144 reviews | 2 verified advisers
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 had worked for 3 companies so had 3 separate pensions - I came to Alex for advice on combining two into better pensions.
How has Alex helped you?
He sourced the pensions, did all of the admin work to combine them and kept me informed and educated throughout the process
Have you seen the outcome you were hoping for?
Absolute.
Review for Alex Palmer
What were the circumstances that caused you to initially look for a financial adviser?
I was nearing the age where I was able to take some money tax free from one of my pensions, and needed advice as to the best way of doing it
How has Alex helped you?
Alex and I had a conversation, he explained what he would be doing and the fees involved, after the conversation Alex produced a comprehensive report detailing what I could do, with recommendations after performing a whole of market search.
Have you seen the outcome you were hoping for?
Completely.
Review for Alex Palmer
What were the circumstances that caused you to initially look for a financial adviser?
My husband is planning his early retirement.
How has Alex helped you?
Consolidation of pensions and set up if an ISA.
Have you seen the outcome you were hoping for?
Too early to say, but so far so good.
Review for Alex Palmer
What could they have done better?
I can see little else that Alex could have done to improve on the service that he delivered.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to start planning for an early retirement and wanted the advice of a professional.
How has Alex helped you?
By consolidating my different pensions into one investment portfolio, has increased my return. This investment has far exceeded what the original pension return would have made.
Have you seen the outcome you were hoping for?
Absolutely. And my intention is to call upon Alex once again for further investment advice.
Review for Alex Palmer
What were the circumstances that caused you to initially look for a financial adviser?
We had some existing financial products that we arranged a long time ago and needed help in understanding and reviewing these.
How has Alex helped you?
Alex reviewed our existing arrangements and was able to recommend and help us apply for better products.
Have you seen the outcome you were hoping for?
Yes.
