Alan Drysdale

What were the circumstances that caused you to initially look for an adviser?

My husband had been given a devastating diagnosis, we asked Alan to help us to rationalise our various investments and savings. We had already accessed his services prior to this point and trusted his honesty and integrity

How has Alan Drysdale helped you?

I have a managed portfolio, which has provided peace of mind and confidence in these latter years of instability. Income and investment has been maintained

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

The receipt of a significant unexpected inheritance which was originally set aside for the care of an elderly relative, together with own cash resources not required for emergency use at that time.

How has Alan Drysdale helped you?

Identifying appropriate tax efficient products for our needs, having regard to our attitude to risk.

Have you seen the outcome you were hoping for?

Yes, despite difficult market conditions due to global factors including the Covid pandemic, the invasion of Ukraine and the recent downturn due to the change in the US administration

Please provide a brief comment about your experience with Alan

Alan has been advising me for over 20 years and I have found his awareness of my financial needs over this period of time very re-assuring. I am always pleasantly surprised how he is able to build and mange my portfolio so well that there is growth even when I know the markets are unstable. I am confident that my money investment is in safe and skilful hands.

What were the circumstances that caused you to initially look for an adviser?

Alan is already the adviser for the company I work for, has been for many years. I have finally grown a pension pot big enough to warrant some advice so, naturally, Alan was my first choice.

How has Alan Drysdale helped you?

Alan has done something I couldn't do, which is to look after my pension in a manner more professional than I could ever have done myself.

Have you seen the outcome you were hoping for?

So far my returns have been good and I am confident that my investements will continue to grow with Alan's guidance.

What were the circumstances that caused you to initially look for an adviser?

Pension advice and guidance

How has Alan Drysdale helped you?

Alan has provided expert help and guidance on Pension matters, sharing his depth of knowledge about my investments and their place in the market.

Have you seen the outcome you were hoping for?

Yes, my pension is in great hands.