seeking advice for savings. very well. too early.
What could they have done better?
very helpful.
Grant, Scotland
We did not understand any of our current pensions and life insurance polices, we needed help. Linda looked at what we had and assessed what options would be best for us to look at.Linda explained everything easily in a way we could understand. We now have everything transferred to the better options and the correct life insurance in place now. I did get some other quotes but they could not match the ones Linda had suggested. Yes really good outcome.
What could they have done better?
Sorry I can not think of anything which could have been done better.
William Moore, Scotland
She helped me cut my overspending by removing products that were no use to me financially. she slashed my overspending. My situation has improved somewhat although I have only been with Linda Fleming about a year.
I am quite happy with Linda Fleming I think she really cares about her clients
Arthur Roberts, Scotland
I retired about 3 years ago and got advice from my local bank on what I should invest the capital in, this amounted to little or no return after about 2 years and when the bank was approached they had stopped doing this type work and were not interested all I could do was deal with the company through phone calls and I got the impression that my account did not matter. It was then that I started looking for someone that was interested in my wellbeing and what I could look forward to in retirement and Linda filled that requirement. Between the ombudsman and Linda my finances are in a much better place and I have someone who I can call if there is a problem on a one to one basis. At this time I am happy with Linda and the service that she provides.
Kenneth Stephenson, Scotland
I needed one. With good advice. So far so good.
What could they have done better?
Nothing much.
Robert Macdonald, scotland
About us
Alexander House Financial Services is a pioneering Independent Financial Services company which offers impartial financial planning advice to a loyal, expanding base of successful clients. We are a National firm with a local presence. Our accomplishments have been built around three core principles; integrity, professionalism and impartiality. This, coupled with our passion for a creative and innovative technical approach to financial planning, ensures an exclusive, bespoke client service that is second to none.
Alexander House Financial Services Ltd is an appointed representative of Quilter Financial Limited, which is authorised and regulated by the Financial Conduct Authority.
Our services
Our clients are at the heart of everything we do and you can therefore feel confident that we are wholly committed to providing you with the best possible advice, service and support.
Where to find us
Head office address: 1 Cruikshanks Court, Falkirk, Denny, FK15 9AJ
Welcome to Barclay & Bond.
Most of our clients ask us to help them make sense of their pensions, whether its saving for retirement or receiving pension income.
Are you saving for a rainy day, have funds to invest or need to buy a house? We can help.
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