Alan Drysdale

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

I was looking to appoint a local advisor over twenty years ago when I became self employed. I was looking for steady long term growth in my pension savings so that I might be able to enjoy a comfortable retirement.

How has Alan Drysdale helped you?

Over the years Alan has kept a close personal eye on my investments which have changed as my appetite for risk has changed. His personal service has helped me through the inevitable ups and downs.

Have you seen the outcome you were hoping for?

Yes. My target fund value has been reached and I am comfortable with my risk exposure.

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

I had a muddle of investments and needed expert help

How has Alan Drysdale helped you?

Sorted everything out into a portfolio that is easy to monitor.

Have you seen the outcome you were hoping for?

It has been an incredible journey.Nothing comes to mind.

What could they have done better?

nothing comes to mind.

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

Work changes.

How has Alan Drysdale helped you?

I truly appreciate the diligence, transparency and expertise that Alan has shown in managing my pension. His proactive approach, attention to detail & ability to explain details in a way I can understand makes me feel secure and well looked after. Alan's support gives me great confidence in my financial future. I would not hesitate to recommend him.

Have you seen the outcome you were hoping for?

Very much so.

What could they have done better?

They already provide an excellent service and I feel very secure and comfortable with Alan and the team at Agility Finance

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.