215 reviews | 2 verified advisers
Review for Alex O'Neill
What were the circumstances that caused you to initially look for a financial adviser?
Following redundancy I wanted to explore my pension benefits to help me decide whether to retire
How has Alex helped you?
Alex collected the details of all my pensions and provided me with advice and options.
Have you seen the outcome you were hoping for?
Yes, I now know the value of my pensions and have a plan to move forward
Review for Alex O'Neill
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to consolidate my pensions.
How has Alex helped you?
Very much indeed through some quite tricky issues; Alex is always prompt, polite, efficient and friendly.
Have you seen the outcome you were hoping for?
Yes
Review for Alex O'Neill
What could they have done better?
In my case nothing, fully satisfied with the assistance to date
What were the circumstances that caused you to initially look for a financial adviser?
Pension options and language unnecessarily complicated. I wanted professional advice and recommendations to establish options, projected income and age at which I could comfortably retire before state pension age
How has Alex helped you?
Alex, is an excellent communicator and listener. He was prepared to listen how I planned to use my pension and how much income I would like to achieve, to hear my ideas and what risks I was willing to take. He was able to clearly explain my options, running many models , to show how my pensions could potentially be used, and how a mix of different drawdown methods could make the most out of my pensions and savings. Giving clear guidance whilst leaving me to make my own decisions.
Have you seen the outcome you were hoping for?
Yes, assistance ongoing
Review for Alex O'Neill
What could they have done better?
Very little, keep up the good work! The personal time and advice is very much appreciated.
What were the circumstances that caused you to initially look for a financial adviser?
I had been with a different financial company and advisor for several years, I found that I was being taken for granted and despite the many years of loyalty to this firm, I didn’t find that I was being treated with the individual respect and courtesy that my investment deserved therefore I chose to move my business elsewhere and Alex O’Neill was strongly recommended. I I’m so glad I did and have nothing but positive experiences since.
How has Alex helped you?
Alex has thoroughly reviewed and given excellent advice on my personal pension and savings, moving to a different pension provider which far exceeds what I was previously on. He has always given excellent advice on my personal financial circumstances and future financial needs. A personal, professional service with timely and regular reviews and the best advice in these difficult times. Nothing is ever to much trouble and every enquiry is dealt with in a timely manner. I cannot speak highly enough of Alex and the BeeSure company.
Have you seen the outcome you were hoping for?
Yes, most certainly! In a financial market where investment growth fluctuates so much and with my previous provider remaining almost stagnant, since following Alex’s excellent advice, my investments and pension plan have gone further than I could have expected.
Review for Alex O'Neill
What were the circumstances that caused you to initially look for a financial adviser?
5 different pension pots to be combined to one
How has Alex helped you?
He looked at the best pension for me and took all the admin away from md
Have you seen the outcome you were hoping for?
Yes
