Alan's reviews
Reviewed for
Pensions ( 17 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 8 )
Financial Mentoring ( 1 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 6 )
£100k - £200k ( 3 )
Up to £50k ( 2 )
Review
by a verified client in Buckinghamshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was getting divorced, my business was growing and I needed help and advice for pension and future planning.
How has Alan Drysdale helped you?
My business was growing and I needed help and advice for pension and future planning of which Alan's advice helped immensely.
Have you seen the outcome you were hoping for?
Absolutly
What could they have done better?
Apart from help me win the lottery, they've everything I could hope for.
Alan:
Thank you for your very kind review, it is very much appreciated. It is good to be able to help the owner of a growing/successful small business in the Beaconsfield area and I look forward to being of assistance in the future. Regards, AlanReview
by a verified client in Derbyshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Alan Drysdale helped you?
Alan's advice is clear, concise and has alloweed my pension fund to grow at a rate I am delighted with. Alan's knowledge of the markets is always on-point and he is able to direct my funds to the most suitable investments for my desired growth pattern.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing
Alan:
Thanks for the very positive review. It has been a pleasure helping you to plan towards a secure retirement which I look forward to continuing over the coming years. Regards, AlanFirst impression
by a VouchedFor user
19 days ago
Overall
Please provide a brief comment about your experience with Alan
A good friendly, professional and knowledgeable all round service.
Alan:
Thanks Graydon, I am glad that you felt comfortable discussing your situation and I hope that our conversations have helped you to settle on the best solution for you. Regards, AlanReview
by a verified client in West Sussex
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As part of my retirement planning, I was looking for an adviser to manage my pension fund investments before and after I retired.
How has Alan Drysdale helped you?
Alan listens before providing appropriate advice. I have really appreciated Alan's empathy balancing my peace of mind with potential financial benefit. In particular, he understood my reasons for taking a tax free sump sum a little early, The resultant benefit, for me, more than trumped the reduction in potential fund growth. It has been great to have an advisor who understands my perspective whilst providing everything I require to make informed decisions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I thought and thought and could not think of anything.
Alan:
Thank you for your review, it is very much appreciated! It has always been a pleasure helping you to plan for your retirement and I look forward to continuing to support your decision making during your retirement years. Regards, AlanReview
by a verified client in Cambridgeshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We first looked for an IFA because we wanted advice on consolidating various pension plans and getting organised for the future.
How has Alan Drysdale helped you?
He brought all our pensions together under one roof, allowing for flexible drawdown as and when required. Alan regularly reviews the performance of our pension portfolios and also our attitude to risk. His ongoing service has helped take the worry of investment choices away from us and achieve adequate retirement funds for our future.
Have you seen the outcome you were hoping for?
Yes, and we feel confident that Alan will continue to look after our interests as we go forward.
What could they have done better?
Nothing.
Alan:
Thank you for your kind review. I’m really pleased to have been able to help you consolidate your pensions and provide ongoing guidance for your retirement planning. I regularly review your investments and risk profile to ensure your portfolio remains aligned with your long-term objectives—but also so as to try to keep your portfolio relevant and up to date with changing trends. Helping my clients feel confident in their financial plans is at the heart of what I do, and I’m glad you feel supported. I look forward to continuing to manage your investments and ensuring your retirement plans stay on track. If you ever have any questions, please don’t hesitate to get in touch.