Pineapple Financial Planning

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Reviews

1. Alex Yates ★★★★★

   Alex is a fantastic Financial Advisor! Not only is he incredibly knowledgeable and able to provide expert advice, he does so in a way that's clear and easy to understand, and really takes into account your individual needs. Working with Alex is like working with a friend, he makes you feel completely at ease and helps to guide you in making the best decision for your financial goals.

   almost 2 months ago
2. The Old Police Properties ★★★★★

   I have a solid relationship with Alex at pineapple financial planning, We’ve got a plan in place to achieve some very clear goals that I want to achieve personally & across all my various companies. I would recommend Alex & pineapple financial planning if you want a personal investment service & strategy Josh Thompson •Independent Vehicle Finance Broker •Co Founder - Endeavour Windows •Owner - The Old Police Properties Holiday Cottages

   almost 4 months ago
3. Andrew Coakley ★★★★★

   Alex Stephenson is very knowledgeable regarding investments, very helpful and assists in guiding through the miriad of investment portfolios to choose the correct avenue for the appropriate investment to suit our needs as well as our financial capabilities through SJP. Offers excellent guidance as well as showing interest in what is happening with our health and family life. Would highly recommend his business, Pineapple Financial Planning.

   almost 7 months ago

1. Niall ★★★★★

   Alex offers tailored and professional advice which both challenges and enables my ways of thinking and planning for the future to help achieve, short, medium and long-term goals. I would highly recommend his services!

   1 year ago
2. Tim Coleman ★★★★☆

   We have been working with Alex for a few years now. Recently, he worked with us on a retirement cashflow projection, which we've found very useful in being able to plan effectively for the future, with various scenarios in mind. Alex always takes time to explain what he's doing and to simplify the complex, with no question considered dumb! :-)

   1 year ago
3. Paul FInney ★★★★★

   Having previously had a far from favourable experience with sjp, Alex restored our confidence with his extensive knowledge, constant optimism and superlative patience. Alex went above and beyond his remit to reassure a mature couple dithering with investments versus old habits, and delivered on every task set. We would most certainly recommend and trust Alex at pineapple financial planning. Paul and Hilary

   almost 3 years ago

1. Tracey Elliott ★★★★★

   Alex has been invaluable with regards many aspects of our financial planning. He always takes the time to fully explain everything and nothing is too much trouble. We feel like he understands ours, and our family's needs, and with his excellent and up-to-date knowledge of the current financial markets, mixed with his personable, yet professional nature, we wouldn't hesitate to recommend him.

   almost 3 years ago
2. Ali Mather ★★★★★

   Alex brings a fresh look to Financial Planning. His approach is very tailored to my needs, spending as much time necessary to discuss the various options available. He is incredibly professional and patient, explaining everything in detail, but also puts a personal touch on things as well. I would highly recommend to anyone looking for Financial advice at whatever level.

   almost 3 years ago
3. Terry Kettle ★★★★★

   I have dealt with financial advisers in the past and Alex brings a fresh approach to my finances and helps me build and stick to my financial plans. He is always available when needed, is proactive in contacting me and sending things that he thinks will be relevant for me and my finances and I generally have a lot of trust with him. Happily recommend

   almost 3 years ago

1. Larry Leighton ★★★★★

   I have nothing but praise for Alex and his services as he has always been so willing and helpful in looking after my portfolio and made it easy to understand for me and my wife. Also the products he has put me in has produced exceptionally high returns and he has always had a great understanding of our requirements to suit our needs. He is very knowledgeable and professional in his approach.

   almost 3 years ago

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