208 reviews | 2 verified advisers
Review for Alex O'Neill
What could they have done better?
Nothing to add
What were the circumstances that caused you to initially look for a financial adviser?
Pension
How has Alex helped you?
Advice on combining.
Have you seen the outcome you were hoping for?
Yes
Review for Alex Palmer
What could they have done better?
I think we are satisfied that we are getting good all round advice.
What were the circumstances that caused you to initially look for a financial adviser?
Having had poor advice for a number of years we were looking for a fresh and clear approach. After quite a bit of research and initial consultations with other advisors we chose Alex and we are very happy with our choice.
How has Alex helped you?
Clear and helpful pensions advice which is providing what we wanted.
Have you seen the outcome you were hoping for?
Yes
Review for Alex Palmer
What could they have done better?
Could do with another review
What were the circumstances that caused you to initially look for a financial adviser?
With draw money from pension plan
How has Alex helped you?
Arranged. Money withdrawal & gave advice re pensions & retirement.
Have you seen the outcome you were hoping for?
The fund is looking promising
Review for Alex Palmer
What could they have done better?
nothing
What were the circumstances that caused you to initially look for a financial adviser?
i was retiring from work so i needed some expert advice .
How has Alex helped you?
alex was very professional and friendly in sorting out my pension
Have you seen the outcome you were hoping for?
yes
Review for Alex Palmer
What could they have done better?
Nothing really
What were the circumstances that caused you to initially look for a financial adviser?
Inheritance
How has Alex helped you?
Gave good advice on cautious investments as per our attitude to risk. Always there to offer advice. Attentive.
Have you seen the outcome you were hoping for?
Returns reasonable considering the financial shocks we have experienced since our first investment.
