Alan Drysdale

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

Approximately ten years ago I was looking to consolidate a number of pensions and came to Alan for advice.

How has Alan Drysdale helped you?

Alan managed the process of consolidating these plans into one and based on my risk profile has invested and managed by portfolio accordingly.

Have you seen the outcome you were hoping for?

I’ve seen far better growth via Alan’s management of my portfolio than I had with the previous individual funds.

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

Alan manages my workplace pension.

How has Alan Drysdale helped you?

Alan has managed my pension pot, choosing the investment options rather than accepting the default option.

Have you seen the outcome you were hoping for?

Yes, my pension pot has increased beyond my expectations.

What could they have done better?

|I can't think of anything.

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

I had to Financial Advisors before meeting Alan, the first one retired and the Advisor he passed me to was not satisfactory. I have no recollection of how I found Alan, but is was certainly my good fortune that I did.

How has Alan Drysdale helped you?

Alan has been my Financial Advisor for more years than I can remember. His skill in managing my portfolio is excellent and I am always pleasantly surprised with the growth of my investments with his careful management.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

I cannot fault the service I am receiving.

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

Alan is a regular guest speaker and partner with the company I work at. I decided that I wanted to make sure I was making the most of my pension pot and to have it independently invested for me. Having spoken to many other colleagues who secured Alan's advice and services he has been reliable and consistent in sound investing of our pension pots. I haven't been with him long but have made significant gains, much more than I have previously leaving my pension to be passively invested by my pension provider. I would highly recommend his services.

How has Alan Drysdale helped you?

He has been helping me with annual pension advice and managing the investment of my pension pot.

Have you seen the outcome you were hoping for?

I have made significant returns of 17% this year, much more than I have previously leaving my pension to be passively invested by my pension provider.

What could they have done better?

I am happy with the service I have been provided so far. I have been well informed and had very professional service.

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

To consolidate a number of pensions from previous employment and have the funds centrally invested and managed on my behalf.

How has Alan Drysdale helped you?

Very professional, knowledgeable and friendly advice.

Have you seen the outcome you were hoping for?

Yes....the pension fund value has grown steadily.