Baggot Investment Partners (incorporating New Alliance) レビュー 88

Adian, laid out the process, options and timelines on my old employers pension. Once I decided, he guided the process and kept me informed at every step. Very happy with the outcome. Great professional service.

I had the pleasure of letting Aidan do all the work for me because I was getting nowhere with my pension from start to finish he done everything for me very well and very professional and would recommend him to everyone

I have been dealing with Aidan through out the process and I have to say the service is excellent. Everything is explained and detailed. The whole experience was friendly and professional.

Event though the process was slow Aidan always was reassuring and kept in contact.
Always honest and friendly

Excellant service, you could not ask for better, straight forward and very friendly

I recently worked with Aidan at New Alliance Wealth Planning LTD, and he was fantastic! From the get-go, Aidan showed he really knows his stuff and truly cared about helping me reach my financial goals. He explained everything so clearly and offered advice that made a real difference. Aidan was professional, attentive, and focused on my needs the whole time. Thanks to him, I feel secure about my financial future. If you're looking for someone who makes financial planning easy and stress-free, Aidan is your man!Five stars all the way.

I dealt with Aidan and found him professional, knowledgeable, friendly, helpful and understanding. Above and beyond to be honest. Will definitely be dealing with Aidan going forward.

Couldn’t recommend him more.

Aidan & team to time to explain every detail to me & find the best way to manage my funds.
Very easy to work with & no hidden expenses. Have recommended to my colleagues.

What made my experience great was mainly talking to Aidan. We had a very constructive chat about my previous pension. I had a masssive problem to transfer founds saved for my retirement to current employer. After 8 months of struggle with Irish Life, I nearly gave up untill I met Aidan. He assured me that he had similar cases before and all were closed successfully. I was delighted to see that his efforts were genuine. As of now, I have my savings in Zurich account, and I'm well informed how to navigate from there. Aidan is very friendly, wise and honest person. I would recommend New Alliance to anyone.

Thanks Aidan - New Alliance. Aidan's knowledge, expertise, excellent communication and patience allowed us make an informed decision leaving us feeling like very happy customers

I had the pleasure of dealing with Aidan Whelan and I cannot recommend him highly enough. He was incredibly helpful, professional, and made the entire process smooth and stress-free. Aidan was always quick to update me as soon as there was any progress. Excellent service throughout.

Got really great advice from Aidan in transferring my old pension into a new scheme - really helpful and painless . Much appreciated and it cost me nothing ! Highly recommended .

Got an advice from Aidan Whelan of New Alliance in dealing issues with my pension. He got all the answers, very good communicator, and mindful of my circumstances, detailed in his advice, have all the courage to take a step of advice even in the phone, and initially give help without commitment.

Dealt with Aidan Whelan and couldn't recommend him more. Made everything so easy & was so pleasant & helpful to deal with. Ver efficient & kept me updated as he had updates Would highly recommend Aidan

Aidan called me to help with some pension-related questions. Even though he knew I wouldn’t be becoming a client, he still took the time to offer clear, helpful advice and explained when I’d be able to access my pension. He was professional, kind, and incredibly generous with his time. I would highly recommend Aidan Whelan to anyone needing guidance with their pension.

I was unsure at first and then I received a call . And I would have to say if you need advice this is the company do get it from
I have four different pensions and I just wanted to get them all together and the information is spot on and very nice to deal with I have no problem recommending them.
Top class

I have had the pleasure to speak with Aidan on the phone. Aidan took the time to understand my financial goals, priorities and concerns. His advice was clear, thoughtful and tailored specifically to my needs. Aidan has the ability to explain everything about pensions in a way that is easy to understand. This in-turn has empowered me to make an informed decision with confidence. Thank you Aidan.

I can't emphasise enough , how hard Aidan & his team worked for me, to cash in a pension I had over 20 years ago with a company that ceased trading in 2006. I did not know the name of the Pension Company, had no paperwork and only knew it was arranged by the Local Bank Branch.Aidan was able to find the poicy and confirm a value and successfully get it cashed in. I was kept informed at every stage of the process and every e mail & phone call was responsed to promptly and efficiently. If you find yourself in a similar situation, this is the company to turn to, no doubt of that.

I dealt with Aidan while setting up mortgage protection. The service was exemplary , Aidan was so professional and very easy to deal with. He made sure I understood every thing he was explaining and why certain things were done certain ways. Aidan would send updates and keep me informed of the process and would answer every single question I had with no issue . Previous to this the whole idea of was daunting but if I had to do it again I know I would be in safe hands.

Exellent service . The whole process explained perfectly I couldn’t say enough about aidans professional attitude .