Alan's reviews
Reviewed for
Insurance and Protection ( 5 )
Pensions ( 54 )
Retirement income (annuities, drawdown) ( 47 )
Auto Enrolment ( 1 )
Investments and Savings ( 60 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 19 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 60 )
Financial Mentoring ( 8 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 24 )
£200k - £500k ( 21 )
£100k - £200k ( 4 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Aberdeenshire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension and financial advice
How has Alan Ball helped you?
By respecting our opinions and desires and tailoring his advice to our needs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure!
Review
by a verified client in Aberdeenshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning
How has Alan Ball helped you?
Ensured I have adequate financial collateral for retirement. Provided pertinent financial advise to allow me to capitalise on markets trends and to ensure the best possible ROC investment whilst considering and understanding my attitude to risk
Have you seen the outcome you were hoping for?
In short yes… very happy with the service I receive from Alan and the wider Russell Gibson company ..
What could they have done better?
Difficult question to answer… I am not a financial adviser .. hence my involvement with Alan Ball
Review
by a verified client in West Yorkshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Whilst being a self employed mechanic in the offshore oil industry, my company accountant recommended Alan Ball as a financial adviser.
How has Alan Ball helped you?
Alan Ball as provided a first class personal service and advice for all my financial planning
Have you seen the outcome you were hoping for?
Indeed I have and, I know that Alan will insure that my family will receive the same service.
What could they have done better?
I have no idea?
Review
by a verified client in Kincardineshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Widowed
How has Alan Ball helped you?
Advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nithing
Review
by a verified client in Aberdeenshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My late husband was not receiving good advice from previous financial adviser
How has Alan Ball helped you?
Pension, investments have been explained in a way we could understand,.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Couldn't be better