Pineapple Financial Planning
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
I recently had a consultation with Alex Stephenson at Pineapple Financial Planning and was extremely impressed with the experience. From the outset, Alex was engaging, approachable and took the time to really listen to my individual circumstances, goals and concerns. He tailored the discussion to my specific needs and provided detailed investment guidance in a way that was easy to understand and genuinely helpful.
Friendly and professional advice. Very thorough in all that he does, Alex is always approachable and helpful. Thoroughly recommend.
I've known Andy for many years now and have always appreciated his honest advice on pensions, property sales and inheritance tax planning. Everyone at Pineapple Financial Planning really make an effort to keep conversations jargon-free, which helps a lot (at my age)! I would highly recommend having a chat with them if you think you might benefit from advice.
Professional, customer focused advice. Advice delivered with empathy building upon an existing strong relationship. An attention to detail, by my Advisor, which continues to inspire confidence in the service provided.
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.
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
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.
Financial advisers in York compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in York are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | MAPIO Financial Mortgage Advisors | ★ 5,0 | 158 | Yes |
| 2 | Ardent Financial Planning | ★ 5,0 | 93 | No |
| 3 | YorWealth Ltd- Financial Planners | ★ 5,0 | 57 | No |
| 4 | Pineapple Financial Planning (this page) | ★ 5,0 | 33 | No |
| 5 | PenLife Associates | ★ 4,9 | 244 | No |
