Baggot Investment Partners (incorporating New Alliance) Opiniones 88

I could not recommend Aidan Whelan enough. From the very first phone call Aidan delivered very clear concise advice to me. He managed all the paperwork with precision and made my life very easy in terms of transferring my pension. I was totally clueless about my pension and he treated me very respectfully and guided me along the process with ease. His advice was honest and clear and he helped me to understand any risks that may occur. He is hard working an excellent adviser and a gentleman to deal with. I would have no hesitation contacting Aidan in the future to seek advice regarding finances. Thank you Aidan.

Had an old pension that I really needed to access but had no idea where to start. I got in touch with Aidan and it was the best thing I ever did. He made the whole process so simple for me as him and his team did all the hard work. I would highly recommend New Alliance to everyone. The whole process was explained fully and was completely transparent. If you're thinking of contacting them then definitely do. Jo Dee

I discovered this firm in an ad and am so glad I did. Service was second to none and Aidan was so helpful and informative. For my pension which I thought was a lost cause he went above and beyond with help and attention and is an extremely friendly and approachable guy. There was no pushiness or impatience and I could contact him with any queries or problems at all. I have recommended them to 2 others and would have no issue doing so again. Thanks so much to Aidan for an exceptional service and good luck in the future with all your ventures. Denise

Extremely happy with the service from New Alliance they made it stress free and very easy and Aidan is a legend

Brilliant company to deal with Aidan and his team so efficient and professional. I was cashing in my pension and Aidan organised the whole thing explained all my options and even delivered my money to arrive just before Christmas !! Delighted with the service I was given, they organised everything for me it was so simple !! Highly recommend I will be using this company and Aidan’s service again without a doubt :)

Had an issue with a pension. Ran into some problems and Aidan couldn't have been more helpful getting the problem sorted.
Fantastic communication all the way and most grateful for all the help.
Would highly recommend New Alliance to anybody to get the job done.

Sent in a query to an ad I seen online, and from the first call I received from Aidan at New Alliance both he and the company were an absolute pleasure to deal with always ringing and keeping me up today on the process. And would have no problem dealing with or recommending them to anyone.

I am so glad that I came across an ad for New Alliance on instagram. I had an old work pension and had no idea how to track it down, or even if it was still available. From the outset Aidan was great to deal with and very down to earth. He explained everything and made the whole process easy from start to finish. I am very grateful to him and delighted with what I have recieved from my pension. I couldnt recommend Aidan and New Alliance highly enough. Ingrid Meleady

Had a pension issue ,many thanks to Aiden Whelan for sorting out , couldn't have been more helpful and a pleasure to deal with,, highly recommend,

Great company to deal with. Everything made easy. Highly recommend

So grateful to Zach for all his help and information.Im a carer to my 2 boys and had to reture 3 years ago but i had a small pension from a previous job which Zach informed me i could cash out under the Hardship scheme.I had no idea i could do that and would have had to wait til i was 60 years old until Zach told me.Great service and very friendly as well.

Many thanks to Aidan for his great help with my case. He was very understanding and patient with me when it came to grasping different things... 🤭
100 percent professionalism. Thank you again.
Monika.

AIDEN WAS FANTASTIC. THE SERVICE ALWAYS AVAILABLE AND WE GOT OUR MONEY WITHIN A FEW WEEKS. HGHLY RECOMMENDED

I am 62 and have dealt with quite a few insurance and pension companies .
New Alliance is streets above the rest . Not even a close second for competition .

Sorted out a particular complicated problem I had regarding an over seas pension quickly and efficiently .
Thanks ever so much.
John Rogers

Aidan gave brilliant pension advice to me recently and looked after the paperwork side of all transactions seamlessly. He has an in-depth knowledge of all things personal finance rated and has given me some very sound financial advice and food for thought going forward. Always a pleasure to talk to and contactable.

From the very first contact with Aidan at New Alliance I was really impressed with his professionality mixed with friendlyness, in how he explained everything to me. He was always prompt and truthful with delivery of information and made my dealings with New Alliance a very pleasant experience. I highly recommend this company and Aidan in particular.

I got in touch with Aidan at New Alliance in the hope of finding an old work pension. I wasn't even sure that it still existed. Aidan tracked it down, presented me with options on how to move forward with it, Aidan is super to deal with, he explained all the steps necessary breaking down the information for me so I could understand the process involved. I am so glad I reached out and asked for his help.

Excellent, professional and friendly service from Aidan in New Alliance. He had great advise on an old pension and gave me all my options without any pressure to make a decision one way or another but explained the difference on each option and any negatives about cashing it in early etc. When I had made my decision he quickly gave me all the details I needed and had me sorted in no time. Thanks again, Aindrea

We could not recommend New Alliance Wealth Planning LTD enough to anyone needing help and assistance with their personal pension or advise with a future pension. From the moment we contacted Aidan from New Allianz, his help and advice has been second to none. It was very informative and knowledgeable. We were kept updated and informed of the process at all times and could contact him whenever we had any queries or concerns. We were assisted immediately, so efficient. Every query we had was important and dealt with swift efficiency. If you are looking for quality customer service, do not hesitate to contact New Alliance, Aidan was amazing. Thanks so much.

I came across this company on Instagram while reviewing my pension options and contacted them for advice.
I initially dealt with Aidan who gave me great advice and insight. As I engaged further with him, I felt very comfortable and reassured in my dealings.
He called to the house with his colleague Geoff and discussed all my pension options in detail, in plain English. I never felt pressured into doing anything and they were very patient with me as I had lots of questions. I decided to move my pension plan to their company and I haven’t regretted my decision.
Highly recommend Aidan and Geoff.