is always well prepared and ready to offer advice to ensure my pension and transfers are invested in the right way for me
How has Alex Kirkpatrick helped you?
Solid advice with options discussed fully
Have you seen the outcome you were hoping for?
The pension is growing and I have been able to consolidate other pensions into the main pension pot with confidence
What could they have done better?
Sound advice and long term growth expected
Alex:
Thank you for your feedback! We're pleased you had a good experience and will use your comments to strive for that perfect 5-star rating next time.Review
by a verified client in Outside UK
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Bespoke was recommended by a previous advisor who has since retired
How has Alex Kirkpatrick helped you?
Alex is prompt at replying and always gives good advice
Have you seen the outcome you were hoping for?
Yes, everything is going well
What could they have done better?
Nothing
Alex:
We appreciate your kind words and 5-star rating! It's wonderful to know that our efforts meet your expectations. If there's anything else we can do for you, please don't hesitate to reach out.Review
by a verified client in Berkshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been with the company some 20 years. Alex is new to us, as our previous advisor retired, and handed us over to Alex.
How has Alex Kirkpatrick helped you?
Pension consolidation, and advice about retirement
Have you seen the outcome you were hoping for?
Yes, my pension is on track for my retirement
What could they have done better?
Nothing
Alex:
Thank you for the glowing review! We're delighted that you're happy with our service. Your feedback motivates us to keep delivering the best experience possible.Review
by a verified client in Surrey
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am looking to retire next year, but felt that taking an annuity earlier might be beneficial. I wanted professional advice and help to lead me through the options.
How has Alex Kirkpatrick helped you?
Alex took me through the pros and cons of my idea, and then added some other options I had not considered. He also helped me consolidate my pensions and other investments.
Have you seen the outcome you were hoping for?
Yes, I have started to draw a pension while still working. Although taking an annuity now is tax inefficient (I have to pay tax on all of it), if the annuity rates drop (as I expect) then I will be better off overall.
What could they have done better?
I cannot think of anything Alex could have done better.
Alex:
We appreciate your feedback! We're happy you enjoyed your experience and will review your suggestions to aim for a flawless rating in the future.Review
by a verified client in Shropshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
we have been with the financial advisor for many years when our original one retired Alex took over
How has Alex Kirkpatrick helped you?
He keeps informs on how our pensions are perfoming and if we need to make any changes and we can call him anytimeto ask questions.
Have you seen the outcome you were hoping for?
Yes we are quite happy with how things are going at the moment.
What could they have done better?
We cannot think of anything except we would appreciate a face to face consultation.
Alex:
Wow, thank you for the 5 stars! We're so happy to hear that you're pleased with our service. We hope to continue exceeding your expectations.Review
by a verified client in Hampshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Passed on from Paul Francis
How has Alex Kirkpatrick helped you?
Keeping contact well as required
Have you seen the outcome you were hoping for?
All good so far
What could they have done better?
In my case nothing really !
Alex:
Your 5-star review made our day! Thank you for taking the time to share your experience. We're committed to providing excellent service and are glad to know we hit the mark.Review
by a verified client in Surrey
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Alex Kirkpatrick helped you?
I find that Alex is always helpful, and always calls back if he is busy. Also keeps in contact with review appointments.
Have you seen the outcome you were hoping for?
Looking forward to that in April 2025.
What could they have done better?
Nothing always helpful when contacted.
Alex:
Thank you so much for your fantastic review! We're thrilled to hear that you're satisfied with our work. Your satisfaction is our top priority, and we look forward to continue working with you.