Alan's reviews
Reviewed for
Pensions ( 25 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 16 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 4 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 11 )
Financial Mentoring ( 1 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 6 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
Review
by a verified client in Buckinghamshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had a requirement fir financial planning.
How has Alan Drysdale helped you?
Cash flow and retirement planning
Have you seen the outcome you were hoping for?
Yes we have
What could they have done better?
They are responsive to direct questions, but not always proactive to specific changes that affect us.
Review
by a verified client in Buckinghamshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To make my pension grow
How has Alan Drysdale helped you?
Excellent, advice always available
Have you seen the outcome you were hoping for?
Yes, I’m very pleased with the growth in my pension
What could they have done better?
Nothing really very pleased with the service I received
Alan:
Thank you for your very positive review, it is much appreciated. I am glad that you are happy with my ongoing advice and that we have been able to help you achieve the investment growth that you need. Regards, AlanReview
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
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
Alan:
Thank you for your very kind review. It has been an absolute pleasure helping you over the years and I still look forward to our annual progress meeting. Regards, AlanReview
by a verified client in Buckinghamshire
3 months ago
Overall
Advice
Service
Value
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
Alan:
Your review is much appreciated, thank you. It is always our aim to achieve a tax efficient investment strategy so as to help grow your savings over time. Delivering a suitable investment portfolio successfully for a client is a delicate balance between benchmarking, diversification and attitude to investment risk. I am glad that we are achieving this for you. Regards, AlanFirst impression
by a VouchedFor user
3 months ago
Overall
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.
Alan:
Thank you for your very positive review. I can't believe that it is 20 years! I am pleased that you have the confidence in us to look after your investments and look forward to the next 20 years! Regards, Alan