Wayne Webb

My name is Wayne Webb. I’ve worked with Neil at Alexandra’s now for just over five years.

I needed financial advice because I had some company pension schemes from previous employments at various banks that were frozen and needed transferring in and looking after. I needed professional help with what was quite a complicated process.

What Neil did for me is, he got hold of my company pension scheme in terms of looking at the value, he negotiated with the trustees and negotiated probably one of the largest exit values from a high street bank at the time. He did a very good transaction for me, and the team overall have dealt with me with an awful lot of integrity, and friendliness over the years.

I feel a lot more secure working with Neil over my future. Because of the annual review process that I go through, he is able to model the funds and give me professional advice, provide illustrations to ensure we’re on the right track. I have the necessary income levels for my retirements, all this is all reviewed regularly with him and is on track.

Working with Neil does provide me with confidence that I will have the level of income that I need, because of the level of detail that Neil goes through in my personal finances. The projections, the modelling, the analysis of the funds that I’m invested in, all provide me with that evidence and provide me with the confidence that I will get the income that I need to retire adequately.

I would most definitely recommend Alexander’s because of the backup staff who are friendly and efficient, the overall integrity of Neil and the staff, the quality of the annual review process that I’ve gone through and the personal touches. I just have overall confidence and faith in him and his team.

Three words I would use to describe Neil… He is a man who is ethical, hard-working with has huge integrity.

I have confidence and faith in him and his team.

Wayne Webb

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Alexandra’s Financial Management is a trading style of Penguin Wealth Planners Ltd , which is authorised and regulated by the Financial Conduct Authority. Trading Address: 68 The Green, Norton, Stockton-on-Tees, TS20 1DT. Contact Telephone Number: 01642 552188. Penguin Wealth Planners Ltd is entered on the Financial Services Register under reference 830057.

Alexandra’s Financial Management is registered in England & Wales. Registration Number: 6806862: Registered Office: 3A Evolution, Wynyard Business Park, TS22 5TB

The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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