Pineapple Financial Planning - York

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! 🙂

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.

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.

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.

Paul Finney (Westergate House B&B)

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

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

Daniel Millard

Alex is a consummate professional. Talked us through all of our options, explained anything we didn't understand. Making investments is a big deal for a lot of people and Alex made sure we knew exactly what we were signing up for before we did anything. He gave us complete transparency over any fees and really put us at ease that our money would be in good hands. He's an absolute pleasure to chat to and his knowledge and expertise in his field really shine through! Top guy!

Louise Walding

For as long as I can remember I've needed to organise my finances better. I'd built up several different company and private pension schemes, various shares, ISAs, and premium bonds to name a few. Working full time I didn't have time to educate myself on best investments or even attempt to understand how planning for the future and pensions actually work. A friend recommended Alex to me and I can honestly say I sleep better at night knowing my finances are in safe hands.

Alex generously fitted in around my busy, erratic work life and arranged to visit me at home one evening to go through my finances. I really appreciated his approach to determine what level of detail I wanted him to go into with regard to every financial nuance and potential options - for me I wanted enough knowledge to make a reasoned decision but not too much that overwhelmed me. In short he analysed every detail of my finances and helped me to consolidate and also reinvest, reducing my fees in some cases and achieving much better returns in others. I would highly recommend Alex, my only regret is not doing this sooner!