My name’s Andrew McGloin. I’ve worked with Neil for about seven years now.

Neil and I were friends before he became my financial adviser. Our daughters were friends at school and that’s how we met. I’m 51 now. In my early to mid-40s I started to take stock of my financial situation, particularly how it might look in retirement. To be honest, my investments weren’t quite meeting my expectations, and I’d got to a stage where I started to feel a little bit anxious about the long-term future and retirement.

In order to solve my concerns and problems, I think the first thing I say is that Neil and his team listened. They listened to my wife and I and took the time to understand our concerns, worked out what our hopes and wishes were for the future. Following on from that, Neil and his team conducted a detailed analysis of all our finances – our income, capital and outgoings. They made suggestions as to what could be improved and what we could do, and explained those suggestions and the reasons they came to their conclusions. I think it’s more than that because they produce evidence. They looked at past performance over previous years. They reassured us by saying, this is what’s happened in the past, it’s likely to head this way in the future.

After being advised by Neil, I can honestly say that I started to immediately feel reassured. He knew what he was talking about. He gave detailed and clear explanations of really everything he suggested.

Having known Neil personally, and Neil being a friend for, I would say, about 10 years now, Neil knew that my wife and I had always wanted to buy a camper van, but we were a bit cautious because of the expense. I’m pleased to say that very early on in dealing with Neil and Alexandra’s Financial Management, Neil actually managed to persuade us to buy a camper van. I can honestly say it’s the best investment that we’ve ever made.

What I like about Neil is he takes a holistic approach to finances. He looks at what needs to be saved for the future but also focuses on what he should be doing now with our money.

I do feel now that we are in a good position. I can see over the past few years that our investments have performed very well, even through the pandemic. I’m just less worried about the future.

The three words I would use to describe Alexandra’s Financial Management are approachable, trustworthy and relentless.

They are determined to do the very best for you and for your investments. I have no doubt, no concerns about the work they put in, or the effort to maximising everything and doing the very best that they can. I would recommend Neil and Alexandra’s Financial Management to anyone and in fact, I have done so.