203 reviews | 2 verified advisers
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.
Review for Alex Palmer
What could they have done better?
I think I've had good advice
What were the circumstances that caused you to initially look for a financial adviser?
I'd used an advisor for some years but needed a new one when my previous advisor retired and his son took over. I had no confidence in his advice.
How has Alex helped you?
He's provided some good advice regarding our tax on dividends from our company.
Have you seen the outcome you were hoping for?
Yes
Review for Alex Palmer
What were the circumstances that caused you to initially look for a financial adviser?
retirement rules
How has Alex helped you?
advice and transaction etc
Have you seen the outcome you were hoping for?
in line with expectations
Review for Alex Palmer
What could they have done better?
I know Alex is always on the end of a phone or email and so I don't think he could have done better. I've always been very happy with his advice.
What were the circumstances that caused you to initially look for a financial adviser?
Nearly ten years ago when I left a job and had a pension I needed to make a decision about.
How has Alex helped you?
Alex has always been thoughtful, helpful, consistent and thorough with his advice and attention to detail.
Have you seen the outcome you were hoping for?
Yes.
Review for Alex Palmer
What could they have done better?
We don't believe that Alex could have been more helpful or clear with his advice.
What were the circumstances that caused you to initially look for a financial adviser?
We were looking for advice regarding pensions and how best to invest our savings.
How has Alex helped you?
Alex has help us with pension advice and transfer as well as investment of savings.
Have you seen the outcome you were hoping for?
Yes.
